{"id":39452,"date":"2024-05-08T17:45:33","date_gmt":"2024-05-08T12:15:33","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=39452"},"modified":"2024-05-08T18:36:55","modified_gmt":"2024-05-08T13:06:55","slug":"comprehensive-guide-klaviyo-salesforce-integration","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/comprehensive-guide-klaviyo-salesforce-integration\/","title":{"rendered":"Expert Guide to Klaviyo-Salesforce Integration"},"content":{"rendered":"\n<p>Application integration is key to streamlining operational efficiency. By syncing data and workflows between disparate applications, organizations can upgrade existing infrastructure, and introduce greater business agility into their operations management. In fact, the application integration market is <a href=\"https:\/\/www.marketsandmarkets.com\/Market-Reports\/application-integration-market-163845287.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">expected to touch $38 billion USD<\/a> by 2028.&nbsp;<\/p>\n\n\n\n<p>In this comprehensive guide, we\u2019re taking you through the ins and outs of Klaviyo-Salesforce integration. (Remember, we\u2019re talking about Salesforce CRM, not Salesforce Commerce Cloud.) Before we begin, two essential points to consider:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Make sure your Salesforce edition has API access. Data exchange is not possible in the absence of a proper API access. APIs are what define how applications would interact with each other. APIs also establish security, preempting any unauthorized access to your Salesforce data.<br \/><\/li><li>Klaviyo integration with Salesforce is not possible with free or low-tier Salesforce editions. You should be using Enterprise, Developer, Performance, or Unlimited editions.&nbsp;<\/li><\/ul>\n\n\n\n<p>By the end of this guide, plus a few weeks into settling in, you should be able to build more targeted campaigns, and see improved marketing and sales alignment, among other things. Let\u2019s roll!&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"#Obtain\">Obtain your Salesforce Security Token<br \/><\/a><\/li><li><a href=\"#add\">Add the Salesforce integration<\/a><br \/><\/li><li><a href=\"#Confirm\">Confirm the integration in Klaviyo<br \/><\/a><\/li><li><a href=\"#Understanding\">Understanding the \u2018Became Lead\u2019 metric<\/a><\/li><\/ul>\n\n\n\n<p><strong>Read more<\/strong>: <a href=\"https:\/\/email.uplers.com\/blog\/klaviyo-integrations\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best Klaviyo Integrations to Supercharge Email Campaigns<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Obtain\">Obtain Your Salesforce Security Token<\/h2>\n\n\n\n<p>You need to obtain your Salesforce Security Token to enable integration. You must have received it the first time you set up your Salesforce account. But if you don\u2019t have it now, you\u2019ll have to reset your Token in order to receive a new one.&nbsp;<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-37414 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-exacttarget-email-templates\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"240\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg\" class=\"attachment-full size-full\" alt=\"Salesforce\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg 1000w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-300x72.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-768x184.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-624x150.jpg 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-600x144.jpg 600w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/div><\/div>\n\n\n\n<p>To reset your Token on the Lightning Experience, follow these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce Lightning account.<br \/><\/li><li>On the top-right corner of the screen, click your Profile picture, and select Settings.&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"716\" height=\"322\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5.png\" alt=\"Salesforce Security Token\" class=\"wp-image-39453\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5.png 716w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-300x135.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-624x281.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image5-600x270.png 600w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Go to the menu on the left-hand side of the screen, and click Reset My Security Token.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"502\" height=\"320\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-1.png\" alt=\"Click Reset My Security Token\" class=\"wp-image-39455\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-1.png 502w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-1-300x191.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image9-1-220x140.png 220w\" sizes=\"auto, (max-width: 502px) 100vw, 502px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Make sure to update any other integration that was previously enabled using the old Token. Click on Reset Security Token.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"430\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11.png\" alt=\"Reset Security Token\" class=\"wp-image-39457\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11.png 1250w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-300x103.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-1024x352.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-768x264.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-624x215.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image11-600x206.png 600w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Like before, you\u2019ll receive an email with the new Token.