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Klaviyo and HubSpot, one customer instead of two.

The shopper Klaviyo emails and the contact your CRM tracks are the same person. Patricia lines them up, so purchase history reaches the sales record and CRM context reaches the email, and the same customer stops getting hit from both sides.

She reads freely, never spends without your yesEvery client account walled offNo zaps, no webhooks

What happens when marketing and sales email the same person by accident:

#fernbrook-internalThreadProduct preview
Ricardo GhekiereJust now

@Pati are Fernbrook's Klaviyo email list and the HubSpot contacts overlapping? Sales says a few wholesale accounts got the consumer promo.

PatriciaAppJust now

They are, and I can see where. Matched the two lists on email and found the overlap that is causing it.

  • 1,340 people exist in both: they are Klaviyo subscribers and HubSpot contacts at the same time
  • 62 of them are tagged as wholesale or open-deal contacts in HubSpot and should not get the consumer promo blast
  • Klaviyo also knows lifetime spend the CRM never sees: 210 of these contacts are high-value repeat buyers, worth flagging to sales
  • Going the other way, HubSpot marks 48 as churned or unsubscribed, but they are still active in Klaviyo, so a suppression is out of sync
XLSFernbrook-Klaviyo-HubSpot-Overlap.xlsxmatched contacts + suppression gaps
Pulled fromKlaviyoHubSpot
Ricardo GhekiereJust now

Suppress those 62 from the next consumer campaign, and push the lifetime-spend value onto their HubSpot records so sales sees it.

PatriciaAppJust now

Drafted. The 62 wholesale and open-deal contacts are staged as a suppression segment on the next Klaviyo campaign, and the lifetime-spend and last-order values are queued to write onto the matching HubSpot contacts. Neither is applied yet. Approve it and I sync, then I can keep purchase data flowing to the CRM and the suppression aligned each send.

Pulled fromKlaviyoHubSpot

What Klaviyo and HubSpot do together.

Each is useful alone. Joined, they answer the question neither can on its own.

Match the Klaviyo subscriber to the HubSpot contact into one customer view

She matches profiles on email across both systems so the shopper Klaviyo emails and the contact HubSpot tracks resolve to one person. That unified record is the whole point; it is a sync, not a destructive merge, and every write waits for your yes.

Suppress open-deal and wholesale HubSpot contacts from consumer Klaviyo campaigns

A live sales conversation in HubSpot should not collide with a discount blast from Klaviyo. She reads deal stage and contact type from the CRM and builds a suppression segment in Klaviyo, so the same person is not worked from both sides at once.

Push Klaviyo purchase history and CLV onto the HubSpot contact record

Klaviyo knows lifetime spend, last order, and predicted value; the CRM usually does not. She writes those onto the matching HubSpot contact so sales and service see the real customer, not a name with no order history behind it.

Feed HubSpot lifecycle and unsubscribe status back into Klaviyo segments

When HubSpot marks a contact churned or unsubscribed and Klaviyo still emails them, the suppression is out of sync and deliverability suffers. She reconciles status both ways and flags the gaps, so the two systems agree on who to email.

Flag high-value Klaviyo buyers who are quiet in the HubSpot pipeline

She surfaces the repeat, high-CLV buyers Klaviyo can see who have no open deal or recent touch in HubSpot, so sales can reach the customers already spending the most instead of chasing cold leads.

How it works

Klaviyo and HubSpot, connected in minutes.

1

Add Patricia to Slack

She joins your workspace like any teammate. Two minutes, no engineering.

2

Connect Klaviyo and HubSpot

One click each, per client account. She gets only the access you approve, and you can disconnect anytime.

3

Ask

Mention @Pati with the question. She reads and matches both sides on her own; any send or any write to a record waits for your yes.

Things to ask her.

@Pati

Are Fernbrook's Klaviyo list and HubSpot contacts overlapping?

@Pati

Suppress open-deal and wholesale HubSpot contacts from the next Klaviyo campaign

@Pati

Push Klaviyo lifetime spend and last order onto the matching HubSpot contacts

@Pati

Where do HubSpot unsubscribe status and Klaviyo subscription status disagree?

@Pati

Which high-value Klaviyo buyers have no open deal in HubSpot?

FAQ

Klaviyo + HubSpot, answered.

What does connecting Klaviyo and HubSpot together let Patricia do?

She unifies the customer across both: matches the Klaviyo subscriber to the HubSpot contact, pushes purchase history and CLV onto the CRM record, keeps unsubscribe and lifecycle status aligned, and builds suppression segments so a live sales contact does not get the consumer blast. It is a sync and segmentation play, not a one-click merge.

Does she send or change anything on her own?

No. She reads and matches both sides freely. Sending a Klaviyo campaign, writing data onto a HubSpot contact, or suppressing a segment is drafted and waits for your explicit yes in Slack.

Do I need both connected?

For the joined view, yes: Klaviyo for the email engagement and purchase behavior, HubSpot for the CRM record and pipeline. Each also works on its own; this page is about what they do together.

Does this work across all our client accounts?

Yes. Connect each client's Klaviyo account and HubSpot portal, and every client's data stays walled off from the rest.

What does it cost?

Nothing extra. Every integration is included, on every plan.

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