--- title: "Connect Freshworks CRM and Klaviyo - APIANT.ai" description: "When \"New Contact\" fires in Freshworks CRM, your agent runs \"Get Profile by Email\" in Klaviyo." canonical: "https://apiant.ai/connect/freshworks-crm-to-klaviyo" --- # Connect Freshworks CRM and Klaviyo When **New Contact** fires in [Freshworks CRM](https://apiant.ai/connections/freshworks-crm), your agent runs **Get Profile by Email** in [Klaviyo](https://apiant.ai/connections/klaviyo), or **New Event** in Klaviyo to **Create Contact** in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Freshworks CRM **6** triggers Freshworks CRM **17** actions Klaviyo **2** triggers Klaviyo **138** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshworks CRM and Klaviyo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Freshworks CRM holds the contacts, accounts and deals your sales team works; Klaviyo holds the profiles, lists and events behind your email and SMS. Connecting them means a new contact in Freshworks CRM can reach the right Klaviyo list, and what people do in Klaviyo can show up as tasks and notes back in the CRM. Example flows ## What Freshworks CRM and Klaviyo can do together ### From Freshworks CRM to Klaviyo - When **New Contact** in Freshworks CRM then **Get Profile by Email** in Klaviyo - When **New Deal** in Freshworks CRM then **Create Event** in Klaviyo ### From Klaviyo to Freshworks CRM - When **New Event** in Klaviyo then **Create Contact** in Freshworks CRM - When **New or Updated Profile** in Klaviyo then **Create Task** in Freshworks CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Freshworks CRM and Klaviyo ## Triggers and actions 8 triggers ยท 155 actions - Trigger **New Account** Polling trigger: fires when a new sales account is created. Sorted by created_at descending. - Trigger **New Contact** Polling trigger: fires when a new contact is created. Sorted by created_at descending. - Trigger **New Deal** Polling trigger: fires when a new deal is created. Sorted by created_at descending. - Trigger **New or Updated Account** Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending. - Trigger **New or Updated Contact** Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending. - Trigger **New or Updated Deal** Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending. - Action **Add Note to Contact** Adds a note to a contact (targetable_type=Contact) in Freshworks CRM. - Action **Create Account** Creates a new sales account in Freshworks CRM. - Action **Create Appointment** Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601. - Action **Create Contact** Creates a new contact in Freshworks CRM. - Action **Create Deal** Creates a new deal in Freshworks CRM. - Action **Create Task** Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount. - Action **Find Account by Name** Looks up a sales account by name using the lookup endpoint. - Action **Find Contact by Email** Looks up a contact by email address using the lookup endpoint. - Action **Find deal by custom field** Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs. - Action **Find deal by name** Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs. - Action **Find deal stage by name** Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs. - Action **Find pipeline by name** Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs. - Action **Get Account** Retrieves a sales account by ID in Freshworks CRM. - Action **Get Contact** Retrieves a contact by ID in Freshworks CRM. - Action **Get Deal** Retrieves a deal by ID in Freshworks CRM. - Action **Update Contact** Updates an existing contact by ID in Freshworks CRM. - Action **Update Deal** Updates an existing deal by ID in Freshworks CRM. - Trigger **New Event** Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime. - Trigger **New or Updated Profile** Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated. - Action **Add Categories to Catalog Item** Add Categories to Catalog Item - Action **Add Items to Catalog Category** Add Items to Catalog Category - Action **Add Profiles to List** Add Profiles to List - Action **Add Profile to List** Add an existing profile to a list by profile ID. - Action **Bulk Create Catalog Categories** Bulk Create Catalog Categories - Action **Bulk Create Catalog Items** Bulk Create Catalog Items - Action **Bulk Create Catalog Variants** Bulk Create Catalog Variants - Action **Bulk Create Coupon Codes** Bulk Create Coupon Codes - Action **Bulk Create Events** Bulk Create Events - Action **Bulk Delete Catalog Categories** Bulk Delete Catalog Categories - Action **Bulk Delete Catalog Items** Bulk Delete Catalog Items - Action **Bulk Delete Catalog Variants** Bulk Delete Catalog Variants - Action **Bulk Import Profiles** Bulk Import Profiles - Action **Bulk Subscribe Profiles** Bulk Subscribe Profiles - Action **Bulk Suppress Profiles** Bulk Suppress Profiles - Action **Bulk Unsubscribe