Klaviyo integration guide
Who can use this feature?
- This feature is available for all users who are using both Chatty and Klaviyo
What is the Klaviyo integration?
Klaviyo is an email & SMS marketing platform that helps you send targeted emails and SMS messages to your customers.
The Chatty–Klaviyo integration is a secure, OAuth-based, server-to-server connection. Once connected, Chatty syncs your customer profiles and chat events to Klaviyo in real time, so you can build flows, segments, and campaigns based on what happens in Chatty.
Learn more about Klaviyo (opens in a new tab)
Why integrate Klaviyo?
This integration keeps customer data and chat interactions in sync between Chatty and Klaviyo.
- Keep customer data consistent across platforms
- Build smarter customer segments based on chat interactions
- Track chat interactions for targeted email and SMS campaigns
How the integration works
Once enabled, Chatty processes customer identity, chat messages, campaign source, and behavioral triggers, then sends the data to Klaviyo:
- Profile sync — Chatty creates and updates customer profiles in Klaviyo
- Real-time events — Chatty sends chat events to Klaviyo as they happen
Klaviyo stores the profile data, records the events, and uses them to trigger automated flows and segmentation.
Customer → Shopify store → Chatty backend → Klaviyo → Flows & segmentsHow to connect Klaviyo
Go to Integrations
Get access to Chatty admin → Click Settings from the navigation → Go to Integrations
Go to Klaviyo
In "Klaviyo", click Manage
Connect with Klaviyo
Click Connect with Klaviyo. You’ll be redirected to the Klaviyo authorization screen. (A Klaviyo account is required for this step.)
Grant permissions
On the Klaviyo review screen:
- Click Continue
- Select the Chatty account
- Review the requested permissions and click Allow
You’re connected
Klaviyo redirects you back to Chatty and the integration is connected. Chatty begins syncing customer profiles and events to Klaviyo in real time.
What data is synced
Once connected, this integration syncs the following customer data to Klaviyo:
- Contact information (name, email, phone, location, type)
- Tags
- Number of conversations
- Last chat timestamps (when the last chat starts and ends)
After connecting, you can verify the integration in Klaviyo, where new and updated profiles from Chatty will appear.
If you deny permissions
If you click Cancel or don’t allow the requested permissions on the Klaviyo authorization screen, the integration won’t be connected and no data is synced.
To connect again, return to Settings → Integrations → Klaviyo, click Connect with Klaviyo, and complete the authorization workflow.
How to disconnect Klaviyo
You can disconnect at any time from either side:
- From Chatty — go to Settings → Integrations → Klaviyo → Manage and click Disconnect.
- From Klaviyo — remove the Chatty integration in your Klaviyo account.
When you disconnect, Chatty’s access token is revoked and data syncing stops immediately.
Chatty Help Center