Prerequisites
- A Klaviyo account with at least one List created
- A Klaviyo API key (Public Key starting with
pk_or Private Key starting withsk_) — found under Settings → API Keys in your Klaviyo account
Connecting Your Account
Open Integrations
In your agent’s sidebar, click Integrations. You’ll see the integrations hub with all available providers.
Add New Integration
Click Add Integration, then fill in:
- Name — A label to identify this connection (e.g., “Main Store List”)
- API Key — Your Klaviyo API key (must start with
pk_orsk_)
ChatRos automatically retrieves your Klaviyo account name when connecting, so you can identify integrations easily if you have multiple Klaviyo accounts.
Available Actions in Automations
Once connected, you can use four Klaviyo actions inside any automation workflow:| Action | What it does |
|---|---|
| Add to List | Adds the customer to the selected Klaviyo list. First name, last name, phone, and channel data are synced automatically. |
| Remove from List | Looks up the customer in Klaviyo by email and removes them from the selected list. |
| Tag Properties | Updates the contact’s custom properties in Klaviyo with any key-value pairs you define. Supports {{variables}}. |
| Track Event | Records a custom Klaviyo metric/event against the customer’s profile. Use this to trigger Klaviyo Flows. |
What Gets Synced Automatically
When you use Add to List, ChatRos automatically sends the following data to Klaviyo — no configuration needed:| Klaviyo Field | Source |
|---|---|
email | Customer email from the conversation |
first_name / last_name | Split from {{customerName}} |
phone_number | Customer phone number |
agent_name | Your agent’s name |
workspace_name | Your workspace name |
channel_type | Channel (e.g., whatsapp, messenger, widget) |
country, city | Geolocation data (if available) |
conversation_id | Unique conversation identifier |
last_interaction | Timestamp of the interaction |
Tracking Custom Events
The Track Event action lets you send any named metric to Klaviyo, which can then trigger Klaviyo Flows. For example:Product Inquiry— fire when a customer asks about productsOrder Inquiry— fire when a customer checks on an orderHigh Intent Visitor— fire when a custom keyword is matched
{{variables}} for dynamic content from the conversation.
Using Klaviyo in a Workflow
- In the automation editor, add an Action node
- Set the action type to Klaviyo
- Select the integration from the dropdown
- Choose the sub-action (Add to List, Remove from List, Tag Properties, Track Event)
- Select the target list, or enter the event name and properties
- Save and activate the automation
Managing Integrations
- Toggle Active/Inactive — Pause a connection without deleting it. Inactive integrations are skipped during automation execution.
- Delete — Removing an integration that is currently referenced by an active automation rule is blocked. Deactivate or update the automation first.
- API Key — API keys cannot be updated after creation. To change a key, delete the integration and create a new one.
Klaviyo vs Mailchimp vs MailerLite
All three email marketing integrations work the same way inside ChatRos automations. The differences are on the provider side:| Feature | Klaviyo | Mailchimp | MailerLite |
|---|---|---|---|
| Subscriber grouping | Lists | Audiences | Groups |
| Custom event tracking | ✅ Track Event action | ❌ | ❌ |
| Custom property updates | ✅ Tag Properties action | ❌ | ❌ |
| API key format | Starts with pk_ or sk_ | Includes datacenter suffix (e.g., -us21) | Standard bearer token |
| Best for | E-commerce + event-driven flows | Large-scale email lists | Simpler newsletter workflows |
What’s Next?
Building Workflows
Learn how to use Klaviyo inside an automation
Mailchimp Integration
Connect Mailchimp as an alternative
MailerLite Integration
Connect MailerLite as an alternative
Template Gallery
Start from a pre-built automation template