A comprehensive CRM platform offering sales automation, analytics, and multichannel communication at competitive pricing.
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Data-driven email and SMS marketing platform purpose-built for ecommerce brands with predictive analytics and deep integrations.
Full ReviewThe Zoho CRM to Klaviyo workflow connects a comprehensive CRM platform with an ecommerce-focused email and SMS marketing engine. This combination is particularly powerful for businesses that manage B2B and B2C sales relationships in Zoho while running data-driven email campaigns through Klaviyo's advanced segmentation and predictive analytics capabilities.
There is no native direct integration between Zoho CRM and Klaviyo, so this workflow relies on Zapier, Make (Integromat), or custom API connections. Zoho CRM provides a robust REST API with webhook support, and Klaviyo offers well-documented Track and Identify APIs that accept customer profile and event data. Zapier is the fastest path to production, while the API route offers the most flexibility for high-volume or complex data flows.
The business outcome centers on leveraging CRM relationship data to power sophisticated email marketing. Klaviyo excels at behavioral segmentation, predictive analytics (like predicted lifetime value and churn risk), and advanced A/B testing. When fed with Zoho CRM deal data, customer lifecycle information, and purchase history, Klaviyo can generate hyper-targeted campaigns that drive significantly higher revenue per email compared to generic blasts.
| Step | Tool | Action | Connection to Next Step |
|---|---|---|---|
| 1 | Zoho CRM | Contact, Lead, or Deal record created or updated | Zapier or API pushes profile and event data to Klaviyo |
| 2 | Klaviyo | Profile created/updated, flow triggered, or segment membership updated | Targeted email/SMS campaigns sent to contact |
In Zoho CRM, identify the modules and fields to sync. Relevant modules include Leads, Contacts, Deals, and Products. Key fields include Email, First Name, Last Name, Company, Lead Status, Lead Source, Deal Stage, Deal Amount, Product Interest, and any custom fields tracking customer preferences or purchase behavior.
Set up Zoho CRM workflow rules (Settings > Automation > Workflow Rules) to fire on specific events. Create rules for new Lead creation, Lead conversion to Contact, Deal stage changes, and Deal closure. Each workflow rule should trigger an outbound webhook or a Zapier-compatible event. If using Zoho Flow (Zoho's native automation platform), you can connect directly to Klaviyo's API endpoints.
For Zapier integration, create Zaps using Zoho CRM triggers: "New Lead," "New Contact," "Updated Module Entry," or "New Deal." Use Zapier's filter and formatter steps to transform Zoho data into Klaviyo-compatible formats. For example, convert Zoho's date format (yyyy-MM-dd) to Klaviyo's expected Unix timestamp for time-based properties.
In Klaviyo, configure custom properties on the profile object to receive Zoho CRM data. Navigate to Settings > Custom Properties and create fields for CRM Stage, Deal Value, Company Name, Industry, Lead Source, and any other segmentation attributes from Zoho. Set the property types correctly (text, number, date) to enable proper filtering.
Build Klaviyo Flows (automated sequences) that trigger based on CRM data. Create a "New Lead Welcome" flow triggered by the "CRM Stage" property being set to "New Lead." Build a "Deal Nurture" flow triggered when "CRM Stage" equals "Proposal." Design a "Win-Back" flow triggered when "CRM Stage" is set to "Closed Lost" with a time delay of 30 days. Each flow should use conditional splits based on properties like Industry or Deal Value to personalize content.
Leverage Klaviyo's predictive analytics by ensuring enough historical data flows from Zoho. Once Klaviyo has 90+ days of customer data, it can calculate predicted lifetime value, predicted churn date, and predicted next order date — all of which can be used as segment criteria for proactive marketing campaigns.
From Zoho CRM to Klaviyo: email address, first and last name, company name, phone number, lead source, lead status, deal stage, deal amount, deal close date, product interests, custom fields, and event data (deal created, deal won, deal lost). Data flows via Zapier (1-15 minute delay) or API webhooks (near real-time).
From Klaviyo to Zoho CRM: email engagement metrics (open rate, click rate), flow enrollment status, campaign response data, predicted lifetime value, and unsubscribe events. This reverse sync requires a separate Zapier Zap or webhook configuration from Klaviyo to Zoho CRM's API.
D2C brand with wholesale accounts: A consumer brand manages wholesale buyer relationships in Zoho CRM while using Klaviyo for direct-to-consumer email marketing. When wholesale deals close in Zoho, Klaviyo creates co-marketing email campaigns featuring the new retail partner, driving consumer awareness to the new point of sale.
SaaS with ecommerce billing: A software company tracks enterprise deals in Zoho CRM and uses Klaviyo for product adoption emails. Deal stage changes trigger Klaviyo flows with relevant product documentation, training videos, and feature adoption sequences tailored to the customer's purchased plan tier.
Professional services upselling: An agency tracks client projects in Zoho CRM Deals. Klaviyo sends automated check-in campaigns at project milestones, satisfaction surveys, and case study requests. When projects near completion, upsell campaigns for additional services are triggered automatically.
Without this workflow, marketing teams manually export contact lists from Zoho CRM, format them for Klaviyo import, and manually trigger campaigns — a process consuming 4-6 hours weekly. This automation eliminates that entirely. Additionally, Klaviyo's superior segmentation capabilities (compared to manual list building) typically improve email revenue by 25-40%, meaning time spent on campaigns generates significantly higher returns. Sales reps save 30-45 minutes daily by not needing to send individual follow-up emails.
Zoho's own Zoho Campaigns and Zoho Marketing Automation provide native CRM integration within the Zoho ecosystem at competitive pricing. ActiveCampaign offers a combined CRM and email marketing platform that could replace both tools. For pure ecommerce use cases, Shopify plus Klaviyo is a more common pairing. Drip is another ecommerce-focused email platform that integrates with Zoho CRM via Zapier with similar capabilities to Klaviyo.
