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Klaviyo Zapier integrationAutomate Klaviyo with Zapier.
The Klaviyo Zapier integration gives you 3 triggers, 15 actions and 5 searches to move profiles, lists, tags and events between Klaviyo and your other tools, on the free plan too. Here is what each one does, what it costs and where it breaks.
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What the Klaviyo Zapier integration actually does
The Klaviyo Zapier integration links your Klaviyo account to Zapier so that something happening in Klaviyo can start work elsewhere, and so other tools can write into Klaviyo. You get 23 operations in total, none of them premium, which means it can be used from the free plan.
Three things people usually build with it. Cleaner lists: a New Profile or a Profile added to Segment or List trigger feeds Add Profile to List or Remove Profile from List, so the right people sit in the right audience. Richer profiles: Create Or Update Profile and Update Profile push data from a form, a CRM or a booking tool into Klaviyo. Activity Klaviyo never saw: Create Event records something that happened outside the shop on the person's Klaviyo timeline, under a metric of your choice.
What it does not do matters just as much. None of the three triggers is instant: Zapier checks Klaviyo on a timer, so a welcome message built this way waits for the next check. No visible operation deletes a profile, and none edits the content of a campaign; Send Campaign only fires a draft you already prepared. For anything the list does not cover, there is the API Request (Beta) action, which is for people comfortable reading an API reference.
If you are weighing tools, the same app has a page on our side for the other platform, the Klaviyo Make integration, and the Make vs Zapier comparison sets the two side by side by criterion.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are in plain English, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it and starts everything that follows.
- Action
- What the Zap does after it starts: the step that writes, sends or moves something for you in an app such as Klaviyo.
- Task
- The unit Zapier bills. One task is one action the Zap completes successfully, and your plan counts those every month.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is pushed by the app the moment the event happens.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and quietly stops it otherwise.
- Search step
- A step that looks up something that already exists in an app, such as a Klaviyo profile, so later steps can use it.
What it really costs
Klaviyo is not a premium app, so the free plan is enough to start.
- Free plan100 tasks a month, unlimited Zaps
- Zap size on freeTwo steps: one trigger, one action
- Premium appNo, Klaviyo works on every plan
- BilledEach successful action, never the trigger
The trigger never costs a task, however often Zapier checks Klaviyo. Each action that succeeds counts once, and a failed one is not billed. The free plan gives 100 tasks a month, but only two-step Zaps: one trigger, one action. Add a filter, a search or a second action and you have a multi-step Zap, which needs a paid plan. In practice, many Klaviyo Zaps need Find a Profile to get an ID, so budget for that step from day one.
Connect Klaviyo to Zapier in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Klaviyo account linked to Zapier once, then reused by every Zap that needs it.
- 02
Pick Klaviyo and sign in
Type Klaviyo in the search box of the dialog, pick it, then click Add connection. A new tab opens on Klaviyo: sign in with the account that owns the lists and campaigns you plan to touch.
- 03
Grant access
Accept the access Zapier asks for. If the lists or segments belong to a colleague, make sure your Klaviyo user can read and write on them first, otherwise the Zap will only see part of the account.
Your first Zap: route new SMS subscribers to a VIP list
GoalA DTC skincare brand wants every new profile that opted in to SMS to land in its VIP list, without anyone copying it over by hand.
- 01
Build: pick the trigger
Create a Zap, choose Klaviyo, then
New Profile. Use its optional channel setting to keep only profiles that subscribed to SMS. - 02
Test the trigger
Run the test. Zapier brings back the three most recent profiles of your account, so you build the rest on a real one instead of guessing.
- 03
Add a filter if you need one
Click the plus icon, add Filter, then set the field, the rule and the value. It makes the Zap multi-step, so it needs a paid plan.
- 04
Add the action
Pick
Add Profile to List, map the profile ID from the trigger, and choose the VIP list. A double opt-in list sends a confirmation email first. - 05
Test, then publish
Test the action and check the profile in Klaviyo. Then click Publish: the Zap is on and only reacts to profiles created from now on.
Klaviyo triggers on Zapier
3 events start a Zap when something happens in Klaviyo. Zapier checks for them at the interval your plan allows.
New Event
Polling triggerIn Zapier“Triggers on a new event. Optional filtering by metric.”
Starts the Zap whenever Klaviyo records a new event. You can narrow it down to a single metric, which keeps the Zap from waking up on every bit of activity in the account.
Profile added to Segment or List
Polling triggerIn Zapier“Triggers when a Profile is added to a Segment or to a List.”
Watches one list or one segment you choose and fires when a profile joins it. Segments are where Klaviyo already does the sorting for you, so this trigger lets the rest of your tools reuse that logic instead of rebuilding it.
New Profile
Polling triggerIn Zapier“Triggers when a new Profile is created. Optionally filter for new Profiles that subscribed to a specific channel.”
Fires each time Klaviyo creates a profile. An optional setting keeps only new profiles that subscribed to a specific channel, email or SMS, which is the simplest way to treat the two audiences differently.
