Integrate with Zapier

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Overview

This article walks you through setting up the Klaviyo integration through your Zapier account. This integration allows you to capture any event's triggered or list/segment created in your Klaviyo account, and use that information with your other Zaps.

Note

This integration is developed by Zapier and integrates with Klaviyo's API. Because of this we recommend reaching out to Zapier support with any issues. Zapier's integration information page for Klaviyo can be found here.

Klaviyo Triggered Zap

This procedure walks you through setting up a Zap that will trigger off of any event that occurs in Klaviyo. This is useful if you want to leverage other Zaps using Klaviyo data as the trigger.

  1. From your Zapier account, click on MAKE A ZAP!
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  2. Select the Trigger icon, then search for and select Klaviyo.
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  3. Choose your Trigger then select Save + Continue.
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    Note

    The integration is in beta and the only available triggers are any new segment or list that gets created, or new event that gets triggered in your Klaviyo account.

  4. Select Connect an Account, and a window will pop up.
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  5. Enter your Klaviyo Public API key and Private API key, then click Yes, Continue.
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  6. Click Test to verify the connection.
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  7. Click Save + Continue.
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  8. Click Fetch & Continue.
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    Note

    At least one event has to have been triggered recently on your Klaviyo account for this test to be successful.

  9. Click Send Test To Klaviyo. A green Test Successful message indicates that your integration is working.
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  10. Click Continue to complete the process.

You have now integrated a Klaviyo trigger with Zapier.

Klaviyo Action Zap

This procedure walks you through setting up a Zap that causes an action to occur in Klaviyo. This is useful if you want to leverage other Zaps as the trigger to create actions or events in Klaviyo.

  1. From your Zapier account, click on MAKE A ZAP!
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  2. Select the Action icon, then search for and select Klaviyo.
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  3. Select the type of action you would like to take.
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  4. Select Connect an Account, and a window will pop up.
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  5. Enter your Klaviyo Public API key and Private API key, then click Yes, Continue.
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  6. Click Test to verify the connection.
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  7. Select Save + Continue.
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  8. Setup any additional properties of the action you selected in step 3.
  9. Click Send Test To Klaviyo.
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  10. Click Finish and turn on your Zap!
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You have now integrated a Klaviyo action with Zapier.

Additional Filtering

With a paid Zapier account, you can make a ZAP with more than two (ie. more than Trigger and Action) steps. One of these can be a Filter by Zapier. This step will allow you to be more granular with what makes it through your ZAP. For example, you can add a filter that will only process New Event Triggers if the name of the event is something specific (like Opened Email):

1. Click the (+) button on the ZAP timeline after you've set up your Trigger, then click Filter

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2. Select your filter type (currently the only option is "Only continue if...") then click Save + Continue

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3. Select the property you'll be filtering against.
The options for this are auto-populated by the example trigger retrieved in the Trigger setup step but you can add your own if you know the name of the property you'd like to use to filter your ZAP.

4. Select the filter type.
In this example we want to match the Event Name to something specific so we chose (Text) Exactly Matches.

5. Enter the filter goal.
Whether it's a text match or a number to compare against, enter this item in the third box. In this example it's the name of the event we want to capture (Opened Email).

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6. When your filter is set up, click Test & Continue.

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7. Click Continue, your Filter is now set up to only capture events that have the exact Event Name of Opened Email! You can also set up additional filters using the And and Or buttons or adding additional steps.

 

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