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How to connect Salesforce® with Klaviyo
Salesforce® / Klaviyo
Documentation

Connect Salesforce® to Klaviyo with LeadsBridge

Salesforce® » Klaviyo

In this article, you'll learn how to set up the bridge and connect Salesforce® to Klaviyo using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Salesforce® as the source for your bridge
  4. Choose Klaviyo as the destination
  5. Click on the Next button

Step 2: Setup your Salesforce® source

  1. Type in the name you'd like to call your integration
  2. Select the segmentation concept you'd like to use
  3. Click on the Authorize button
  4. Login to the account you'd like to use
  5. Allow LeadsBridge to access your Salesforce® information
  6. Once done you'll be taken back to the bridge with a blue info success message
  7. Select the segment you'd like to use as the source for your leads
  8. Click on the Next button

Step 3: Setup your Klaviyo destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Key to connect Klaviyo with LeadsBridge
  3. To get the API Key, follow these steps:
    1. Log into your Klaviyo account account
    2. Click on Settings
    3. Select API Keys option...or jump to the "API Keys" page directly: ( OPEN LINK)
    4. Head to the Private API Keys section
    5. Click the blue Create API Key button
    6. Copy the new Private API Key generated inside the integration

  • Click on the Next button
  • You'll now be able to select the destination segment to send your leads to
  • You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  • Click on the Next button
  • Step 4: Fields Mapping

    Here you'll be able to map your source information with your destination fields.

    You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Klaviyo.

    Underneath there's a box where you may add the information you'd like to send.

    • Check each of the Klaviyo fields available
    • Match the information you wish to pass along from Salesforce®
    • You may type the information manually and pass them as a static value
    • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
    • You may also leave blank the box of a field's information you don't want to send through

    Custom Fields

    1. If you'd like to add more fields, just look at the bottom of the page
    2. Head over the "Don't find a CRM custom field?" box
    3. Select the field you'd like to add from the dropdown list
    4. Click the Add Custom Field button
    5. The field will appear above
    6. Add the desired information, as you did with the other ones

    Once accomplished your desired outcome, just click Next and head to the last step.

    Step 5: Test

    In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

    1. To create a new test lead, fill in the required information when prompted
    2. Click Test Now
    3. To test with a real lead, switch the toogle to "Test with existing lead".
    4. Click Sync Now along the lead you'd like to send
    5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
    6. Click Finish to save your settings and turn active your bridge

    That's all! Congratulations.

    You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

    Have you got some questions?

    You may want to take a look at the common questions on the respective integration's documentation.

    If you have any other questions, or need help to configure your bridge from Salesforce® to Klaviyo with LeadsBridge, do not hesitate to contact our Support!