NetSuite Klaviyo Integration

Overview

If your objective is to turn your data into actionable insights, integrate NetSuite and Klaviyo. With hundreds of pre-built features and seamless integration, Klaviyo is an amazing marketing tool for NetSuite SuiteCommerce merchants.  

Requirement

After discontinuing CRM tool Bronto, one of our clients moved to Klaviyo, which is far superior. This case study is all about the benefits of integrating NetSuite with Klaviyo.  

Project

Our client’s aim through this integration project include:  

1. Sync customer data from NetSuite to Klaviyo dynamically. 

2. Sync transaction data from NetSuite to klaviyo dynamically.

3. Sync historical data from NetSuite to Klaviyo.

Data migrated to Klaviyo from NetSuite include entities – lead, prospect, customer and contact and transaction details – cash, invoice, sales order, item fulfillment.

Our developers created a custom record in NetSuite to pass these details to Klaviyo. The record is highly customizable with various parameters and filters that can be set up by the NetSuite owner – thus providing complete authority over the data that is sent to Klaviyo. 

Also, by adding a list field in the custom record page, our developers were able to add a saved search with product details that can be sent over to Klaviyo. After further configuration these items details are made available in Klaviyo  and it can recommend other products based on customer viewing or transaction history. 

Further with the data intact, Klaviyo is capable of tracking every major customer checkpoint. 

For example, once the lead details (email id or phone number) are fed into the Klaviyo database. And the buyer logs into NetSuite SCA website and adds an item to the cart – data is transferred to Klaviyo dynamically. 

Thereafter, Klaviyo stores the details of every checkpoint that the buyer goes through under that buyer’s profile. This helps business owners identify and analyze bottlenecks in the buyer’s journey and sort out why the buyer left at a certain part of the journey.

Results

The NetSuite-Klaviyo integration was deemed fruitful. Our client now enjoys several benefits. 

Here are the key benefits of NetSuite-Klaviyo integration:

• Easily sync NetSuite entities like contacts, leads, prospects and companies with Klaviyo.

• Sync only those records that meet specific criteria from Klaviyo and NetSuite.

• Changes that occur in NetSuite directly reflects in Klaviyo because of real-time integration.

Need to integrate your NetSuite system with other applications? Jobin and Jismi IT Services LLC provides expert NetSuite integration services to help you achieve a streamlined and efficient workflow. Contact us at contactus@jobinandjismi.com to learn more.