Klaviyo and Monday.com, Working Together

Marketing teams run on two systems: the tools that send messages and the boards that track work. Klaviyo handles your email and SMS campaigns, flows, and audience segments. Monday.com keeps your projects, tasks, and timelines organized. Neotask connects both so your team stops copying data between tabs and starts moving faster. Describe what you need in plain language and Neotask handles the automation.

Campaign Pipeline Visibility

Track every email campaign stage inside Monday.com boards.

Automated Task Creation

Trigger Monday tasks when Klaviyo campaigns launch or complete.

Cross-Team Alignment

Keep marketing and ops teams synced on campaign progress.

Sync Campaign Launches to Monday Boards

When a new Klaviyo campaign is scheduled or sent, Neotask can create a corresponding item on your Monday.com board. Track campaign status, assign reviewers, and log send dates without manual entry.

Create Klaviyo Segments From Board Data

When a Monday.com item reaches a specific status or column value, Neotask can trigger a segment update or tag addition in Klaviyo. Push high-value leads or newly onboarded customers into the right flow automatically.

Track Flow Performance as Board Items

Pull Klaviyo flow metrics into Monday.com as trackable items. Monitor open rates, click rates, and revenue attributed to each flow alongside the rest of your marketing work, all in one view.

Escalate Unengaged Profiles to Your Team

When a Klaviyo segment grows past a threshold or a flow shows low engagement, Neotask can create a task on your Monday board and assign it to the right person for review and action.

  • Describe what you need
  • Neotask configures the automation
  • It runs on autopilot
  • "When a Klaviyo campaign is sent, add an item to my Marketing Launches board with the campaign name and date"
  • "Create a Monday task when a Klaviyo flow drops below a 20% open rate"
  • "When a Monday item is marked Done in the Onboarding board, add the contact to our Welcome segment in Klaviyo"
  • "Pull last week's Klaviyo campaign stats into a new Monday board item every Monday morning"
  • Use Monday column values as triggers to move contacts between Klaviyo segments based on deal or project stage
  • Keep campaign naming consistent between Klaviyo and Monday so Neotask can match records accurately
  • Set up a dedicated Monday board for email marketing so campaign items stay separate from other project work
  • Use Klaviyo tags to track which contacts came from Monday-initiated automations for cleaner reporting
    • Do I need to know how to code to set this up? No. Neotask accepts plain language instructions. Describe the automation you want and Neotask builds it.

    Can Neotask read from both Klaviyo and Monday at the same time? Yes. Neotask can pull data from either platform and push updates to the other in a single workflow.

    Will this work with my existing Klaviyo flows and Monday boards? Yes. Neotask connects to your existing setup. You do not need to rebuild anything.

    How often does Neotask sync data between the two platforms? Sync frequency depends on the workflow you configure. Neotask supports event-driven triggers as well as scheduled runs.

    Learn more about klaviyo

    Learn more about monday