How to Integrate with Salesforce CRM

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Overview

This article will walk you through integrating Salesforce CRM with Klaviyo. Following this guide, 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 the Became Lead metric synced from Salesforce.

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 Success Team with the name of the object you’d like to sync and the fields you’d like included as profile properties.

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

Before Getting Started

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

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

Click on your profile in the top right corner of your screen and select Settings.

Lighting Experience click your profile

This will take you to your personal information page. From the left-hand menu, click Reset My Security Token.

Lighting Experience navigate to resetting your security token

Click Reset Security Token.

If your security token was used to connect to any other apps, update those integrations with this new security token.

Lightning Experience reset your security token

You will then receive an email from Salesforce with your new security token. Make note of the security token and keep that information in a safe place.

Salesforce Classic

Click on your name at the top right of your screen and select My Settings.

Salesforce Classic click your profile

From the My Settings menu, click Personal. Then, select Reset My Security Token.

Salesforce Classic navigate to resetting your security token

Click Reset Security Token.

If your security token was used to connect to any other apps, update those integrations with this new security token.

Salesforce Classic reset your security token

You will then receive an email from Salesforce with your new security token. Make note of the security token and keep that information in a safe place.

Enable Klaviyo's Salesforce Integration

Navigate to the Integrations tab in your Klaviyo account.

Flip to All Integrations and type Salesforce into the search box at the top of the page. Then, next to Salesforce CRM, click Add Integration.

Add Salesforce CRM integration to Klaviyo

Enter your Salesforce username, password, and security token. Once you've entered these required details, click Connect to Salesforce.

Connect to Salesforce

Monitor Salesforce Sync

The Salesforce integration syncs with Klaviyo every hour.

To check your integration, navigate to Analytics > Metrics to view the Salesforce metric Became Lead, and click on the Activity Feed icon.

If your integration has begun syncing data, you will see Became Lead events, with the Salesforce icon, added to this activity feed.

Verify Your Data

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.

In Klaviyo, navigate to Analytics > Metrics, and click into the Became Lead metric. This will take you to the metric chart page which, by default, will show you the last 30 days of data.

Hover over yesterday's datapoint 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.

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, go to Account Settings > Contact Information > Organization. At the bottom of this page, you can view and update your timezone.

Salesforce Metrics

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

Salesforce Became Lead metric

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.

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