How to integrate with Salesforce CRM

You will learn

Learn how to integrate Salesforce CRM with Klaviyo. After following these steps, you'll be able to personalize and target emails based on the custom property data Klaviyo syncs from Salesforce for every lead. You’ll also be able to trigger emails off of the Became Lead metric synced from Salesforce.

Before you begin

Before you start integrating, confirm that your edition of Salesforce has API access. If you aren’t using one of the following versions, you will not be able to integrate with Klaviyo:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

Keep in mind that only one Salesforce object can be synced via this integration. If you would like to sync the Contact object or another object instead of the Lead object, contact our Support team with the name of the object you’d like to sync and the fields you’d like included as profile properties. Please note that if you sync an object other than Lead, Klaviyo will not generate any Became Lead events (instead, objects with valid email addresses are created as profiles in Klaviyo and any specified custom fields are synced as properties for those profiles).

The object you request to integrate with must contain a field for an email address.

It is also important to note that the integration syncs field updates so long as the field update changes the LastModifiedDate for the object in Salesforce.

Obtain Salesforce security token

To enable the Salesforce CRM integration in Klaviyo, you first need to obtain your Salesforce security token.

You should have received your security token upon initial setup of your Salesforce account. If you’re part of a larger organization using Salesforce, reach out to your Salesforce administrator to obtain the security token.

If you have no record of a security token, you will need to reset your security token to receive a new one. The steps for resetting your security token are broken down below by Salesforce version, depending on whether you’re using the Lightning Experience or Salesforce Classic.

Lightning Experience token reset

1. In Salesforce, click on your profile in the top right corner of your screen and select Settings.
   
2. This will take you to your personal information page. From the left-hand menu, click Reset My Security Token.
   
3. Click Reset Security Token.
4. If your security token was used to connect to any other apps, update those integrations with this new security token.
   
5. You will then receive an email from Salesforce with your new security token. Make note of the security token and keep that information secure.

Salesforce Classic token reset

1. In Salesforce, click on your name at the top right of your screen and select My Settings.
   
2. From the My Settings menu, click Personal. Then, select Reset My Security Token.
   
3. Click Reset Security Token.
4. If your security token was used to connect to any other apps, update those integrations with this new security token.
   
5. You will then receive an email from Salesforce with your new security token. Make note of the security token and keep that information secure.

Enable the Salesforce integration in Klaviyo

1. In Klaviyo, click your account name in the lower left corner, then select Integrations.
2. Click Add integrations, search for Salesforce, and click the card. Then, click Install.
3. Enter your Salesforce username, password, and security token. Once you've entered these required details, click Connect to Salesforce. 
   
4. If the integration is successful, you should receive a success message.

Monitor Salesforce sync and verify data

The Salesforce integration syncs to Klaviyo every hour.

To check your integration:

1. Click the Analytics dropdown in Klaviyo and select Metrics. Filter by Salesforce, then find the metric Became Lead and click on its Activity Feed icon.
2. If your integration has started syncing data, you will see Became Lead events, with the Salesforce icon, added to this activity feed.
3. Klaviyo imports all of your Salesforce leads. To verify this, compare the number of leads being added to Klaviyo on a particular day with the number of leads being added to Salesforce and confirm they match.
4. Hover over yesterday's datapoint (on the activity feed for Became Lead, which you can find by clicking on the metric) or look in the table of data below the chart to see how many payments occurred yesterday and compare it to the data stored in Salesforce.
5. If the data doesn’t match, the issue is most likely that the timezone in your Klaviyo account doesn't match the timezone in your Salesforce account. To check your timezone setting in Klaviyo:
   • Click your account name in the lower left.
   • Select then clicking Settings > Organization.
   • Scroll down to Timezone.

Salesforce metrics in Klaviyo

Currently, Klaviyo syncs one metric with Salesforce CRM: Became Lead.

This metric is tracked when a new lead is created in Salesforce. The event itself does not include any data from Salesforce, but when this event is logged, Klaviyo will sync the following custom properties for each lead and attach them to the lead’s Klaviyo profile:

• Id
• FirstName
• LastName
• Title
• Company
• Street
• City
• State
• PostalCode
• Country
• Latitude
• Longitude
• Phone
• Email
• Website
• LeadSource
• Status
• Industry
• NumberOfEmployees
• HasOptedOutOfEmail
• Owner Email

You can then use these properties in segments, in flows, and to dynamically populate customer properties into your message templates.

Outcome

You have now integrated your Klaviyo account with Salesforce CRM and reviewed your synced data. 

Additional resources

• Getting started with flows
• Getting started with segments
• Understanding types of data exchanged between Klaviyo and apps