How to set up Klaviyo integration

Sync quote request customer data to Klaviyo profiles automatically, so you can use Klaviyo for marketing automation and follow-up campaigns.

This is a Pro feature.

Where to find it

1. In the Quotify dashboard, go to Settings in the sidebar.
2. Click Klaviyo in the settings navigation.

Step 1: Connect your Klaviyo API key

1. In the API Configuration section, paste your Klaviyo private API key into the password field. It starts with pk_.
2. Click the Test connection button to verify the key is valid. You will see a success message if the connection works, or an error message if something is wrong.
3. Click Save in the bar at the top of the page.

To find your Klaviyo API key, go to your Klaviyo account, navigate to Settings > API keys, and copy a private API key. If you do not have one, create a new private key with write access to Profiles and Lists.

Step 2: Choose profile behavior

In the Profile behavior section, choose how Quotify handles Klaviyo profiles when a quote request comes in:

• Create or update -- If a profile with the same email already exists in Klaviyo, Quotify updates it with the latest data from the quote request. If no profile exists, a new one is created. This is the default and recommended option.
• Create only -- Quotify only creates a new profile. If the email already exists in Klaviyo, the sync is skipped and the existing profile is not modified.

Step 3: Choose which quote requests to sync

In the Sync mode section, decide which quote requests get synced to Klaviyo:

• All quote requests -- Every quote request is synced to Klaviyo.
• Conditional -- Only quote requests that match rules you define are synced. When you select this option, a rules editor appears where you can set conditions (for example, only sync requests from a specific country or with a certain field value).

Step 4: Map your form fields to Klaviyo profile fields

In the Field mapping section, you connect your Quotify form fields to Klaviyo profile fields. Each row shows a Klaviyo profile field on the left and a dropdown on the right where you pick the source.

The available Klaviyo profile fields are:

• Email (required) -- The customer email address. You must map this field or the sync will not work.
• Phone Number
• First Name
• Last Name
• Organization
• Job Title
• Address Line 1, Address Line 2, City, Country, State/Region, Zip/Postal Code

For each field, you can choose:

• A form field from your quote request form (grouped by section).
• Custom value -- Type in a static value that is the same for every synced profile.
• Leave it unmapped by keeping the default "Select a field" option.

Step 5: Send custom properties (optional)

In the Custom Properties section, you can send extra key/value pairs to Klaviyo beyond the standard profile fields above. These are stored on the Klaviyo profile under properties and can be used to segment customers and trigger flows in Klaviyo (for example, a flow that fires only when lead_source is "Quote Request").

Each row has three parts: a Property name, a Value source, and either a custom value or a form field reference.

Sending a static value

Use this when you want every synced profile to receive the same value — for example, tagging every quote-request profile with a source label.

1. Click Add property.
2. In Property name, enter the key Klaviyo will store (for example, lead_source).
3. In Value source, choose Custom value....
4. Type the static value in the field that appears (for example, Quote Request Widget).

Sending a form-field value

Use this when you want Klaviyo to receive a value the customer provided in the quote form — for example, a "Company Size" form field.

1. Click Add property.
2. In Property name, enter the Klaviyo key you want to store the value under (for example, company_size).
3. In Value source, pick a form field from the dropdown (form fields are grouped by section).

Click the delete icon next to a row to remove it. Incomplete rows (missing name, source, or value) are silently skipped when you save.

Step 6: Configure list subscription

In the List subscription section, choose what happens when a profile is synced:

Subscription mode

• Subscribe -- The customer is subscribed to marketing on the lists you select. This respects Klaviyo's double opt-in settings if you have them enabled. When you choose this mode, you can also pick which channels to subscribe the customer to:
• Email marketing
• SMS marketing (requires a phone number to be mapped)
• Add to list only -- The profile is added to the selected lists but is not subscribed to marketing. Use this if you want to segment customers in Klaviyo without sending them marketing emails or SMS.

Selecting lists

Once you have entered and saved a valid API key, your Klaviyo lists appear as checkboxes. Select one or more lists to add or subscribe profiles to.

If no lists appear, make sure your API key is saved and valid, and that you have at least one list created in your Klaviyo account.

What happens when a quote request comes in

When a customer submits a quote request:

1. Quotify checks if the sync mode conditions are met (all requests, or matching your rules).
2. The form field values are mapped to Klaviyo profile fields based on your mapping configuration.
3. A profile is created or updated in Klaviyo (depending on your behavior setting).
4. If you have lists selected, the profile is subscribed or added to those lists.
5. The result is logged in the Recent activity table at the bottom of the Klaviyo settings page.

Checking recent activity

At the bottom of the Klaviyo settings page, the Recent activity table shows the last 10 sync attempts. Each entry shows:

• Status -- A green "Success" badge or a red "Error" badge.
• Message -- A description of what happened (for example, "Profile synced successfully and subscribed to email marketing on 2 list(s)").
• Date -- When the sync happened, shown as a relative time (for example, "2 hours ago").

Use this table to verify the integration is working and to troubleshoot any errors.

Good to know

• The Email field mapping is required. If no email is available from the quote request, the sync is skipped and an error is logged.
• If a sync fails (for example, due to an invalid API key or a Klaviyo API error), the error is logged in the recent activity table. The quote request itself is not affected.
• SMS subscription requires both a phone number field mapping and the SMS channel to be selected.
• You can have up to 12 Klaviyo profile fields mapped at a time (email, phone, name, organization, job title, and address fields).
• Changing your settings does not retroactively sync past quote requests. Only new quote requests submitted after saving are synced.

Updated on: 12/05/2026