EngageBay CRM + klaviyo Integration

Integrate EngageBay CRM to klaviyo in one click, or tell Integrately AI how you want each contact handled. Sync profiles, update subscriber details, manage lists, and trigger targeted email campaigns automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • klaviyo
    Event is created in klaviyo
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2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay 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 EngageBay CRM + klaviyo Integration

Capture leads, create profiles, sync subscriber lists, and trigger email campaigns, all in just one click.

Most popular automationmost-popular-automations
EngageBay CRM + klaviyo Integration

Create klaviyo subscriber for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Thus, integration of your new klaviyo subscriber and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your EngageBay CRM + klaviyo flow

Extend your sales and marketing operations by connecting payment, form, and messaging tools to your core stack. Pick a combination and activate it in one click.

EngageBay CRM
klaviyo
+
ShopifyShopify (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
S
E
K
When a new Shopify order is placed, create a contact in EngageBay CRM and add the profile in klaviyo
New Shopify buyers are recorded in EngageBay CRM and added to klaviyo instantly without manual importing.
S
E
K
When a Shopify customer is updated, update contact in EngageBay CRM and update subscriber in klaviyo
Customer profile updates in Shopify automatically refresh your records in EngageBay CRM and klaviyo.
S
E
K
When a Shopify refund is issued, add tag to a contact in EngageBay CRM and add profile to list in klaviyo
Refunded Shopify orders automatically tag your EngageBay CRM contact and segment the user in klaviyo.

Supported triggers and actions for EngageBay CRM and klaviyo

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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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 EngageBay CRM + klaviyo?

Streamline your marketing and sales operations by syncing contacts, profiles, and lists instantly.

What you can automate?
🔄
Sync new contacts to email profiles instantly
When a contact is created in EngageBay CRM, automatically add profile in klaviyo so your email marketing database stays updated with zero manual data entry.
📋
Capture every submitted form field
Map all form questions and custom fields from EngageBay CRM submissions straight into your klaviyo profiles for better campaign personalization.
🔔
Alert your team the moment a lead arrives
Notify your sales channel in Slack as soon as a new contact or deal is registered in EngageBay CRM and synced to klaviyo.
🔀
Route subscribers based on submitted criteria
Segment contacts into specific klaviyo lists or add CRM tags depending on the deal stage or form data submitted in EngageBay CRM.
🔄
Keep customer profiles up to date
When contact details change in EngageBay CRM, automatically update subscriber in klaviyo to maintain clean customer data across platforms.
🔍
Prevent duplicate records across tools
Search contact by email in EngageBay CRM before creating new profiles in klaviyo to ensure your database remains clean and organised.
Handle status changes and email events
Trigger automated workflows when an event is created in klaviyo, updating contact records and deal stages in EngageBay CRM.
🔗
Extend your workflow to external apps
Connect EngageBay CRM and klaviyo with Google Sheets or Slack to log records, post team updates, and manage multi-step operations.
And much more...

Who is EngageBay CRM + klaviyo integration for?

Connecting EngageBay CRM and klaviyo gives sales and marketing teams unified contact data, eliminating manual profile updates and delayed campaign triggers.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Ecommerce founders
Ecommerce founders
Email marketing specialists
Email marketing specialists
Operations managers
Operations managers
📈
Performance marketers
You're running marketing campaigns and reviewing conversion reports, but your subscriber lists are out of sync because contacts must be exported by hand — with this integration, every new contact in EngageBay CRM creates a profile in klaviyo instantly and your campaign data stays current.
Sales development reps
You need to follow up with inbound prospects immediately, but lead handoffs between sales and email tools take hours — this integration means every new form submission in EngageBay CRM triggers profile creation in klaviyo and alerts your team right away.
🤝
Account managers
You answer to clients who expect real-time updates on customer onboarding, but profile records in different apps never match — automating both apps means client contact changes flow across your systems without manual re-typing.
🚀
Ecommerce founders
Order volume is growing too fast for your team to keep customer records updated by hand across platforms — automating both apps means every purchase and contact update syncs across EngageBay CRM and klaviyo without manual effort.
🎯
Email marketing specialists
You depend on sales data upstream to segment your subscriber lists, but pipeline updates reach your email platform a day late — connecting these apps means deal stages and contact tags update your klaviyo segments automatically.
📋
Operations managers
You need a reliable customer history audit trail, but manual data entry keeps leaving gaps in your records — with this integration, every contact and deal event is logged cleanly across EngageBay CRM and klaviyo.
Our team

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Why choose Integrately to automate EngageBay CRM + klaviyo

Build and manage your EngageBay 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 EngageBay 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
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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 EngageBay CRM to klaviyo?
Frequently Asked Questions
You can connect EngageBay CRM to klaviyo in 1 click using ready workflows on Integrately, or ask Integrately AI to build your integration with Shopify, Stripe, and Slack.
Can I automatically sync new EngageBay CRM contacts as klaviyo profiles?
Frequently Asked Questions
Can I connect EngageBay CRM, klaviyo, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and klaviyo?
Frequently Asked Questions
How do EngageBay CRM contacts trigger klaviyo profile updates?
Frequently Asked Questions
How does klaviyo handle subscriber data synced from EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and klaviyo?
Frequently Asked Questions
Is the EngageBay CRM and klaviyo integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or klaviyo With 1500+ Other Apps

EngageBay CRM
Popular EngageBay CRM Integrations
Connect EngageBay CRM to sales, customer support, and form tools to manage prospects and pipelines effectively.
klaviyo
Popular klaviyo Integrations
Sync klaviyo with e-commerce, analytics, and messaging platforms to drive targeted email campaigns.
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klaviyo Integrations arrow right
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