Use Zapier to connect Customer Fields with Klaviyo
You can easily connect Customer Fields to Klaviyo using Zapier. If you want to learn more about how to connect and configure Zapier to Customer Fields, please use this help article:
Add new subscribers into Klaviyo when a Customer Fields form is submitted
With a couple simple steps you can create a Zap that takes the data from a specific Customer Fields form, filter out customers who have not opted-in for marketing, and adds the data into a specific subscriber list in Klaviyo.
The steps below use a Zap template that we've created to help you get started. This Zap template also has a custom property set up for "Birthday", which is a custom field that has been added to a form in Customer Fields.
Steps to enable
Use this Zap template to get started:
After adding the Zap using the button above, you'll need to use the 'Choose Account' section of the Zap to confirm your Customer Fields "account" (which is also known as your store's myshopify.com domain). If you have not connected Customer Fields to Zapier yet, then please follow the steps in this help article: Connect and configure Zapier
If you've already connected Customer Fields to Zapier, then you simply need to select your store and click the 'CONTINUE' button to proceed. In this example we're using a demo store:
In the 'Customize Submission' submission section of the Zap you'll need to select the specific form you want to pull data from. In this example we're using a form named "Registration w/ birthday":
Click the 'CONTINUE' button to proceed.
Zapier will need to pull in data from a recent form submission so you can continue to map the form data to specific fields in Klaviyo. Click the 'Test trigger' button to proceed:
After Zapier has pulled in form data from a recent submission, you can click the 'CONTINUE' button to proceed to the next part of the Zap.
The second step in the Zap is an optional filter that works to prevent customers who have not opted-in for marketing from being added to Klaviyo. You're welcome to remove this step if you'd like, but we suggest keeping it as-is to ensure that the customers who are added to Klaviyo have already opted-in for marketing.
Click the 'Continue' button to proceed:
Just like you did for Customer Fields, you will need to connect your Klaviyo account to Zapier using the 'Choose Account' section of the Zap. If you've already done this in Zapier you can simply select your Site ID and skip to Step 8 below, otherwise you will need to login to your Klaviyo account to get your API credentials.
When connecting your Klaviyo account to Zapier for the first time, you'll get a popup in Zapier that asks you to type in your Public API Key / Site ID along with a Private Key:
You can find both of these keys inside your Account Settings in Klaviyo. You can click the link outlined in the screenshot above to go directly to your Account Settings in Klaviyo.
Once on the Account Settings page in Klaviyo, you'll need to create a Private Key if you have not already done so. The screenshot below shows where to create a Private Key in Klaviyo, and it also shows where to find the Public API Key / Site ID and Private Key(s) for your account:
You can then copy/paste the Public API Key / Site ID and Private Key into the Zapier popup. Then click the 'CONTINUE' button to proceed.
Once you've finished the 'Choose Account' section, you'll want to start mapping the form data from Customer Fields into the proper fields in Klaviyo.
The first thing you'll need to do is choose which specific subscriber list in Klaviyo you want to use. For this example we're using a list named "Sample list":
After you have selected the desired subscriber list, you can proceed to map the rest of the fields. Our Zap template is preconfigured to map the following fields:
- First Name
- Last Name
Please note that "Birthday" is not a standard field in Klaviyo, which means it needs to be added as a Custom Property instead. See the screenshot below for an example of the custom property:
Of course you are welcome to map any other fields you'd like by using the data from the Customer Fields form and mapping it to the desired fields in Klaviyo. Once you are finished mapping the fields, you can click the 'CONTINUE' button to proceed.
Zapier will then ask you to test the Zap by sending the sample data. Click the 'TEST & CONTINUE' button to proceed.
If everything has been set up properly, you should see a green success message from Zapier.
If there is an issue, please follow the onscreen instructions in Zapier to correct the problem. If you need additional help, please don't hesitate to reach out to our support team via chat or email.
You're all finished, nice work! Now you just need to click the 'TURN ON ZAP' button to enable the Zap.
Once the Zap has been turned on, any new form submissions from the Customer Fields form you specified will be automatically saved into the specific subscriber list in Klaviyo 😎