HubSpot and Klaviyo, Working Together

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.

Unified Contact Profiles

HubSpot CRM data enriches every Klaviyo segment automatically.

Smarter Segmentation

Trigger flows based on deal stage, lifecycle, and purchase behavior.

Revenue-Attributed Emails

Connect email performance directly to pipeline and closed revenue.

Sync New HubSpot Contacts to Klaviyo Profiles

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.

Trigger Klaviyo Flows from HubSpot Deal Stages

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.

Update Klaviyo Segments Based on HubSpot Properties

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.

Push Klaviyo Engagement Back to HubSpot

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.

  • Describe what you need
  • Neotask configures the automation
  • It runs on autopilot
  • "Sync all new HubSpot contacts to my Klaviyo account list every hour"
  • "When a HubSpot deal reaches Closed Won, trigger the Klaviyo onboarding flow for that contact"
  • "Update the Klaviyo profile industry field whenever the HubSpot company industry changes"
  • "Log Klaviyo email click events as notes on the matching HubSpot contact"
  • "Add contacts to a Klaviyo segment when their HubSpot lead score exceeds 80"
  • 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.
    • Do I need a paid HubSpot plan? Neotask works with HubSpot Free, Starter, and higher tiers. Some deal stage features require at least a Starter CRM plan.

    Will Klaviyo profiles be overwritten? 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.

    How often does the sync run? 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.

    Can I filter which contacts sync to Klaviyo? Yes. Tell Neotask to sync only contacts matching certain criteria, such as a specific HubSpot list, lifecycle stage, or owner.

    Learn more about hubspot

    Learn more about klaviyo