Klaviyo actions on Zapier
Klaviyo gives you 15 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Add Profile to List
ActionIn Zapier“Adds an existing profile to a list”
Puts an existing profile into a list. It does not touch their email or SMS consent, only their list membership.
Add Tag to List
ActionIn Zapier“Adds an existing tag to a list”
Attaches a tag that already exists to a list, which helps keep a large account organised.
Add Tag to Segment
ActionIn Zapier“Adds an existing tag to a Segment”
Same idea as for lists, applied to a segment: an existing tag gets attached to it.
Create List
ActionIn Zapier“Creates a new list.”
Makes a new, empty list in Klaviyo from a single required field, its name.
Create Profile
ActionIn Zapier“Creates a new Profile. Optionally subscribe the Profile to a channel (email or SMS).”
Adds a brand new person to Klaviyo and, if you tick it, subscribes them to email or SMS in the same step.
Create Event
ActionIn Zapier“Creates a new event for a specific metric.”
Logs an activity on a person's timeline under a metric. Pick an existing metric or type a new name, and Klaviyo creates that metric for you.
Remove Profile from List
ActionIn Zapier“Removes a Profile from a List.”
Takes a profile out of one list and leaves the rest of the account alone.
Remove Tag From List
ActionIn Zapier“Removes an existing tag from a list”
Detaches a tag from a list without deleting the tag or the list.
Remove Tag from Segment
ActionIn Zapier“Removes an existing tag from a Segment”
Pulls a tag off a segment, leaving the segment and its members untouched.
Send Campaign
ActionIn Zapier“Sends a draft campaign immediately.”
Sends a campaign that sits in draft, right away. It does not build the email; you prepare it in Klaviyo first.
Update Profile
ActionIn Zapier“Updates an existing profile and optionally adds them to a list.”
Changes the details of a profile that already exists and can add it to a list on the way.
Create Or Update Profile
ActionIn Zapier“Create or Update a Profile and add it to a list you specify. Profiles are single or double opted in based on the list's settings.”
Writes the profile whether it exists or not, then drops it into the list you name. Opt-in follows that list's own setting, single or double.
Subscribe Profile
ActionIn Zapier“Subscribe a Profile to Email Marketing, SMS Marketing or both.”
Records consent for email marketing, SMS marketing or both. Email or phone becomes required depending on the channel you pick.
Unsubscribe Profile
ActionIn Zapier“Unsubscribes a Profile from Email and/or SMS based on provided identifiers.”
Withdraws a person from email, SMS or both, based on the identifiers you pass.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
An advanced step that calls Klaviyo directly with your existing connection, for anything the other actions do not cover.
Klaviyo searches on Zapier
5 search steps look for data that already exists in Klaviyo, so a later step can use it.
Searches sit at the bottom of the action list in the editor, under SEARCH. They find something that already exists in Klaviyo and hand it to the next steps, which is how you get the IDs that several actions require. Each search makes the Zap multi-step.
Find Campaign
SearchIn Zapier“Find a campaign by name.”
Looks up a campaign by its name and returns it to the next step.
Find List
SearchIn Zapier“Find a list by name.”
Finds a list by name, so you do not have to hard-code it in every Zap.
Find Segment
SearchIn Zapier“Find a segment by name.”
Retrieves a segment from its name and passes it along.
Find a Profile
SearchFind or createIn Zapier“Finds a Profile by email address or phone number. Optionally, provide a list to search within.”
Finds a person by email or phone number, optionally inside one list. When both are given, a setting adds a second lookup by phone. In the editor you will also see Find or Create Subscriber: it is this same search with creation switched on, not an extra operation.
Find Tag
SearchIn Zapier“Find a tag by name.”
Returns a tag from its name so a tag action can use its ID.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap and the steps depending on it are skipped. Switch it on and the Zap carries on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: it asks for the fields needed to create the missing item, and the setting above disappears.
- If multiple search results are found?Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When the Klaviyo Zap breaks
Most Klaviyo Zaps that fail do so for one of a handful of reasons, and Zapier keeps a help article called 'Common Problems with Klaviyo' for the app-side ones.
Here are the cases worth knowing before you publish. For anything stranger, our Zapier troubleshooting page walks through the method.
An email where an ID is expected
Remove Profile from List and Update Profile want a profile ID. Mapping an email there fails the step; a Find a Profile search fixes it.Nobody gets added, a confirmation goes out
On a double opt-in list, Add Profile to List and Create Or Update Profile send a confirmation email first. The profile is not added straight away, unlike on a single opt-in list.Old profiles are never picked up
A Zap only reacts to what happens after you publish it. Profiles and events from before stay where they are; moving that backlog is a separate job.The Zap keeps restarting itself
If New Profile is the trigger and Create Profile the action on the same account, the Zap feeds itself and burns through your tasks quickly.A bulk import gets held back
After a large CSV import, a trigger can suddenly return a huge batch. Zapier's flood protection can hold that batch back instead of running it all.Send Campaign finds nothing to send
The action only sends a campaign still in draft. Point it at the ID of a draft, which Find Campaign can look up for you before the step runs.
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