Agile CRM + klaviyo Integration

Integrate Agile CRM to klaviyo in one click, or tell Integrately AI how you want each contact handled. Add new contacts, update subscriber details, sync profiles to lists, and trigger targeted campaigns automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • klaviyo
    Event is created in klaviyo
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • klaviyo
    Add profile in klaviyo
  • klaviyo
    Update subscriber in klaviyo
  • klaviyo
    Create or update profile in klaviyo
  • klaviyo
    Send subscription request in klaviyo
  • klaviyo
    Subscribed profile immediately in klaviyo
  • klaviyo
    Add subscriber in klaviyo
  • klaviyo
    Add profile to list in klaviyo
  • klaviyo
    Search profile in klaviyo
  • klaviyo
    Search list in klaviyo

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Ready Workflows Ready Workflows for Agile CRM + klaviyo Integration

Capture new leads, update subscriber profiles, add contacts to lists, trigger campaigns, and track interactions, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + klaviyo Integration

Create klaviyo subscriber for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use klaviyo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + klaviyo Integration

Create klaviyo subscriber for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use klaviyo to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding subscriber will automatically be created in klaviyo.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
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Connect more apps to your Agile CRM + klaviyo flow

Connect form builders, stores, email tools, spreadsheets, and payment gateways to keep customer data moving across your entire stack. Pick a combination and activate it in one click.

Agile CRM
klaviyo
+
ShopifyShopify (3)
+
WooCommerceWooCommerce (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
S
A
K
When a Shopify order is created, create a contact in Agile CRM, and add profile in klaviyo.
New Shopify orders instantly create Agile CRM contacts and update your klaviyo profile so customer data stays synced across your store and CRM.
A
S
K
When a contact is created in Agile CRM, create a customer in Shopify, and add profile in klaviyo.
Agile CRM contacts become Shopify customers and klaviyo profiles instantly, aligning your sales leads and ecommerce records.
S
A
K
If a Shopify order total exceeds one hundred dollars, add tag to contact in Agile CRM, and add profile to list in klaviyo.
High-value Shopify orders tag your Agile CRM contacts and add profiles to specific klaviyo lists automatically.

Supported triggers and actions for Agile CRM and klaviyo

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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klaviyo
klaviyo Triggers & Actions
Event is created in klaviyo
Triggers the automation when a new event is created
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Add profile in klaviyo
Adds a new profile
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Update subscriber in klaviyo
Updates a subscriber's information
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Create or update profile in klaviyo
Creates or updates profile information
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Send subscription request in klaviyo
Subscribe a new profile
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Subscribed profile immediately in klaviyo
Subscribe a new profile
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Add subscriber in klaviyo
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Add profile to list in klaviyo
Adds a new profile to a mailing list
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Search profile in klaviyo
Look up and retrieve profile information
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Search list in klaviyo
Scans and retrieves results for a particular list
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What can you automate with Agile CRM + klaviyo?

Streamline your sales and email marketing workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync contacts between Agile CRM and klaviyo
Automatically create klaviyo profiles whenever new contacts are added in Agile CRM, keeping your sales and marketing records perfectly aligned.
📋
Capture every submitted customer field
Map all available contact details and custom fields from Agile CRM into klaviyo profiles instead of just names and email addresses.
🔔
Alert your team instantly on new events
Notify team members in your connected communication channels the moment a new deal or contact is created in Agile CRM.
🔀
Route records based on submitted criteria
Add subscribers to specific klaviyo lists or update Agile CRM tags dynamically depending on the data submitted by the customer.
📝
Keep subscriber details up to date
Automatically update existing subscriber profiles in klaviyo whenever contact details change in Agile CRM.
🔍
Prevent duplicates with smart search operations
Search existing contacts and companies in Agile CRM before creating new records to maintain a clean database.
💳
Manage subscription and milestone changes
Trigger profile updates and tag modifications in Agile CRM and klaviyo when deals change milestones or subscriptions update.
🌐
Extend your workflow to external apps
Connect your core Agile CRM and klaviyo flow with popular tools like Google Sheets or Shopify to handle multi-step operations.
And much more...

Who is Agile CRM + klaviyo integration for?

Teams managing customer relationships and email marketing need unified data to eliminate manual entry and keep campaigns targeted.

Marketing analysts
Marketing analysts
Sales managers
Sales managers
Account executives
Account executives
E-commerce operators
E-commerce operators
Customer success leads
Customer success leads
Operations directors
Operations directors
📈
Marketing analysts
You're reviewing campaign metrics across platforms but your marketing reports only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — integrating these apps means every new profile lands in your database instantly and your data stays current.
Sales managers
You need to act on incoming leads immediately, but pipeline updates lag behind customer actions because records are copied by hand, so reps find out about high-intent buyers too late — automating both apps means contact details sync instantly and your team reaches out at the right moment.
🤝
Account executives
You answer to clients who want to see pipeline progress and subscriber engagement across tools, but manual record-keeping leaves gaps in your tracking sheet — with this integration, every deal and profile updates automatically so client reporting is always accurate.
🔄
E-commerce operators
Your store handles high order volumes that make manual customer record updates impossible to maintain, leading to disconnected contact lists and missed follow-ups — connecting these apps means customer orders and profiles synchronize without manual effort.
📋
Customer success leads
You own the onboarding stage and depend on sales and store teams to hand over customer details before you can start outreach, causing delays in engagement — this integration means onboarding profiles transfer immediately upon creation so you can start right away.
🗂️
Operations directors
You need a reliable customer history across your CRM and email platform, but manual entry errors leave missing fields and duplicate records in your database — automating both apps means every record matches perfectly and your historical data remains clean.
Our team

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Why choose Integrately to automate Agile CRM + klaviyo

Build and manage your Agile CRM + klaviyo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + klaviyo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to klaviyo?
Frequently Asked Questions
You can connect Agile CRM to klaviyo using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the custom workflow for your team.
Can I automatically sync my Agile CRM contacts to klaviyo profiles?
Frequently Asked Questions
Can I connect Agile CRM, klaviyo, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and klaviyo?
Frequently Asked Questions
How does Agile CRM data transfer to klaviyo?
Frequently Asked Questions
Can klaviyo events update Agile CRM records?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and klaviyo?
Frequently Asked Questions
Is the Agile CRM and klaviyo integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or klaviyo With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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klaviyo
Popular klaviyo Integrations
Sync klaviyo with analytics, ecommerce, and support tools to keep customer data working across your stack.
See All
klaviyo Integrations arrow right
No popular apps found