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Quotify Update

New Feature: Direct Klaviyo Integration πŸŽ―πŸ“§

We’re excited to introduce a native Klaviyo integration, built directly into Quotify. You can now sync quote request data to Klaviyo without using Zapier or any third-party tools.

This feature is available for Pro users.

What You Can Do

πŸ”— Connect Directly to Klaviyo

Connect your Klaviyo account by entering your private API key and testing the connection. Once connected, quote request data will sync directly to Klaviyo.

πŸ‘€ Profile Handling

Choose how profiles are handled when a quote is submitted:

  • Create or update existing profiles
  • Create profiles only (skip if the email already exists)

πŸ” Sync Control

Decide when data should be sent to Klaviyo:

  • Sync every quote request
  • Sync only specific quote requests using rules

🧩 Field Mapping

Map your Quotify form fields (such as email, name, phone number, dropdowns, and checkboxes) to Klaviyo profile properties, or define custom static values.

πŸ“¬ List & Marketing Settings

Optionally add synced profiles to one or more Klaviyo lists, with control over marketing subscription behavior and email/SMS preferences.

πŸ“Š Sync Activity

View recent sync activity directly in Quotify to confirm successful deliveries.

If you’re currently on Premium, upgrading to Pro unlocks this integration along with many other advanced features.

Questions or feedback? Reach out via the chat bubble anytime.

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