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

Launch this workflow to connect Klaviyo & Zoho Forms !

■Overview

Are you still manually adding customer information collected through Zoho Forms to Klaviyo?
Besides being time-consuming, this process can also lead to human errors such as copy-and-paste mistakes and missed registrations.
With this workflow, you can automate everything from creating profiles in Klaviyo to adding them to a list, triggered by form submissions in Zoho Forms.
Resolve the challenges of lead management and streamline your operations.

■Who should use this template

Anyone who wants to connect Zoho Forms with Klaviyo and streamline their marketing activities
Anyone struggling with issues such as data entry errors and missed follow-ups caused by manual data migration
Marketing professionals who want to instantly add lead information from forms to a list

■Benefits of using this template

Profiles are automatically created and added to Klaviyo after a response is submitted through Zoho Forms, reducing the time previously spent on manual work.
Eliminating manual data entry helps prevent human errors such as input mistakes and missed registrations.

■Flowbot workflow

First, connect Zoho Forms and Klaviyo with Yoom.
Next, select Zoho Forms as the trigger and set the “When a form is submitted” action.
Then, select Klaviyo as the operation and set the “Create a profile” action.
Finally, select Klaviyo again as the operation and set the “Add a profile to a list” action to add the created profile to a list.

※ “Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.

■Customization points for this workflow

When creating a profile in Klaviyo, map information such as the email address and name retrieved from Zoho Forms to the corresponding Klaviyo fields.
When adding the profile to a list in Klaviyo, specify the list to which you want to add the created profile.

■Notes‍

Connect both Zoho Forms and Klaviyo with Yoom.
For instructions on configuring a Zoho Forms webhook, see How to configure a Zoho Forms webhook.

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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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