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Business productivity ⇄ CRM

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

Keep Klaviyo and Salesforce 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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Migrated from Mulesoft
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Why teams connect Klaviyo and Salesforce

Sync what happens in Klaviyo with the customer records in Salesforce, 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 Metrics, Campaigns, Flows, Templates in Klaviyo to Tasks and Events, Products and Price Books, Custom Objects, Accounts in Salesforce with bi-directional, real-time sync. Activity and record changes in Klaviyo update the matching contact or account in Salesforce, and CRM data flows the other way wherever Klaviyo can store and use it.

Common use cases

  • Mirror campaign and flow engagement events into a warehouse for revenue attribution alongside order data
  • Keep suppression and consent status consistent between Klaviyo and other email or SMS tools
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.
  • Consolidate multiple Salesforce orgs into a single database for cross-org reporting after an acquisition.

Where Klaviyo supplies contact or company data

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

Where Klaviyo processes payments

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

Where Klaviyo can store CRM context: fields kept current

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

What you can sync between Klaviyo and Salesforce

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.

Klaviyo objects Salesforce objects
Profiles Person records with arbitrary custom properties are the target for CRM and warehouse-sourced attributes. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Lists Static audience memberships sync in from CRMs and forms for targeting. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Segments Dynamic audiences are readable so other tools can mirror who qualifies. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Events Timestamped behavioral records tied to metrics; external order and product events are pushed in to trigger flows. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Metrics Event type definitions organize the activity stream used in segmentation and attribution. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
Campaigns Email and SMS sends expose performance data for warehouse-based reporting. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines.
What ships with Klaviyo ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Klaviyo or Salesforce 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 Klaviyo or Salesforce record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Klaviyo and Salesforce connectors work

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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Klaviyo to Salesforce — 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 Klaviyo and Salesforce 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
    Klaviyo connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Klaviyo and Salesforce 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 Klaviyo and Salesforce.

Popular · 8 of 386
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