HubSpot tracks every deal, contact, and company interaction. Klaviyo turns that data into targeted email and SMS campaigns. When the two work together, your marketing reacts to CRM events in real time. Neotask connects them so you can describe what you need in plain language and have it running in minutes.
HubSpot CRM data enriches every Klaviyo segment automatically.
Trigger flows based on deal stage, lifecycle, and purchase behavior.
Connect email performance directly to pipeline and closed revenue.
When a new contact is created in HubSpot, Neotask creates or updates the matching Klaviyo profile with the same name, email, and custom properties. No duplicate records, no manual exports.
When a deal moves to a new stage in HubSpot, such as Proposal Sent or Closed Won, Neotask fires a Klaviyo event on the contact's profile. That event can trigger any flow you have configured, from onboarding sequences to win-back campaigns.
When a HubSpot contact property changes, such as lifecycle stage, industry, or lead score, Neotask updates the corresponding Klaviyo profile fields. Your Klaviyo segments stay accurate because they reflect live CRM data.
When a contact opens an email, clicks a link, or places an order through Klaviyo, Neotask logs that activity in HubSpot as a contact note or custom property update. Your sales team sees the full picture without switching tools.
what you need
the automation
on autopilot
| HubSpot Action | Klaviyo Result |
|---|---|
| New contact created | Profile created or updated |
| Deal stage changes | Flow event triggered |
| Contact property updated | Segment membership refreshed |
| Contact deleted | Profile suppressed |
| Form submission recorded | List subscription added |
| Klaviyo Action | HubSpot Result |
|---|---|
| Email opened | Contact note added |
| Campaign clicked | Property updated |
| Flow completed | Lifecycle stage advanced |
| Unsubscribe recorded | Marketing opt-out synced |
Use HubSpot custom properties to store Klaviyo flow enrollment status so your team can see which sequences are active.
Keep your Klaviyo profile fields and HubSpot contact properties named consistently to make mapping easier.
Set up the engagement sync before running a large campaign so HubSpot data is fresh for your sales team.
Test your deal stage triggers on a single contact before enabling them across all open deals.
Neotask works with HubSpot Free, Starter, and higher tiers. Some deal stage features require at least a Starter CRM plan.
Neotask merges data by email address. Existing profile fields are only updated when HubSpot has a newer value, so nothing is wiped on first sync.
You can configure near real-time syncs triggered by events or scheduled batch syncs. Most teams use event-based triggers for deal stage changes and hourly batches for property updates.
Yes. Tell Neotask to sync only contacts matching certain criteria, such as a specific HubSpot list, lifecycle stage, or owner.
Stop exporting CSVs and manually updating segments. Tell Neotask what you want to automate and it handles the rest.
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