How do I connect Klaviyo to Crisp?

The Klaviyo plugin allows you to sync your Crisp contacts to your Klaviyo workspace, push events from Crisp to Klaviyo profiles and display Klaviyo profile details directly in Crisp.

Contents

• How to connect Klaviyo to Crisp?
• Contact synchronization
• Contact events
• Widget Data
• Email Conversations
• SMS Conversations
• Troubleshoot

How to connect Klaviyo to Crisp?

Installing the plugin is super simple and can be done in a couple clicks.

1. Initiate the plugin installation here and select a Crisp Workspace to install it on.
2. You will be redirected to Klaviyo where you can select your Klaviyo workspace.
3. Click "Allow" to grant Crisp the permission to the listed resources.
4. That's it, you're Klaviyo account should now be connected to Crisp.
5. (Optional) Configure the plugin settings, to prevent whether or not Crisp operators with "Member" permissions can add/remove customers to lists and more!

How does the plugin work?

Contact Synchronization

The Klaviyo plugin will automatically sync Crisp contacts to your Klaviyo account whenever a contact is created/updated in Crisp and the automatic synchronization setting is enabled. If the automatic synchronization is disabled, you will still have the option to manually sync a contact using the plugin widget.

Data reference

Contact information will sync from Crisp to Klaviyo with the following properties:

• First and last name (All middle names will be considered as last names)
• Phone number
• Email address
• Contact address and location
• Job title
• Contact custom data (Custom data will by synced when this option is enabled in the plugin settings on Crisp)

Contact Events

Events that occur in Crisp will be added to the Klaviyo profile. A full list of events can be seen below.

All events will include the following event properties:

• website_id - The Crisp inbox ID
• session_id - The conversation ID where the even occurred
• conversation_url - A direct link to the Crisp conversation
• conversation_segments - Segments associated to the conversation
• conversation_data - Custom data associated to the conversation
• contact_address - Contact address
• contact_ip_address - Contact IP address
• contact_device_timezone - Contacts device timezone offset (UTC)
• contact_device_locales - Contacts device locales (eg. en_US, pt, etc.)
• contact_device_user_agent - Contacts device user-agent
• contact_device_os_name - Contacts device operating system name
• contact_device_os_version - Contacts device operating system version
• contact_device_browser_name - Contacts device browser name
• contact_device_browser_version - Contacts device browser version
• contact_device_city - Contacts device city location
• contact_device_country - Contacts device country location
• contact_device_region - Contacts device region location

✹ Conversation Opened
The conversation opened event will be triggered when ever a conversation changes state to "Unresolved" or "Pending".

✹ Conversation Closed
The conversation closed event will be triggered when ever a conversation changes state from "Unresolved" or "Pending" to"Resolved".

✹ Conversation Subject Updated
The conversation subject was set or changed. This event will be mostly seen on email conversations.

Additional event properties

• conversation_subject - The subject of the email conversation.

✹ Conversation Rating
The user left a rating on the conversation.

Additional event properties

• rating - The rating (1 to 5 stars).
• rating_comment - Any comment left on the conversation rating.

Widget Data

The Klaviyo plugin widget allows you to see your customers profile directly from Crisp. The widget provides useful information such as the customers Lists, Segments, Coupons and Events. Additionally, it is possible to directly add/remove a customer from a list within Crisp.

Its possible to add customers to lists from Crisp too, this will open a modal where you can select which lists to add a customer to.

Email Conversations

If you send an email campaign through Klaviyo, you may want to receive replies from the campaign in your Crisp inbox. This can be done by setting your Crisp email address as your reply-to email when sending the campaign from Klaviyo. You can find your Crisp email address from Settings > Website Settings > Click "Integrations" > Email and you should see your Crisp email address in step 2.

Once you've found your Crisp email, make sure to use this email as the reply-to email and all email responses will land in your Crisp inbox. In the example below @crisp.yourcompany.com is an example of a custom email domain. The mailbox name can be set to anything, for example *@crisp.yourcompany.com where you can replace the * with what you'd like. Additionally, it is possible to automatically add segments to replied to emails by appending the segment name to the reply-to mailbox. For example, setting the following email; reply-to+june2024@crisp.yourcompany.com would result in the Crisp conversation including the june2024 segment.

SMS Conversations

Klaviyo SMS conversations can be seen and responded to from Crisp too. When a customer SMS's your Klaviyo number, you will receive the message in Crisp as a conversation. You can tell which of your Klaviyo numbers the user messaged by checking the visitor data section on the right (the purple box in the image below). Operators can respond from either Crisp or Klaviyo and you will see all messages in the Crisp conversation.

Troubleshoot

I am not receiving SMS messages in Crisp, but I see them in my Klaviyo conversations, why?

It the plugin settings, make sure you have the setting enabled to receive SMS messages from Klaviyo in Crisp.

Updated on: 28/02/2025