&nbsp;<\/li><\/ul>\n\n\n\n<p>Now, to reset your Token on Salesforce Classic, follow these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce account.<br \/><\/li><li>Once again, on the top-right corner of the screen, click your Profile picture, and select My Settings.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"414\" height=\"250\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-1.png\" alt=\"My Settings\n\" class=\"wp-image-39458\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-1.png 414w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-1-300x181.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image3-1-232x140.png 232w\" sizes=\"auto, (max-width: 414px) 100vw, 414px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click Personal from the My Settings menu. Then select the Reset My Security Token option.&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"446\" height=\"676\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12.png\" alt=\"Reset My Security Token\" class=\"wp-image-39460\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12.png 446w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-198x300.png 198w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-92x140.png 92w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image12-396x600.png 396w\" sizes=\"auto, (max-width: 446px) 100vw, 446px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Make sure to update any other integration that was previously enabled using the old Token. Click Reset Security Token.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1296\" height=\"466\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2.png\" alt=\"Reset My Security Token\" class=\"wp-image-39461\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2.png 1296w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2-300x108.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2-1024x368.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2-768x276.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2-624x224.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image1-2-600x216.png 600w\" sizes=\"auto, (max-width: 1296px) 100vw, 1296px\" \/><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/help.klaviyo.com\/hc\/en-us\/articles\/115005081947#h_01HH31CVBJV0PD2YCHRFG5443J\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Source<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Like before, you\u2019ll receive an email with the new Token.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"add\">Add the Salesforce Integration<\/h2>\n\n\n\n<p>For enabling Salesforce integration in Klaviyo, follow these steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Klaviyo account.<br \/><\/li><li>Click your account name, and select Integrations.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"301\" height=\"280\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-1.png\" alt=\"Log in to your Klaviyo account\" class=\"wp-image-39462\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-1.png 301w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image4-1-151x140.png 151w\" sizes=\"auto, (max-width: 301px) 100vw, 301px\" \/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Next, click \u2018Add integration.\u2019<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"537\" height=\"115\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-1.png\" alt=\"Add Ontegration\" class=\"wp-image-39463\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-1.png 537w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image8-1-300x64.png 300w\" sizes=\"auto, (max-width: 537px) 100vw, 537px\" \/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>Search for Salesforce in the search box. Select the first card, as shown below.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"364\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-1024x364.png\" alt=\"Search for Salesforce in the search box\" class=\"wp-image-39464\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-1024x364.png 1024w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-300x107.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-768x273.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-624x222.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7-600x213.png 600w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image7.png 1480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>You should now see the following credentials on your screen. Enter your Salesforce username, password, and your Security Token. That done, click Connect to Salesforce.&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"860\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10.png\" alt=\"Steps to Integrate with Salesforce\n\" class=\"wp-image-39465\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10.png 992w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-300x260.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-768x666.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-161x140.png 161w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-624x541.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image10-600x520.png 600w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/figure><\/div>\n\n\n\n<p>Voila! You have successfully initiated the integration process. You would still need to keep tabs on the integration for confirmation. Over to the next section for that!<\/p>\n\n\n\n<p><strong>Read more<\/strong>: <a href=\"https:\/\/email.uplers.com\/blog\/integrate-salesforce-crm-with-adobe-marketo\/\" target=\"_blank\" rel=\"noreferrer noopener\">How To Integrate Salesforce CRM With Adobe Marketo<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Confirm\">Confirming Klaviyo Integration with Salesforce<\/h2>\n\n\n\n<p>To confirm whether or not the integration has been successful, in your Klaviyo instance, head to the Analytics option, and select Metrics.