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CRM ⇄ Business productivity

Close to Klaviyo integration — real-time, two-way sync

Keep Close and Klaviyo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Close and Klaviyo

Sync what happens in Klaviyo with the customer records in Close, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Klaviyo holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Lists, Segments, Events, Metrics in Klaviyo to Custom Activities, Custom Fields, Users, Smart Views in Close with bi-directional, real-time sync. Activity and record changes in Klaviyo update the matching contact or account in Close, and CRM data flows the other way wherever Klaviyo can store and use it.

Common use cases

  • Sync customer profiles between Klaviyo and the CRM or warehouse so segments can use fields beyond storefront data
  • Push offline, ERP, or subscription order events into Klaviyo as metrics to trigger post-purchase and win-back flows
  • Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.

Where Klaviyo runs outreach

Prospects, sends, and replies sync into Close, keeping lead status current without manual imports.

Where Klaviyo supplies contact or company data

Enriched fields land directly on records in Close, and refreshes keep them from going stale.

Where Klaviyo processes payments

Charges, refunds, and subscription changes appear on the account in Close, so revenue context lives with the relationship.

What you can sync between Close and Klaviyo

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Close objects Klaviyo objects
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Flows Automation definitions and their engagement data sync outward for attribution.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Templates Message templates are accessible via API for content management workflows.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Catalog Items Product catalog records synced from an ERP or PIM power product blocks and back-in-stock triggers.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Tags Organizational labels on campaigns, flows, and lists support reporting rollups.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Profiles Person records with arbitrary custom properties are the target for CRM and warehouse-sourced attributes.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Lists Static audience memberships sync in from CRMs and forms for targeting.
What ships with Close ⇄ Klaviyo

Connect Close and Klaviyo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Close–Klaviyo connection.

Real-time

Two-way sync

Changes in Close or Klaviyo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close or Klaviyo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Close or Klaviyo record.

Observability

Monitoring

Track your Close ⇄ Klaviyo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Close and Klaviyo.

How the Close and Klaviyo connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply
How it works

How to connect Close to Klaviyo — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Close and Klaviyo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Close connected
    Klaviyo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Close and Klaviyo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Close ⇄ Klaviyo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Close Klaviyo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close and Klaviyo integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and Klaviyo.

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