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Klaviyo integration

Use Klaviyo in Zoft workflows, voice agents, chat agents and AI employees. Use Klaviyo from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Profile
  2. ZoftAgent or workflow decides what happens next
  3. Then in KlaviyoCreate List
  4. AndCreate Profile
Illustrative flow built from Klaviyo’s real triggers and actions.

Zoft + Klaviyo

What Zoft can do with Klaviyo.

  • 01Voice agentsA phone agent can use Klaviyo actions such as Create List and Create Profile during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Klaviyo while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Profile” happens in Klaviyo, or use Klaviyo as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Klaviyo actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in Klaviyo.

  • Create ListCreate a new subscriber list.
  • Create ProfileAdd new user profile with email/SMS subscription options
  • Find Tag by NameFind tags whose name contains the search query.
  • Update ProfileUpdate existing profile data and preferences.
  • Find List by NameFind lists by name with optional additional data
  • Custom API CallMake a custom API call to a specific endpoint
  • Add Profile to ListAdd profiles to a specific list without changing subscription status.
  • Subscribe ProfileSubscribe profiles to email or SMS marketing on a list.
  • Unsubscribe ProfileUnsubscribe profiles from email or SMS marketing on a list.
  • Remove Profile from ListRemove profiles from a specific list.
Show all 11
  • Find Profile by Email/PhoneFind a profile using email or phone number.

Triggers 2

Events in Klaviyo that can start a workflow.

  • New ProfileTriggers when a new profile is created in Klaviyo.
  • Profile Added to List/SegmentTriggers when a profile is added to a specific list or segment.

Setup

Connect Klaviyo in three steps.

  1. 01ConnectChoose Klaviyo in Connections and approve access in the Klaviyo sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Klaviyo as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Klaviyo on Zoft, answered.

What can Zoft do with Klaviyo?

Zoft supports 11 actions and 2 triggers for Klaviyo. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Klaviyo to Zoft?

Choose Klaviyo in Connections and approve access in the Klaviyo sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Klaviyo?

Yes. Once Klaviyo is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Klaviyo without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Klaviyo to work in your operation.

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