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CRM ⇄ Business productivity

Freshworks CRM to Klaviyo integration — real-time, two-way sync

Keep Freshworks CRM 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 Freshworks CRM and Klaviyo

Sync what happens in Klaviyo with the customer records in Freshworks CRM, 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 Profiles, Lists, Segments, Events in Klaviyo to Sales activities, Lists, Notes, Contacts in Freshworks CRM with bi-directional, real-time sync. Activity and record changes in Klaviyo update the matching contact or account in Freshworks CRM, 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
  • Two-way sync accounts and deals with an ERP so quotes and invoices reference the same customer records.
  • Keep list membership aligned with segments computed in the warehouse.

Where Klaviyo processes payments

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

Where Klaviyo can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Freshworks CRM sync into Klaviyo, so people working there have the context without switching tools.

Where Klaviyo runs outreach

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

What you can sync between Freshworks CRM 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.

Freshworks CRM objects Klaviyo objects
Tasks Follow-ups created from external signals such as product usage events. Lists Static audience memberships sync in from CRMs and forms for targeting.
Appointments Meeting records readable for activity reporting. Segments Dynamic audiences are readable so other tools can mirror who qualifies.
Sales activities Logged activity types used in engagement and productivity analysis. Events Timestamped behavioral records tied to metrics; external order and product events are pushed in to trigger flows.
Lists Contact list membership synced against segments computed in a warehouse. Metrics Event type definitions organize the activity stream used in segmentation and attribution.
Notes Context records attached to contacts, accounts, and deals. Campaigns Email and SMS sends expose performance data for warehouse-based reporting.
Contacts Unified sales-and-marketing person records; the core entity for bidirectional syncs. Flows Automation definitions and their engagement data sync outward for attribution.
What ships with Freshworks CRM ⇄ Klaviyo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Freshworks CRM 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 Freshworks CRM or Klaviyo record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Freshworks CRM and Klaviyo connectors work

Freshworks CRM

Integration surface
REST API
Authentication
API key sent as a Token authorization header
Change detection
Polling with updated-at filters; outbound webhooks can be configured through workflow automations
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that vary by plan

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 Freshworks CRM 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 Freshworks CRM 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
    Freshworks CRM connected
    Klaviyo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Freshworks CRM 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 · Freshworks CRM ⇄ 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
    Freshworks CRM Klaviyo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Freshworks CRM 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.

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:

Related integrations

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

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