Setting up Klaviyo HubSpot Integration: 7 Easy Steps

By: Published: August 27, 2021

Klaviyo Hubspot Integration

Email Marketing is one the most trusted and beneficial means of promotion. A study shows that email subscribers are three times more likely to share content on social media than leads who come from another channel, making email marketing for eCommerce stores all the more important. 

Klaviyo helps you to create visually stunning email campaigns. Klaviyo is an essential tool in your marketing arsenal. It allows to create and monitor campaigns allows an e-commerce store to provide a personalized experience to their customers. Klaviyo is a major market automation software that you all the features you need to launch and manage successful marketing campaigns.

HubSpot is a cloud-based CRM designed to help align sales and marketing teams, foster sales enablement, boost ROI and optimize your inbound marketing strategy to generate more, qualified leads.

Klaviyo HubSpot integration allows you to migrate Hubspot data into Klaviyo to monitor and create campaigns to improve customer relationships and experience.

Table of Contents

Introduction to Klaviyo

Klaviyo is a powerful marketing platform that helps eCommerce store owners deliver a more personalized experience for their customers.  Klaviyo is used to send bulk SMS campaigns and personalize every message with powerful automation. Managing content is simple and automated. Klaviyo allows you to build multi-channel experiences for your customers and manage it all from one platform. Klaviyo Hubspot Integration helps in accessing data from Hubspot and utilizing it for Klaviyo Campaigns.

 Klaviyo provides various campaigns for Email and SMS marketing. A few best ones are mentioned below

Email Marketing Campaigns

Automated Email marketing campaigns are the key to better relations with customers and better advertising of your products. Klaviyo makes it easy and effortless to utilize a powerful platform to connect with your customers, create highly personalized campaigns, and analyze data – all from one platform.

1. The Abandoned Cart Campaign

Abandoned cart email flow is one of the most valuable flows for any e-commerce business. A mail or a sequence of emails is sent to potential customers who added items to their shopping carts but failed to complete the checkout process.

The flow can be automatically triggered as Klaviyo keeps track of customers who add items to their cart, as well as those who don’t complete the checkout process.

The content to be added into the Abandoned cart email flow is unique for every customer. This content can include information related to the items they’ve added to the cart, as well as personal information you’ve gathered, like their company name, industry, age, interests, and more. You can also add dynamic blocks that pull in relevant content, depending on the data you’re using to define which content will show to which contacts.

2. The Welcome Series Campaign

One of the best ways to start a relationship with a new customer is to give them a personalized and warm welcome. Klaviyo provides you to use its robust workflow features to create a highly customized welcome series that is sure to engage contacts.

Dynamic content can be added to Welcome Series, and even combine it with an SMS campaign. You can do it all from one location in Klaviyo.

3. The Post-Purchase Upsell Campaign

post-purchase upsell is another effective e-commerce strategy. It is also called an Automated Win-Back campaign in Klaviyo. A series of emails are sent to a one-time customer i.e who has purchased once from the e-commerce, but who has never returned to your store again. Klaviyo has a predictive analytics feature that can easily help you get the information you need to segment, and target, these customers.

Klaviyo SMS Marketing Campaigns

An SMS marketing campaign can deliver a serious uplift in sales when paired with a solid email marketing strategy. Klaviyo allows you to send targeted SMS messages to customers easily and effortlessly.

Klaviyo offers you powerful SMS marketing software that you can use for discounts and promotions, VIP early access updates, or welcoming and thanking customers, as mentioned above. It’s a versatile tool that you can use to support almost any email marketing campaign for your e-commerce business.

Keep in mind that SMS marketing should not be treated like email marketing. Instead, text your customers as you would a friend or a colleague to keep it personal, short, and to the point.

1. Send a welcome message

This can consist of only text messages, or it can be paired with email marketing messages to your customers.

Remember, if you’re pairing it with a marketing campaign, make sure there is a message match and you’ve taken the timing of your SMS blast into consideration of the entire campaign.

2. Send an SMS reminder for anything

You can send an SMS to remind customers when they’ve left an item in their cart when you have a promotion running, or giving them the heads up that something will be happening soon.

Using SMS to remind customers of ongoing campaigns and promotions is a great way to keep your brand top of mind.

3. Send a thank-you

With Klaviyo you can send a thank you text message after a customer completes one of these actions. Sending a simple thank-you is fine, but pairing this with a follow-up offer or call-to-action is better.

Learn more about Klaviyo.

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Introduction to Hubspot

HubSpot is an inbound marketing and sales software. It is utilized by companies to attract visitors to the product, convert visitors to leads, and close leads as customers. You can use their tools to host websites and landing pages, create blogs related to the products and email sequences for product status, and manage interactions with your leads and customers. It can be done while analyzing the success of the campaign and tracking user behavior.

HubSpot has various tools and functionalities to make buyers feel different at every part of the buying process. The tools are divided up into “Hubs” that can be purchased separately, but when they’re combined, they work together to give you a full suite of tools across your marketing, sales, and support teams.

