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Agiloft to Klaviyo integration — real-time, two-way sync

Keep Agiloft and Klaviyo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Agiloft and Klaviyo

Stop re-entering the same information in Agiloft and Klaviyo: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Custom tables, Contracts, Companies, People in Agiloft with Catalog Items, Tags, Profiles, Lists in Klaviyo in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 02 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
  • 03 Mirror campaign and flow engagement events into a warehouse for revenue attribution alongside order data
  • 04 Keep suppression and consent status consistent between Klaviyo and other email or SMS tools

Common sync patterns

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Klaviyo is where the team documents or plans: keep its data fed

Information that originates in Agiloft stays current in Klaviyo instead of going stale after a one-time paste.

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

What you can sync between Agiloft and Klaviyo

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Agiloft objects Klaviyo objects How this pairing syncs
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Segments Dynamic audiences are readable so other tools can mirror who qualifies. Contracts is specific to Agiloft and Segments to Klaviyo — each maps to any object or custom field on the other side.
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Events Timestamped behavioral records tied to metrics; external order and product events are pushed in to trigger flows. Companies is specific to Agiloft and Events to Klaviyo — each maps to any object or custom field on the other side.
People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. Metrics Event type definitions organize the activity stream used in segmentation and attribution. People is specific to Agiloft and Metrics to Klaviyo — each maps to any object or custom field on the other side.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Campaigns Email and SMS sends expose performance data for warehouse-based reporting. Attachments is specific to Agiloft and Campaigns to Klaviyo — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Flows Automation definitions and their engagement data sync outward for attribution. Approvals is specific to Agiloft and Flows to Klaviyo — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Templates Message templates are accessible via API for content management workflows. Tasks is specific to Agiloft and Templates to Klaviyo — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Klaviyo

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Agiloft Klaviyo Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is written to Klaviyo through its API, with automatic retries and rate-limit backoff.

Klaviyo Agiloft Sub-second propagation

DetectionKlaviyo notifies Stacksync of record changes through webhook events. Polling on updated timestamps.

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • Klaviyo: Per-endpoint burst and steady rate limits apply.
What ships with Agiloft ⇄ Klaviyo

Connect Agiloft and Klaviyo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Klaviyo connection.

Real-time

Two-way sync

Changes in Agiloft or Klaviyo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Klaviyo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or Klaviyo record.

Observability

Monitoring

Track your Agiloft ⇄ Klaviyo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and Klaviyo.

How the Agiloft and Klaviyo connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply
How it works

How to connect Agiloft to Klaviyo — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Agiloft and Klaviyo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    Klaviyo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Klaviyo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ Klaviyo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft Klaviyo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and Klaviyo integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 402 integrations available for Agiloft and Klaviyo.

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