Klaviyo is a marketing automation platform built around profiles to target unified customer records. If you're using it, you can connect it to NotLuck CRM and transfer your leads into customer-facing automations that can react to Klaviyo activity and write back to Klaviyo in real time as workflow data changes elsewhere. Let's learn how!

Connecting Your Klaviyo Account

Head to the Integrations section in your account settings and click Connect under Klaviyo.

Log in to your account, then click continue.

Click Allow to finish the integration.

Using The Integration

Triggers

All triggers poll Klaviyo every 5 minutes and surface matching records since the last poll, in order. The available triggers are:

  1. New event: Triggers when a new event is created in Klaviyo.
  2. New profile: Triggers when a new profile is created in Klaviyo.
  3. Profile added to list: Triggers when a profile is added to a list in Klaviyo. To use it, select the list they must belong to.
  4. Profile added to segment: Triggers when a profile is added to a segment in Klaviyo. To use it, select the segment they must belong to.

Actions

Seventeen actions covering the full profile lifecycle, list management, segment lookup, tag management across lists and segments, campaign discovery, and one-click sending of a draft campaign. The available options are:

  1. Add profile to list: Adds an existing profile, identified by ID, to your selected list.
  2. Add tag to list: Attaches one or more tags to a selected list.
  3. Add tag to segment: Attaches one or more tags to a selected segment.
  4. Remove tag from list: Detaches one or more tags from your selected list.
  5. Remove tag from segment: Detaches one or more tags from the selected segment.
  6. Find tags: List tags from the Klaviyo account, optionally filtered by name.
  7. Find segment: Looks up a Klaviyo segment by name and returns the segment ID.
  8. Find list: Looks up a Klaviyo list by name.

  1. Find campaigns: Lists your campaigns to help you discover drafts.
  2. Find profile: Looks up a profile by email or phone and returns the profile payload if found.
  3. Remove profile from list: Removes a profile from a list (membership only).
  4. Create list: Creates a new Klaviyo list with the given name and returns the list ID.
  5. Send campaign: Send a draft Klaviyo campaign immediately. The campaign's recipients, subject, and content are configured inside Klaviyo.
  6. Create profile: Creates a new Klaviyo profile from workflow data. It doesn't subscribe customers to your marketing messaging.
  7. Update profile: Updates an existing profile by ID or email. Does not change consent status.
  8. Subscribe profile: Subscribes a profile to email and/or SMS with explicit consent. Channels are handled independently.
  9. Unsubscribe profile: Unsubscribes a profile from email and/or SMS marketing.

When you're using Klaviyo triggers or actions, always test before publishing. Testing locks the payload schema and gives downstream steps a real record to map against.

FAQs

Q: Are Klaviyo triggers and actions premium workflow components?

A: Yes. All triggers and all actions are flagged as premium and consume premium action credits at the standard automation rate. Klaviyo plan usage (active profiles, SMS credits) is billed by Klaviyo directly on your Klaviyo account.

Q: Are email and SMS subscribed to together?

A: No. Klaviyo tracks email consent and SMS consent separately. The subscribe profile takes channel flags; you can subscribe to email only, SMS only, or both. Always reflect what the customer explicitly consented to.

Q: How do tags differ from lists and segments?

A: Tags are organisational metadata attached to lists and segments; they don't hold profiles themselves. Use tags to categorise lists and segments (for example, 'onboarding', 'win-back', 'black-friday-2026') so reporting and filtering remain clean as the account grows.