HubSpot Marketing Hub

All the tools you need to run a marketing campaign that attracts engages, and delights both potential and current customers. It will help you create compelling content, get it in front of the right people, and convert visitors into leads and leads into customers.

Features of HubSpot Marketing Hub

  • Landing pages
  • Emails
  • Blogs
  • Social media
  • SEO
  • Marketing automation
  • Analytics

HubSpot CRM

The customer relationship management (CRM) tool helps you organize and track your leads and customers. This free tool will save your team from using a spreadsheet (or multiple) to organize your contacts. 

Features of HubSpot CRM

  • User contact information
  • Activity tracking
  • Pipeline visibility
  • Syncing capability with Gmail and Outlook
  • Chat in real-time with customers and prospects
Graphic that explains what is hubspot and how can it can help in marketing, sales, and service
Image Source: simplestrat.com

HubSpot Sales Hub

Manage, communicate with leads and track your leads with the HubSpot Sales Hub. It provides more visibility into the pipeline, your sales team is empowered to interact with customers without spending countless hours entering data or writing the same emails time and time again. Essentially, the Sales Hub is the CRM on steroids, giving you more tools to close more deals.

Features of HubSpot Sales Hub

  • Email templates
  • Free calling
  • Email sequences
  • Meeting scheduling
  • Pipeline tracking

HubSpot Service Hub

The customer service software from HubSpot makes it easy to connect with customers and manage those relationships. Because when your customers are happy, you’re happy  .it also helps you grow your business with a good talk all around from customers themselves. 

Features of HubSpot Service Hub:

  • Customer feedback
  • Support tickets
  • Live chat
  • Knowledge base
  • Reporting and goals
  • Conversational bots 

As you can see, HubSpot has a lot to offer, and there are many ways your current or potential customers will interact with HubSpot. Performing a Klaviyo Hubspot Integration further improves the ability to interact with potential customers.

Learn more about Hubspot.

Steps for Klaviyo Hubspot Integration

Now that you have a brief understanding of Klaviyo and Hubspot, in this section, you will see the steps to set up Klaviyo Hubspot Integration.

Before Klaviyo Hubspot Integration, several HubSpot lists are to be made. Below mentioned are the lists and their functionality:

  • Everyone – Active
  • All Unsubscribes
  • 7 Day – engagement
  • 14 Day – engagement
  • 30 Day – engagement
  • 60 Day – engagement

Each of these lists will be treated differently in Klaviyo

  • Everyone Active: Add this list to your Newsletter list or list of choice
  • All Unsubscribes: Add this list to your Klaviyo Suppression List
  • 7 Day, 14 Day, 30 Day, 60 Day: These lists will be retained for later use

Checklist

Klaviyo Hubspot Integration requires several key steps:

1) Klaviyo Hubspot Integration: Export Your HubSpot Lists

Step1: From your HubSpot account, navigate to Contacts > All contacts.

Klaviyo Hubspot Integration: export list 1
Image Source: help.klaviyo.com

Step 2: In the Options dropdown, choose the Export view option.

Klaviyo Hubspot Integration: export list 2
Image Source: help.klaviyo.com

Step 3: Choose CSV as the file format, and select All properties on records.

Step 4: Click Export. The file will be sent to the email address you logged in with.

Klaviyo Hubspot Integration: export list 3
Image Source: help.klaviyo.com

2) Klaviyo Hubspot Integration: Format CSV Files

Contacts are imported into Klaviyo in CSV format. Carefully format each CSV file before it is imported into Klaviyo to ensure that your contacts are imported smoothly and accurately. 

Open each CSV file. Carefully comb through each list, paying special attention to the column headings: 

  • Column headings should be in the first row of the CSV file. If HubSpot adds additional rows before the column headings, delete these extra rows.
  • Your CSV file must include an “Email” or an “Email Address” header as the first column.
  • You may want to include a “First Name” and a “Last Name” column.
  • Include any custom profile properties, such as “Gender”, that you’d like to upload to Klaviyo.
  • Timestamp fields such as “Date Added”, “Last Opened”, and “Last Clicked” need to be formatted correctly or Klaviyo will not recognize them as timestamp fields.

This is an example of how your CSV file should be formatted:

Klaviyo Hubspot Integration: Fromat CSV file
Image Source: help.klaviyo.comg

Review your CSV file carefully, editing/deleting column headings and contact entries as appropriate. 

3) Klaviyo Hubspot Integration: Import CSV Files to a Klaviyo List

After you format your exported data, import it to a list in Klaviyo. 

Some Klaviyo flows are triggered by an email address being added to a list. Before you begin uploading contacts to a list, make sure these related flows are turned to draft or manual mode.

Step 1: Log into your Klaviyo account and navigate to Lists & Segments. Select the list where you would like to add your contacts.

Klaviyo Hubspot Integration: CSV Files to a Klaviyo List 1
Image Source: help.klaviyo.comf

Step 2: In the upper right-hand corner of your list, choose Import Contact from the Manage List dropdown.