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"243\" height=\"704\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-1.png\" alt=\"Confirming Klaviyo Integration with Salesforce\n\" class=\"wp-image-39466\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-1.png 243w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-1-104x300.png 104w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-1-48x140.png 48w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image6-1-207x600.png 207w\" sizes=\"auto, (max-width: 243px) 100vw, 243px\" \/><\/figure><\/div>\n\n\n\n<p>Next, click the Activity Feed icon. If your integration was successfully initiated, you should see \u2018Became Lead\u2019 events added to the Feed.&nbsp;<\/p>\n\n\n\n<p>Klaviyo\u2019s documentation also recommends other ways to confirm the integration:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Verify the number of leads Klaviyo imports from Salesforce. The number of leads added to Klaviyo at a time should match the number of leads added to Salesforce.<br \/><\/li><li>You can also check the number of payments added on a given day against the corresponding data in Salesforce.<br \/><\/li><li>In the event of data discrepancy, Klaviyo recommends matching the time zone in your Klaviyo account with that in your Salesforce instance. To do that, click your profile name, select Settings, then click Organization. Update the time zone.&nbsp;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image border1-black\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2.png\" alt=\"Confirming Klaviyo Integration with Salesforce\n\" class=\"wp-image-39467\" width=\"807\" height=\"373\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2.png 809w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2-300x140.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2-768x355.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2-624x288.png 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/05\/image2-2-600x277.png 600w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/figure><\/div>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-37694 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-exacttarget-email-templates\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"240\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg\" class=\"attachment-full size-full\" alt=\"Salesforce\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg 1000w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-300x72.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-768x184.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-624x150.jpg 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-600x144.jpg 600w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Understanding\">Understanding the \u2018Became Lead\u2019 Metric<\/h2>\n\n\n\n<p>\u2018Became Lead\u2019 is the only metric that Klaviyo syncs with Salesforce CRM. Any new lead in Salesforce will trigger the \u2018Became Lead\u2019 metric in Klaviyo. The event initiates the data exchange process, upon which Klaviyo retrieves custom properties for the lead, and then attaches the synced data to the lead\u2019s Klaviyo profile.&nbsp;<\/p>\n\n\n\n<p>Now it\u2019s important to understand that the \u2018Became Lead\u2019 event doesn\u2019t itself contain any data from Salesforce, but only acts as a trigger for the data exchange process. So don\u2019t expect a full data transfer immediately after the \u2018Became Lead\u2019 event is logged. Data synchronization occurs hourly.&nbsp;<\/p>\n\n\n\n<p>Note that Klaviyo does not automatically retrieve updated lead data from Salesforce after the initial data exchange. For instance, if certain leads update their information in Salesforce, the same will not reflect in Klaviyo, causing a potential mismatch.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Get Started with ESP-agnostic Integration Experts!<\/h2>\n\n\n\n<p>Our team has the <a href=\"https:\/\/email.uplers.com\/esp-migration-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">expertise on all leading ESPs<\/a>, including Salesforce and Klaviyo. We\u2019re an old hand, having worked with over 5000 global brands and agencies. For more information, get in touch with our ESP experts.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Application integration is at the core of operational efficiency and agile marketing. Learn how to enable Klaviyo-Salesforce (CRM) integration. <\/p>\n","protected":false},"author":78,"featured_media":39468,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1250,1267],"tags":[1324],"class_list":["post-39452","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-klaviyo","category-salesforce","tag-klaviyo-salesforce-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Supercharge Marketing and Sales: Klaviyo-Salesforce Integration Guide<\/title>\n<meta name=\"description\" content=\"Unleash the potential of Klaviyo and Salesforce together! Learn how to integrate these platforms for targeted campaigns, improved workflows, and a boost in marketing and sales.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/email.uplers.com\/blog\/comprehensive-guide-klaviyo-salesforce-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Supercharge Marketing and Sales: Klaviyo-Salesforce Integration Guide\" \/>\n<meta property=\"og:description\" content=\"Unleash the potential of Klaviyo and Salesforce together! 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