Profiles** Bulk Unsubscribe Profiles - Action **Bulk Unsuppress Profiles** Bulk Unsuppress Profiles - Action **Bulk Update Catalog Categories** Bulk Update Catalog Categories - Action **Bulk Update Catalog Items** Bulk Update Catalog Items - Action **Bulk Update Catalog Variants** Bulk Update Catalog Variants - Action **Cancel Campaign Send** Cancel Campaign Send - Action **Clone Campaign** Clone Campaign - Action **Clone Template** Clone Template - Action **Create Back In Stock Subscription** Create Back In Stock Subscription - Action **Create Campaign** Create Campaign - Action **Create Campaign Clone** Create Campaign Clone - Action **Create Catalog Category** Create Catalog Category - Action **Create Catalog Item** Create Catalog Item - Action **Create Catalog Variant** Create Catalog Variant - Action **Create Coupon** Create Coupon - Action **Create Coupon Code** Create Coupon Code - Action **Create Event** Track an event for a profile (e.g. a custom metric like "Placed Order"). - Action **Create Flow** Create Flow - Action **Create List** Create a new list. - Action **Create or Update Profile** Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id). - Action **Create Profile** Create a new profile. Errors if a profile with the email already exists. - Action **Create Segment** Create Segment - Action **Create Tag** Create Tag - Action **Create Template** Create Template - Action **Delete Campaign** Delete Campaign - Action **Delete Catalog Category** Delete Catalog Category - Action **Delete Catalog Item** Delete Catalog Item - Action **Delete Catalog Variant** Delete Catalog Variant - Action **Delete Coupon** Delete Coupon - Action **Delete Coupon Code** Delete Coupon Code - Action **Delete Flow** Delete Flow - Action **Delete List** Delete List - Action **Delete Segment** Delete Segment - Action **Delete Tag** Delete Tag - Action **Delete Template** Delete Template - Action **Get Campaign** Get Campaign - Action **Get Campaign Recipient Estimation** Get Campaign Recipient Estimation - Action **Get Campaigns** Get Campaigns - Action **Get Catalog Categories** Get Catalog Categories - Action **Get Catalog Category** Get Catalog Category - Action **Get Catalog Item** Get Catalog Item - Action **Get Catalog Items** Get Catalog Items - Action **Get Catalog Variant** Get Catalog Variant - Action **Get Catalog Variants** Get Catalog Variants - Action **Get Coupon** Get Coupon - Action **Get Coupon Code** Get Coupon Code - Action **Get Coupon Codes** Get Coupon Codes - Action **Get Coupons** Get Coupons - Action **Get Event** Get Event - Action **Get Events** Retrieve events, optionally filtered (e.g. by metric or profile). - Action **Get Flow** Get Flow - Action **Get Flows** Get Flows - Action **Get Flows Triggered by List** Get Flows Triggered by List - Action **Get Flows Triggered by Metric** Get Flows Triggered by Metric - Action **Get Flows Triggered by Segment** Get Flows Triggered by Segment - Action **Get Form** Get Form - Action **Get Forms** Get Forms - Action **Get Form Version** Get Form Version - Action **Get Image** Get Image - Action **Get Images** Get Images - Action **Get List** Get List - Action **Get List Profiles** Get all profiles that are members of a given list. - Action **Get Lists** Retrieve all lists in the account. - Action **Get Metric** Get Metric - Action **Get Metrics** Retrieve all metrics in the account. - Action **Get Profile** Get Profile - Action **Get Profile by Email** Fetch a single profile by its email address. Emits empty values if no profile is found. - Action **Get Profile by ID** Fetch a single profile by its Klaviyo profile ID. - Action **Get Profiles** List profiles, optionally filtered by email or other attributes. - Action **Get Push Tokens** Get Push Tokens - Action **Get Reviews** Get Reviews - Action **Get Segment** Get Segment - Action **Get Segment Profiles** Get all profiles in a given segment. - Action **Get Segments** Retrieve all segments in the account. - Action **Get Tag** Get Tag - Action **Get Tags** Get Tags - Action **Get Template** Get Template - Action **Get Templates** Get Templates - Action **Merge Profiles** Merge Profiles - Action **Query Campaign Values** Query Campaign Values - Action **Query Flow Series** Query Flow Series - Action **Query Flow Values** Query Flow Values - Action **Query Form Series** Query Form Series - Action **Query Form Values** Query Form Values - Action **Query Metric Aggregates** Query Metric Aggregates - Action **Query Segment Series** Query Segment Series - Action **Query Segment Values** Query Segment Values - Action **Refresh Campaign Recipient Estimation** Refresh Campaign Recipient Estimation - Action **Remove Categories from Catalog Item** Remove Categories from Catalog Item - Action **Remove Items from Catalog Category** Remove Items from Catalog Category - Action **Remove Profile from List** Remove a profile from a list by