Connect your Salesforce support data to your Klaviyo marketing engine. Finally.
Your support data is the richest signal you have about customer health. Now your marketing engine can use it - automatically, in real time, without engineering.
Business Impact
What your team gains on day one.
Higher CSAT
Stop marketing to customers mid-complaint
Automatic suppression protects every customer with an open case - no manual review, no missed edge cases.
Lower churn risk
Catch repeat complainers before they leave
Retention flows trigger automatically the moment the repeat-contact pattern is detected - before the decision to leave.
Zero consent lag
Opt-out anywhere, suppressed everywhere in seconds
Unsubscribes in Klaviyo or opt-outs told to support agents propagate in both directions - real-time, fully audited.
Smarter campaigns
Flows that respond to what support already knows
Every flow gains live support context - case status, type, open count, resolution history - without a single manual export.
The Problem
A customer files a complaint.
Marketing sends them a sale.
Neither team did anything wrong. The damage happened in the gap between two disconnected systems.
This isn't just a data problem - it's a revenue and retention problem. Every promotional email sent during an open case is a brand-damage moment. Every consent lag is a compliance window. Every stale profile is a campaign wasted on yesterday's customer.
The Difference
What changes when your systems talk.
The gap between Salesforce and Klaviyo isn't just a technical problem. Every row below is a revenue or retention event.
Marketing sends promotions while a customer waits on an open case
Campaigns auto-suppress customers with active support tickets
A Klaviyo unsubscribe takes hours - or days - to reach Salesforce
Opt-out anywhere, suppressed everywhere within seconds
Support agents handle cases with no idea what marketing sent
Agents see recent campaign activity directly in the Service Console
A customer files three cases in 60 days - nobody connects the pattern
Support frequency triggers a retention flow before churn happens
Klaviyo profiles go stale between manual exports
Profiles stay current with every contact sync - automatically
No record of what synced, what failed, or when
Full audit trail on every event - source, direction, timestamp
The Integration
Two platforms. One connected experience.
Data flows both ways. Every contact stays current. Every consent change is instant. Every sync is logged.
Salesforce
Service Cloud
Klaviyo
Email & SMS
One integration. Contacts always current. Consent always accurate. Cases always visible.
What Your Teams Gain
Built for every team that touches the customer.
The integration doesn't just move data - it changes what each team can do with it.
Campaigns that reflect reality
- Segments that stay current - no manual exports, no stale data
- Flows that respond to case opens, closures, and escalations automatically
- Complete customer history in Klaviyo from day one
- Zero compliance exposure from consent lag
Agents with the full picture
- See which campaigns a customer clicked before they called
- Know when a customer is in a retention or winback flow
- Automatic suppression when a case opens - no manual steps
- No more "why are you emailing me?" callbacks
Compliance and visibility
- Opt-out anywhere, suppressed everywhere in seconds
- Email and SMS consent tracked separately across both systems
- Full audit log - source, direction, status - on every sync event
- Answers ready when a compliance question comes up
The Process
Up and running in 15 minutes.
Connect Salesforce
Your contact profiles, case history, and consent records become available to Klaviyo immediately. OAuth only — no credentials stored.
Connect Klaviyo
Your flows gain access to live support data from the moment you connect. Consent webhooks are created automatically — nothing to configure manually.
Turn on sync
From this point, your marketing engine and support system share a single view of every customer. Contacts sync within 30 minutes. Case events fire in real time.
Both connections use OAuth with PKCE - your credentials are never stored in plain text
FAQ
Frequently asked questions.
Everything you need to know before getting started.
Ready to connect your Salesforce and Klaviyo data?
Join early access. Limited onboarding spots available. You'll get direct support from the Solvative product team through setup and beyond.