> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sa-request-a-quote/integrations/klaviyo.md).

# Klaviyo

Send quote requesters into a Klaviyo list so you can trigger flows from quote activity.

Connecting Klaviyo means every quote request also becomes a contact you can follow up with, without anyone copying details by hand.

{% hint style="info" %}
Klaviyo is one of the integrations listed under the **FREE** plan, along with Mailchimp and Shopify. See [Plan comparison](/sa-request-a-quote/reference/plan-comparison.md).
{% endhint %}

## Step 1 — Get your API key

In your Klaviyo account, generate an API key. Klaviyo's own guide walks through it: [How to manage API keys](https://help.klaviyo.com/hc/en-us/articles/7423954176283).

Keep the key somewhere safe while you finish the setup.

{% hint style="info" %}
Klaviyo's strength is automated flows. Once quote leads land in a list, you can trigger a sequence from them — a polite follow-up a few days after a request, for example.
{% endhint %}

## Step 2 — Connect it in the app

{% stepper %}
{% step %}

### Open the Integrations tab

In your Shopify admin, open **SA Request a Quote**, select **Advanced settings**, then open the **Integrations** tab.
{% endstep %}

{% step %}

### Select Klaviyo

Under **Third-party integration**, select **Klaviyo** — described in the app as "Unified customer platform for email, SMS, and more".

The Klaviyo page opens, with a **Third-party** breadcrumb to take you back to the list.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-4f5b8687871118eb9ebd58f6854b7f4c1063d8ab%2FScreenshot%202026-09-30%20at%2000-23-57.png?alt=media" alt="The Integrations tab of Advanced settings with Klaviyo outlined in red"><figcaption><p>Pick the service, then open its settings.</p></figcaption></figure>
{% endstep %}

{% step %}

### Turn on Enable

Switch on **Enable**. Nothing is sent to Klaviyo until you do.
{% endstep %}

{% step %}

### Paste your API key

Paste the key from Step 1 into the **API key** field.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-b7fbe2f983f6168eb78e41b31e80096f51b9c000%2FScreenshot%202026-09-30%20at%2000-23-20.png?alt=media" alt="The Klaviyo settings with the API key field outlined in red"><figcaption><p>One key connects the app to your Klaviyo account.</p></figcaption></figure>
{% endstep %}

{% step %}

### Choose the list and match your fields

Pick the Klaviyo list new contacts should join, and the mapping rows appear beneath it on their own. Line up your quote form fields — the **Contact information** fields such as Email address, First name and Last name — with the matching fields in Klaviyo.

Create the list in Klaviyo first — the app can only offer lists that already exist. Email address is the one mapping you cannot skip: without it there is no contact to create. The rest are optional.
{% endstep %}

{% step %}

### Save

Select **Save**. Nothing is stored until you do, and an unsaved page sends nothing.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
[Mailchimp](/sa-request-a-quote/integrations/mailchimp.md) walks through the same sequence with every control named, if you want to see what each step looks like before you start.
{% endhint %}

## Step 3 — Test it

Submit a real quote request from your storefront, then check Klaviyo for the new contact. Confirm the fields you matched actually arrived — not just the email address.

<figure><img src="https://2993310686-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIvNtDAMNVIdy5nl9kiOU%2Fuploads%2Fgit-blob-6fb6932872504880e590748a81ca0e97430b1d25%2Fscreenshot-integrations-klaviyo-list-result.png?alt=media" alt="Klaviyo&#x27;s Lists &#x26; Segments page with the connected list outlined in red and its member count risen"><figcaption><p>The proof is in Klaviyo: the list's member count rises with each request.</p></figcaption></figure>

{% hint style="warning" %}
Do not skip the test. A connection can look active and still deliver nothing useful if the fields are matched wrongly, and you will not notice until you try to use the data.
{% endhint %}

## Is this the right tool?

Best when you want automated follow-up rather than one-off campaigns.

If you do not already use Klaviyo, do not adopt it just for this — [Zapier](/sa-request-a-quote/integrations/zapier.md) connects quote data to almost anything, and [Create a Shopify customer after submit](/sa-request-a-quote/integrations/create-shopify-customer.md) keeps everything inside Shopify.

## If contacts are not arriving

* **Check Enable is still on.** Nothing is sent while it is off.
* **Check the key is still valid.** Regenerating a key in Klaviyo breaks the connection until you paste the new one in. Saved keys are shown masked, so you cannot compare them by reading them — paste a fresh one if in doubt.
* **Check you picked the right list.** Contacts may be arriving somewhere you are not looking.
* **Check the email field is matched.** Without it there is no contact to create.

Still stuck? Email <support@samita.io>.

## Next steps

* [Integrations overview](/sa-request-a-quote/integrations/overview.md) — the other tools you can connect
* [Mailchimp](/sa-request-a-quote/integrations/mailchimp.md) — the other marketing tool on the FREE plan
* [Build a standard form](/sa-request-a-quote/quote-form/build-standard-form.md) — make sure your form collects what you are matching


---

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