profile ID. - Action **Remove Profiles from List** Remove Profiles from List - Action **Remove Tag from Campaigns** Remove Tag from Campaigns - Action **Remove Tag from Flows** Remove Tag from Flows - Action **Remove Tag from Lists** Remove Tag from Lists - Action **Remove Tag from Segments** Remove Tag from Segments - Action **Render Template** Render Template - Action **Request Profile Deletion** Request Profile Deletion - Action **Send Campaign** Send Campaign - Action **Subscribe Profile** Subscribe a profile (email/SMS consent) to a given list. - Action **Suppress Profile** Suppress a profile from receiving email marketing (global suppression). - Action **Tag Campaigns** Tag Campaigns - Action **Tag Flows** Tag Flows - Action **Tag Lists** Tag Lists - Action **Tag Segments** Tag Segments - Action **Unsubscribe Profile** Unsubscribe a profile from email/SMS marketing for a given list. - Action **Update Campaign** Update Campaign - Action **Update Catalog Category** Update Catalog Category - Action **Update Catalog Item** Update Catalog Item - Action **Update Catalog Variant** Update Catalog Variant - Action **Update Categories for Catalog Item** Update Categories for Catalog Item - Action **Update Coupon** Update Coupon - Action **Update Coupon Code** Update Coupon Code - Action **Update Flow Status** Update Flow Status - Action **Update Image** Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result โ€” so anything you leave blank keeps its current value. - Action **Update Items for Catalog Category** Update Items for Catalog Category - Action **Update List** Update List - Action **Update Profile** Update an existing profile by its Klaviyo profile ID. - Action **Update Segment** Update Segment - Action **Update Tag** Update Tag - Action **Update Template** Update Template - Action **Upload Image From File** Upload Image From File - Action **Upload Image From URL** Upload Image From URL ## Each app on its own - [ **Freshworks CRM** Freshworks CRM (Freshsales Suite) โ€” manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connections/freshworks-crm) - [ **Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connections/klaviyo) Reviews ## What our customers say ## More from Freshworks CRM - [ **Freshworks CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshworks-crm-to-hubspot) - [ **Freshworks CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshworks-crm-to-salesforce) - [ **Freshworks CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshworks-crm-to-slack) - [ **Freshworks CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshworks-crm-to-mailchimp) - [ **Freshworks CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshworks-crm-to-stripe) - [ **Freshworks CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshworks-crm-to-shopify) ## More into Klaviyo - [ **HubSpot to Klaviyo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klaviyo) - [ **ActiveCampaign to Klaviyo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-klaviyo) - [ **JIRA to Klaviyo** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/jira-to-klaviyo) - [ **Intercom to Klaviyo** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-klaviyo) - [ **Freshdesk to Klaviyo** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-klaviyo) - [ **Webflow to Klaviyo** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webflow-to-klaviyo) Questions ## Freshworks CRM and Klaviyo, answered ### ### Will a contact from Freshworks CRM overwrite an existing Klaviyo profile? No. The agent can look the person up with Get Profile by Email first, then use Create or Update Profile so an existing profile is updated rather than duplicated. If no profile is found, a new one is created with the fields you name. ### ### Can activity in Klaviyo create follow-up work in Freshworks CRM? Yes. The New Event trigger in Klaviyo can lead to Create Task in Freshworks CRM against a contact or deal, and profile changes can lead to Create Contact. The agent tests each scenario with your own records before it goes live. ### ### What can start an automation from Freshworks CRM? Any of Freshworks CRM's 6 triggers in the catalog, including New Contact, New Deal, New or Updated Contact and New Account. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klaviyo when something happens in Freshworks CRM? Any of Klaviyo's 138 actions, including Create Event, Get Profile by Email, Suppress Profile and Create Back In Stock Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klaviyo to Freshworks CRM? Yes. When something happens in Klaviyo, your agent can act in Freshworks CRM too. This page covers both directions: Klaviyo's triggers and Freshworks CRM's actions are listed here as well. ### ### Do I have to build a connector for Freshworks CRM or Klaviyo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Freshworks CRM and Klaviyo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.