The Klaviyo integration has been developed by our certified solution partner AOS. The integration is made available to our customers at no extra cost besides the price of the subscriptions they might have with both products, Klaviyo and Aircall.
Integration Features
The integration between Aircall and Klaviyo has 3 main features:
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3 new metrics added to Klaviyo from Aircall events:
The following events will be created as metrics in Klaviyo with call information: Inbound Call, Outbound Call, and Call tagged.
With those metrics, you will be able to set up flows to send emails, SMS or do anything included in the Klaviyo flows features. You will have access to the call information and will be able to apply a diverse set of filters and rules to choose the best action possible for every profile.
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Klaviyo data in your Aircall Insights cards:
When a call enters the Aircall network, we will query your Klaviyo profiles. If we find one, we will display general contact information inside our insight cards. The information displayed will include a link to open the Klaviyo profile directly from the call.
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Custom property added to Klaviyo contacts with Aircall tag information:
When a call is tagged, we will add a custom property to your profiles including the tags in a collection of strings, such as [“Upgraded”, “Sales Call”, “Premium Customer”]. With those, you will be able to create automatic lists and segments.
Video Tutorial
Call information
The following information will be included in your metrics:
- Id: Id of the call, a number
- Agent: Agent on the call
- Status: Can be initial, answered or done
- Direction: Inbound or outbound
- Call Duration: Duration of the call in seconds
- Raw Digits: Number dialed or dialing in ISO format
- Missed Call Reason
- Aircall Number: Id of the number used
- Aircall Team: Name of the Aircall team
- Asset: Link to the recording in Aircall
- Call Notes: A collection of call notes
- Tags: A collection of tag names
- Started At
- Ended At
- Value: Always 1
Known Limitations
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Phone number format:
The integration uses the dialed phone number to find the contact in Klaviyo, and we look for a number in the following format: +(country code)(phone number), without any spaces. Example for a Spanish number +34666151515. US number +1555446633
This is also the format used by Klaviyo, so there shouldn’t be issues, however if you store your phone numbers in different format, the integration will be unable to find users to update or retrieve.
Please note that some pages in Klaviyo may have a table which displays the phone numbers with spaces, but that is okay. If you access the profile page, you will see the phone without any spaces.
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Installation and uninstallation:
Setup will always be started from Aircall. Even if you click on the installation button on the Klaviyo app, you will be taken to the Aircall dashboard. This is as per design. To uninstall the integration, you must delete your integration from the Aircall dashboard.
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Custom field requirements:
The integration creates a custom field in your profiles called aircall_tags. When you install the integration, make sure you don’t have a custom property with that name; otherwise the tags will not be synched.
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Display tags under inbound and outbound calls:
Notes and tags are displayed within your inbound and outbound calls metrics unless agents don't properly close the call on their Aircall's phone.
This is a normal behavior based on how Aircall's dialer works. It is not a limitation due to the integration.
Recommendations:
If you wish to implement flows triggered with Aircall's tag, we recommend you to use the Call Tagged metrics.