Getting started with CRM automation: Essential guide & templates included
Discover how to streamline your sales & marketing with our CRM automation guide. Access customizable templates to jumpstart your automation process!
Save yourself the work of writing custom integrations for HubSpot and Klaviyo and use n8n instead. Build adaptable and scalable Sales, and Marketing workflows that work with your technology stack. All within a building experience you will love.
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
You can find the HubSpot node in the nodes panel and drag it onto your workflow canvas. To add the Klaviyo app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Klaviyo. Configure Klaviyo and HubSpot one by one: input data on the left, parameters in the middle, and output data on the right.
A connection establishes a link between HubSpot and Klaviyo (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.
Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect HubSpot and Klaviyo with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.
Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from HubSpot to Klaviyo or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.
Create custom HubSpot and Klaviyo workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Discover how to streamline your sales & marketing with our CRM automation guide. Access customizable templates to jumpstart your automation process!
Learn how to build no-code workflows that automatically synchronize data between your CRMs.
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