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Question

Klaviyo and Timely booking

  • October 18, 2024
  • 4 replies
  • 21 views
N

How can I automate syncing data between Timely and Klaviyo for email campaigns?

I'm trying to set up an automation between the Timely booking app and Klaviyo to keep customer data updated automatically. The data fields I need to sync are:

  • First name
  • Last name
  • Mobile
  • Phone
  • Email address
  • Address 1
  • Address 2
  • Suburb
  • Last appointment date
  • Last appointment status
  • Last appointment service
  • Next appointment date
  • Next appointment status
  • Next appointment service
  • Date added
  • Client status
  • Number of bookings
  • Number of appointments
  • Weeks absent

This is important because we plan to trigger personalized email campaigns based on these fields. How can I set this up in Zapier? Any specific steps or Zaps you recommend to achieve this data sync?

Thanks in advance!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • October 18, 2024

Hi @nura,

 

Welcome to the Community. 

 

In order to set up a Zapier automation to sync data between Timely and Klaviyo, log in to Zapier and create a new Zap. Choose Timely as your trigger app, selecting a specific trigger like "New Appointment" or "Updated Appointment." Connect your Timely account, set up the trigger, and test it. Then, choose Klaviyo as your action app, selecting actions such as "Update List Member" or "Add/Update Subscriber." Connect Klaviyo, map data fields between the apps, test the action and activate your Zap. Be aware of Zapier's task limits and potential data field availability issues.

 

Let us know if this helps you jump-start your Zap.

N
  • nura
  • Author
  • New
  • October 18, 2024

This is the only trigger available on Timely App though:

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 18, 2024

Hi @nura 

Try these Zap steps:

  1. Trigger: Timely - Customer Trigger
  2. Action: Klaviyo - Create or Update Profile
⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • November 1, 2024

Hi there @nura! 

Did the trigger and action Troy suggested do the trick? If so, we’d love to get it marked as the best answer to better surface it to others in the Community.

If not, or if you still need any help at all just let us know - we’re happy to assist further! 🙂

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