The Core Benefits of the Integration
The integration has many benefits. First, it synchronizes data. Customer information is always up to date. Second, it creates a single customer profile. You can see all their actions in one place. Third, it allows for advanced segmentation. You can send very targeted emails. Fourth, it lets you create complex automations. Your marketing can run on autopilot. These benefits save time. They also lead to better results. It is a very smart way to work.
Synchronizing Customer Data Seamlessly
Data synchronization is a major benefit. HubSpot holds your sales data. It has information about your deals. Klaviyo holds your marketing data. It has information about email opens. When the platforms are connected, this data is shared. A new contact in HubSpot is added to Klaviyo. A new purchase in Klaviyo is logged in HubSpot. This ensures your data is always correct. It prevents errors and makes your work easier. Consequently, you can trust your data.
Creating a Unified View of the Customer
A unified view is very important. It means you can see everything. You can see a customer's website visits. You can see their email opens. You can also see their purchases. You can also see their sales history. This information is all in one place. You do not have to jump between tools. This helps your team work better. Salespeople know what marketing sent. Marketers whatsapp lead know what the sales team is doing. It helps everyone be on the same page.
Building Advanced Segments in Klaviyo with HubSpot Data
Segmentation is about sending the right message. Klaviyo is good at segmentation. But with HubSpot data, it gets better. You can create very specific groups. For example, you can create a group of customers. They must be in a certain sales stage. They also must have opened a specific email. This lets you send a very targeted message. This message is much more likely to work. It feels personal to the customer. Therefore, it leads to higher conversion.
Triggering Klaviyo Emails from HubSpot Workflows
This is a very powerful feature. HubSpot has a great automation tool. It can do many things. For instance, you can set a trigger. The trigger can be a deal stage change. When a deal moves, an action happens. That action can be to send an email. It can send a special email from Klaviyo. This email can be a welcome series. It can also be a special discount. This integration makes your workflows very smart. It helps you nurture leads automatically.
The Step-by-Step Setup Process
Setting up the integration is simple. You need to have both platforms. You need to have a paid plan for both. First, you log in to your HubSpot account. You go to the app marketplace. You search for Klaviyo. You click on the app and connect it. You have to give it permission. You have to authorize it. Then you do the same thing in Klaviyo. You go to the integrations section. You find HubSpot and connect it. The process is very straightforward. It usually takes just a few minutes.