This article will walk you through integrating Salesforce CRM with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each lead's custom property data from Salesforce. You will also be able to trigger emails off the Became a Lead metric synced from Salesforce.
Before you begin an integration, confirm that your edition of Salesforce has API access. Visit Salesforce's Knowledgebase for more information.
By default, Klaviyo will sync these fields on the
Only one Salesforce object can be synced via this integration. If you would like to sync the
Contact or another object instead of the Lead object, contact our Success Team with the name of the desired object and the desired fields to sync as profile properties. The desired object must contain a field for email address.
Enable Klaviyo's Salesforce Integration
Navigate to the Integrations tab in your Klaviyo account.
Find the Salesforce integration on the All Integrations list and click Add Integration. Once you've selected Salesforce, you'll be brought to this screen:
Here, you will need to provide your Salesforce username, password, and security token. Once you've entered these required details, click Connect to Salesforce.
Review & Understand your Synced Data
The Salesforce integration syncs with Klaviyo every hour.
Navigate to the Analytics tab in your account and click into Metrics. The Salesforce integration will sync the following metric: Became a Lead
This event is tracked when a customer becomes a Lead inside of Salesforce. The event itself does not include any data from Salesforce, but when this event is logged, Klaviyo will sync Custom Properties for each lead and attach these properties to the lead's Profile inside of Klaviyo. You can then leverage these properties in segments, flows, and to dynamically populate customer properties into your email templates.
Verify your Synced Data
Klaviyo imports all of your Salesforce leads. To verify this, you can 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. Navigate to the Analytics tab in your Klaviyo account and click into Metrics, and find the Became Lead metric. Click this metric and you will be taken to a metric chart page that will show the last 30 days of data by default.
Mouse over yesterday's data point or look in the table of data below the chart to see how many leads you had yesterday. Compare that number to what's stored in Salesforce and you should see they match exactly.