Create a profile in Klaviyo and add it to a list based on Jotform responses

Launch this workflow to connect Klaviyo & Jotform !

■Overview

When managing surveys or inquiry forms in Jotform, do you find it time-consuming to transfer collected responses to Klaviyo?
Manual data entry not only delays information updates but also increases the risk of human errors, such as copy-and-paste mistakes.
With this workflow, you can automate everything from creating profiles in Klaviyo to adding them to a list, triggered by a Jotform form submission.
Resolve the challenges of lead management and streamline your operations.

■Who Should Use This Template

Marketing professionals who manually register lead information collected through Jotform in Klaviyo
Those who want to automate the process from collecting form responses to creating customer lists and accelerate lead nurturing
Those who want to prevent manual data entry errors and improve the accuracy of customer information

■Benefits of Using This Template

Creating profiles in Klaviyo and adding them to a list are automated when a Jotform form is submitted, reducing the time required for data transfer.
Because manual data entry is no longer required, you can prevent human errors such as incorrect names or email addresses and missed registrations.

■Workflow

First, register Jotform and Klaviyo as the accounts you want to connect with Yoom in My Apps.
Next, select Jotform as the trigger, set the “When a form is submitted” action, and specify the form you want to use as the starting point for the automation.
Set the “Get the latest response” action for Jotform in an operation to retrieve the specific responses submitted through the form.
Set the “Create a profile” action for Klaviyo in an operation, and map information such as the email address and name retrieved in the previous step.
Finally, set the “Add a profile to a list” action for Klaviyo in an operation, and configure it to add the created profile to any list you choose.

※ “Trigger”: An action that starts the workflow; “Operation”: An action that processes data within the workflow after the trigger starts

■Customization Options

When retrieving responses from Jotform, specify the form from which you want to retrieve responses.
When creating a profile in Klaviyo, configure which responses should be mapped to each field.
When adding a profile to a list in Klaviyo, specify the list to which it should be added.
You can organize lists by campaign or inquiry type, for example.

■Notes

Connect both Jotform and Klaviyo with Yoom.
For instructions on configuring Jotform webhooks and retrieving the latest responses, see “How to Configure Jotform Webhooks and Retrieve the Latest Responses”.

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About the Apps

Klaviyo

Yoom allows you to integrate with Klaviyo's API without any code, enabling you to automate operations on Klaviyo via the API. For example, you can register information submitted through Google Forms or Typeform as profiles in Klaviyo, or automatically log event information in Klaviyo whenever customer information is updated in CRMs like Salesforce or HubSpot.

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