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How to connect Klaviyo and Zoho CRM
Create a New Scenario to Connect Klaviyo and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Klaviyo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Klaviyo or Zoho CRM will be your first step. To do this, click "Choose an app," find Klaviyo or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Klaviyo Node
Select the Klaviyo node from the app selection panel on the right.
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Add the Zoho CRM Node
Next, click the plus (+) icon on the Klaviyo node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Klaviyo and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Klaviyo and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Klaviyo, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Klaviyo and Zoho CRM integration works as expected. Depending on your setup, data should flow between Klaviyo and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Klaviyo and Zoho CRM
Klaviyo + Zoho CRM + Google Sheets: When a new profile is added to a Klaviyo list, the automation updates or creates a contact in Zoho CRM, then logs this event with key profile details in a Google Sheet.
Zoho CRM + Klaviyo + Slack: When a lead is created or updated in Zoho CRM, they are added to a specific list in Klaviyo to initiate an email sequence. A notification is then sent to a Slack channel to alert the sales team about the new lead.
Klaviyo and Zoho CRM integration alternatives
About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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FAQ Klaviyo and Zoho CRM
How can I connect my Klaviyo account to Zoho CRM using Latenode?
To connect your Klaviyo account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Klaviyo and click on "Connect".
- Authenticate your Klaviyo and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns from new CRM leads?
Yes, you can! Latenode's visual editor makes it easy to trigger personalized Klaviyo email campaigns when new leads are added in Zoho CRM, improving customer engagement.
What types of tasks can I perform by integrating Klaviyo with Zoho CRM?
Integrating Klaviyo with Zoho CRM allows you to perform various tasks, including:
- Sync new Klaviyo subscribers to Zoho CRM as contacts.
- Update contact information in Zoho CRM from Klaviyo data.
- Trigger Klaviyo email flows based on Zoho CRM deal stages.
- Create Zoho CRM tasks when a Klaviyo email is opened.
- Segment Klaviyo lists based on Zoho CRM contact properties.
How does Latenode handle large Klaviyo lists?
Latenode is built for scale, efficiently processing large Klaviyo lists using optimized data handling and serverless execution.
Are there any limitations to the Klaviyo and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code blocks.
- Real-time sync depends on the API rate limits of both services.
- Custom field mappings require careful configuration.
