Integration guide
Sales and Marketing
Bring Klaviyo's shopper history into every Agentforce exchange
Klaviyo is built for commerce: profiles assembled from shopper events — products viewed, checkouts started, orders placed — and the email and SMS flows those events trigger, from abandoned-cart nudges to post-purchase follow-ups. Emerge Digital connects that commerce-native layer to Agentforce so an agent knows what a shopper browsed, which flow is mid-send, and which segment they belong to. For a DTC brand, that is the difference between an agent that recognises a shopper and one that greets a stranger.
Discuss your Klaviyo integrationThe opportunity
What the connection unlocks
- Klaviyo profiles carry a shopper's event history — viewed products, started checkouts, placed orders — and agents read it as the backstory to whatever the shopper asks next.
- Flow awareness keeps channels coherent: an agent sees that an abandoned-cart or win-back sequence is mid-flight and shapes its reply around it instead of colliding with it.
- Segments such as VIPs or lapsing buyers inform treatment, so an agent recognises a best customer without anyone tagging the ticket by hand.
- Email and SMS consent recorded in Klaviyo is enforced as configuration, so an agent never proposes messaging a shopper on a channel they have opted out of.
Illustrative workflows
Where it can make a difference
These scenarios explain possible workflows. They are not claims of delivered client results; licensing, permissions and feasibility are confirmed during discovery.
The cart behind the question
A shopper who abandoned a checkout writes in asking about sizing, and the agent reads the started-checkout event and the items in it from Klaviyo, answering the sizing question with the exact product already in view.
VIP treatment without the lookup
When a member of the VIP segment contacts support, the agent recognises the segment from Klaviyo and handles the exchange with the care a best customer warrants — routing to a person sooner if that is the standard you set.
Post-purchase questions in context
A customer partway through a post-purchase flow asks about their order, and the agent sees which follow-ups Klaviyo has already sent, so its answer adds to the sequence rather than repeating it.
Journey fit
Connect the workflow to the outcome.
Klaviyo works the Convert and Optimize ends of a commerce journey — recovering hesitant carts, deepening repeat purchase, resurrecting lapsed buyers. Grounding Agentforce in its events and segments means live conversations inherit that lifecycle intelligence at the moments purchases are actually won or lost. What agents learn in those conversations can flow back into the segments and events that sharpen the next flow.
Delivery
Built around your environment.
Emerge Digital connects Klaviyo with Agentforce as a consulting engagement. We map the profile events, segments, and flow context your agents should read, join them to the Salesforce records the rest of the business works from, and set permissions deciding which agents see shopper behaviour at all. Whether an agent may influence messaging — suppressing a flow for someone mid-complaint, for instance — is a design decision we make with you, with a person in the loop where it changes what a customer receives. There is no app to install; the build follows your Klaviyo account and your store.
Explore AI and automationPractical questions
Before we connect.
Can an agent trigger or stop a Klaviyo flow?
Only through actions you have sanctioned. Many clients begin with agents reading events and segments, and add tightly-scoped influence over flows later — always with review where a change alters what a shopper receives.
We already connected Shopify — what does Klaviyo add?
Shopify tells an agent what happened to an order; Klaviyo tells it how the shopper has behaved and what messaging is in motion around them. Store truth and marketing behaviour are different layers, and the strongest agents read both.
Is this a pre-built Klaviyo connector?
No. Emerge designs the integration as a services engagement — mapping your events, segments, and consent data, configuring what each agent may read, and governing any path that could touch a customer's messaging.
Keep exploring
Related integrations
Start with one useful connection.
Tell us which workflow needs to improve. We will map the systems, access rules and success measures with you.
Talk to Emerge