Klaviyo

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

Note

Klaviyo is one of the integrations listed under the FREE plan, along with Mailchimp and Shopify. See Plan comparison.

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.

Keep the key somewhere safe while you finish the setup.

Note

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.

Step 2 — Connect it in the app

1. Open the Integrations tab

   In your Shopify admin, open SA Request a Quote, select Advanced settings, then open the Integrations tab.

2. 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.

   

   Pick the service, then open its settings.

3. Turn on Enable

   Switch on Enable. Nothing is sent to Klaviyo until you do.

4. Paste your API key

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

   

   One key connects the app to your Klaviyo account.

5. 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.

6. Save

   Select Save. Nothing is stored until you do, and an unsaved page sends nothing.

Note

Mailchimp walks through the same sequence with every control named, if you want to see what each step looks like before you start.

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.

The proof is in Klaviyo: the list’s member count rises with each request.

Caution

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.

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 connects quote data to almost anything, and Create a Shopify customer after submit 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 [email protected].

Next steps

• Integrations overview — the other tools you can connect
• Mailchimp — the other marketing tool on the FREE plan
• Build a standard form — make sure your form collects what you are matching