Klaviyo Hubspot Integration: CSV Files to a Klaviyo List 2
Image Source:help.klaviyo.com

Step 3: Drag and drop your CSV file.

Klaviyo Hubspot Integration: CSV Files to a Klaviyo List 3
Image Source: help.klaviyo.comif

Step 4: Import fields that are not automatically matched to a Klaviyo field are marked “Unmapped.” If you try to import an unmapped field, you will receive an error message prompting you to add the field.

Klaviyo Hubspot Integration: CSV Files to a Klaviyo List 4
Image Source: help.klaviyo.com

Step 5: When you’re finished, click Start Import on the upper-right corner of your screen.

Klaviyo Hubspot Integration: CSV Files to a Klaviyo List 5
Image Source:help.klaviyo.comg

4) Klaviyo Hubspot Integration: Export HubSpot Unsubscribes

It is important to import your HubSpot unsubscribes into your Klaviyo Suppression List to ensure compliance with spam laws and keep your deliverability strong. Unsubscribed from email is a default property in HubSpot, so you’ll export this list, format it, and upload it into your Klaviyo Suppressions List.

Navigate to Contacts > Lists > Create list.

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 1
Image Source: help.klaviyo.comg

Step 1: Name your new list descriptively. For Filter type, choose Contact-based. Under What kind of list are you creating?, choose Active list.

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 2
Image Source: help.klaviyo.com

Step 2: From the list on the left, choose Contact properties and search for unsubscribes. Select Unsubscribed from all emails.

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 3
Image Source: help.klaviyo.comg

Step 3: Set Unsubscribed from all emails is equal to True and click Apply filter.

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 4
Image Source: help.klaviyo.comg

Step 4: Save the list.

Step 5: Now navigate to Lists and find your Unsubscribe list. Hover over the list options and select the More dropdown. Choose Export.

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 5
Image Source: help.klaviyo.com

You only need to upload email addresses to your Klaviyo Suppressions list. 

Format the CSV download so that it contains a single column of email addresses. 

Klaviyo Hubspot Integration: Export HubSpot Unsubscribes 6
Image Source: help.klaviyo.com

5) Klaviyo Hubspot Integration: Upload Unsubscribes to Klaviyo

Navigate to the Profiles tab in your Klaviyo account, and click Suppressed Profiles on the upper right. Then select Upload File. Click Choose File and select the CSV containing your HubSpot unsubscribes. Then click Upload Suppressions.

Klaviyo Hubspot Integration: Upload Unsubscribes to Klaviyo 1
Image Source: help.klaviyo.com

6) Klaviyo Hubspot Integration: Export 7-Day, 14-Day, 30-Day, and 60-Day Engagement Lists

Step 1: Navigate to Contacts > Lists > Create list.

Klaviyo Hubspot Integration: Export 7-Day, 14-Day, 30-Day, and 60-Day Engagement Lists

Step 2: select the Last marketing email open date.

Klaviyo Hubspot Integration: Export 7-Day, 14-Day, 30-Day, and 60-Day Engagement Lists 2
Image Source:help.klaviyo.com
Klaviyo Hubspot Integration: Export 7-Day, 14-Day, 30-Day, and 60-Day Engagement Lists 3
Image Source: help.klaviyo.com

Apply the filter, and then save your list. Follow previous instructions to export the list. Repeat these steps to create 14-day engagement, 30-day engagement, and 60-day engagement lists. You’ll use these lists later to send strategic campaigns.

7) Klaviyo Hubspot Integration: Migrate Email Templates from HubSpot to Klaviyo

Klaviyo has an intuitive drag-and-drop template builder that you can use to recreate your HubSpot email templates. We highly recommend using this method to rebuild your templates because it will ensure that they are mobile-optimized, responsive, and easy-to-edit moving forward.

Email Automations

Klaviyo refers to automated workflows as “flows” which allow for more advanced and targeted sequences. It is important to recreate these in Klaviyo so that you don’t need to continue to use HubSpot to send triggered emails.

8) Klaviyo Hubspot Integration: Send Your First Campaign with Klaviyo

Once your Klaviyo account is integrated with your store and all of your data is ported over from HubSpot, you can send your first campaign with Klaviyo.

Conclusion 

This article gave an overview of Klaviyo, Hubspot, and also gave a guide on Klaviyo Hubspot Integration.

While using the Klaviyo Hubspot Integration is insightful, it is a hectic task to Set Up the proper environment. To make things easier, Hevo comes into the picture. Hevo Data is a No-code Data Pipeline and has awesome 100+ pre-built Integrations that you can choose from.

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Share your experience of learning about the Klaviyo Hubspot Integration in the comments section below

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Former Research Analyst, Hevo Data

Arsalan is a data science enthusiast with a keen interest towards data analysis and architecture and is interested in writing highly technical content. He has experience writing around 100 articles on various topics related to data industry.

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