Klaviyo Installation Guide

Raquel Bartolome Updated by Raquel Bartolome

Introduction

Learn how to connect Klaviyo with Customers.ai to seamlessly sync customer data and boost your marketing automation. This guide provides step-by-step instructions for integrating Customers.ai and Klaviyo, enabling automatic data synchronization to help you monitor customer behavior and deliver targeted messaging more effectively.

Before integrating, make sure you have:

  • A Customers.ai account (Starter or Enterprise version).
  • A Klaviyo account.
  • API key access in Klaviyo to allow syncing.

Connecting Klaviyo to Customers.ai

1. Log in to your Customers.ai account and navigate to Klaviyo Integration. Select Sign in Directly.

2. Click on Connect to enter your Klaviyo credentials and click on Log In.
3. Allow Customers.ai to access the information on your Klaviyo account. You can view or remove access at any time in the app settings on the Integration page.

4. Once the integration had been established, you will see this screen with the integration method.

6. Scroll down to CONTACT SYNC and select from the option to Sync all Customers.ai contact to Klaviyo or Choose an Audience to Sync from.

To sync All Customers.ai contact to Klaviyo, select the Klaviyo List you created (with single opt-in consent), add a tag (optional) and toggle the SYNC radio button.

To choose an Audience to sync from, select the Customers.ai audience and the Klaviyo list (with single opt-in consent), add a tag (optional) and toggle the SYNC radio button.

Confirm your integration is working

Once the integration is complete, monitor the Klaviyo list where Customers.ai leads are synced.

You can also cross-check that a contact is successfully synced to Klaviyo by clicking on the contact with the timestamp when it is synced to Klaviyo.

What Klaviyo + Customers.ai Integration Does

1. Lead Syncing

Automatically send leads collected via Customers.ai to Klaviyo. Sync user attributes like name, email, phone number, location, and custom tags into Klaviyo contact profiles.

2.Enhanced Audience Segmentation

Use behavioral and demographic data collected through Customers.ai to create targeted segments in Klaviyo.

3. Cross-Channel Automation

Trigger Klaviyo flows (automated campaigns) based on events or tags from Customers.ai.

4. Improved Attribution and Personalization

Track customer journey with accuracy and personalize messaging in Klaviyo based on that data.

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