Resources/Connect Klaviyo
Tutorial6 min read · Pro+ plan

Connect Klaviyo to Appalix

Klaviyo is the leading email and SMS platform for e-commerce. Connecting it to Appalix means every contact you add to Sage CRM is automatically added to your Klaviyo list — triggering your welcome flows, win-back sequences, and campaigns without any manual export. Setup takes under 3 minutes.

What you'll need

  • An Appalix account on Pro plan or above
  • A Klaviyo account (any plan)
  • A Klaviyo Private API Key and the target List ID

Step 1 — Create a Klaviyo Private API Key

  1. Log in to Klaviyo and click your account name (bottom-left).
  2. Go to Settings → API Keys.
  3. Click Create Private API Key.
  4. Give the key a name (e.g. "Appalix Sync") and set the following scopes to Full Access:
    • Lists — Full Access
    • Profiles — Full Access
    All other scopes can remain at their default (No Access).
  5. Click Create and copy the key — it starts with pk_.

Step 2 — Find your Klaviyo List ID

  1. In Klaviyo, go to Audience → Lists and Segments in the left sidebar.
  2. Choose a List (not a Segment — segments are auto-populated and can't receive direct profile additions). Click on it to open it.
  3. Look at your browser's address bar. The URL will look like:
    https://www.klaviyo.com/list/Xk7abc/members
  4. The code between /list/ and /members is your List ID — copy it.

Step 3 — Connect in Sage → Integrations

  1. In Appalix, navigate to Sage → Integrations in the left sidebar.
  2. Scroll to the Email Marketing section and find the Klaviyo card.
  3. Click Connect and fill in:
    • Private API Key — the key from Step 1
    • List ID — the ID from Step 2
  4. Click Save & Connect. The card shows a green Connected badge.

What the integration does

  • Outbound contact sync — contacts created or updated in Sage are pushed to your Klaviyo list as profiles, triggering any flows subscribed to that list.
  • Flow triggers — adding a profile to a list automatically starts any Klaviyo flows (welcome series, win-back sequences, etc.).
  • Inbound pull sync — pull your existing Klaviyo profiles into Appalix on demand from Forms → Sources → Sync Now.

Pulling Klaviyo profiles into Forms

Once connected, you can import your existing Klaviyo profiles into Forms → Sources — the same inbox used for Meta Lead Ads and Google Ads leads.

  1. Navigate to Forms → Sources in Appalix.
  2. Find the Klaviyo card in the Email Marketing Platforms section.
  3. Click Sync Now. Appalix fetches all profiles from your connected list (or all profiles if no list ID was set).
  4. A result banner shows how many contacts were imported and how many were skipped as duplicates.
  5. Imported contacts appear immediately in Forms → All Leads with a Klaviyo platform badge.
Deduplication: Before inserting, Appalix checks whether a lead with the same email or phone already exists. Duplicates are skipped — you can run Sync Now multiple times safely.

Frequently asked questions

Can I sync to multiple Klaviyo lists?

One list per workspace is supported. Update the List ID in Sage → Integrations → Klaviyo to change which list contacts sync to.

Will existing Klaviyo profiles be updated?

Yes. Klaviyo uses email as the unique identifier. If a profile with the same email already exists, it is updated with any new fields rather than creating a duplicate.

Are my API credentials stored securely?

Yes. Your Private API Key is stored encrypted in your workspace database and never exposed in plain text after saving.

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Ready to connect Klaviyo?

Go to Sage → Integrations → Email Marketing and paste your Private API Key and List ID.

Go to Sage → Integrations →
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