Klaviyo’s automated marketing tools let you segment your audience, schedule email messages, and keep track of your clients. When you connect Typeform’s automations with Klaviyo, it’ll automatically create or update contacts in Klaviyo from contact updates or form responses in Typeform.
In this article, we’ll walk you through how to set up this automation to start whenever a contact is created or updated in Typeform. Then the contact data from Typeform will create or update a contact in Klaviyo.
What you’ll need:
- A Typeform account on the Plus, Business, Talent, Growth Flow, Growth Custom, or Enterprise plan
- The Contacts & Automations add-on
- A Klaviyo account
Create contacts and map form questions to contact properties
To set up the automation based on your Typeform contact activity or updates,
you’ll need to set up your contacts database with contact properties to store and organize information about your contacts in Typeform.
Then you’ll need to add contacts to your contacts database to create contact profiles. You can add contacts from form responses, import them from a CSV, or create them manually. If you’re adding contacts from form responses, you’ll need to map your form responses to your contact properties. An email address is needed for a contact profile to be created.
Create an automation and connect to Klaviyo
After mapping form responses to contact properties, you can trigger an automation to start when a contact is updated (for example, when a new contact is created). You can then connect the automation with Klaviyo to automatically add or update contacts in Klaviyo whenever someone becomes a contact in Typeform.
- From your workspace, click Automations.
- Click + Create automation.
- Select what will trigger this automation, Form submission or Contact activity or updates. We’ll select Contact activity or updates.
- Give your automation a name by clicking the default name in the top left corner.
- Select what will trigger this automation from the dropdown list. We’ll select Contact is created.
- Optionally, add a contact list and contact property filter if you want to filter this automation for a specific group of contacts.
- Click the + icon in the middle to add an action.
Then select Send to integration.
- Click on the Klaviyo icon.
- Select which account you want to connect to from the dropdown or click Add a new account. Then click Continue.
- Select which list in Klaviyo you want to update from the dropdown. Then click Continue.
- Next, map Typeform’s contact properties/form responses to Klaviyo’s fields. Click Finish when you’re done.
- Click Activate to turn this automation on.
Now when a respondent becomes a contact in Typeform, they will also be added as a contact in Klaviyo.
Add a time delay or another action
With automations, you can add a time delay to actions and add additional actions. For example, when a contact is created, you can create a new contact in Klaviyo and in 1 day send a Slack notification to your team.
To add a time delay, click the + button and select Time delay.
In the right side menu, select the time delay for when you want the automation to continue. In the dropdown you can select to delay by Minutes, Hours, or Days.
Then click the + button to select what action you want to occur. You can send an email, send text(SMS), send a webhook, or send to another integration.
Delete or update Klaviyo automation
To delete the Klaviyo action, click on the 3 dots and select Delete action.
To edit the Klaviyo action, click Edit in the right side menu.