Can I filter lost opportunities by reason?

Yes, DryMerge allows you to filter lost opportunities based on the reason they were lost. Specify the criteria, and DryMerge will tailor the automation to meet your needs.

Can I use different retargeting campaigns for different reasons?

Yes, you can set up different retargeting campaigns for various loss reasons in Klaviyo. Describe the necessary changes, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

Marketing and sales teams use this automation to attempt to re-engage potential customers who were lost, increasing the chances of future opportunities.

Klaviyo + Salesforce

Send Retargeting Campaigns in Klaviyo for Lost Salesforce Opportunities

Reconnect with potential customers by sending retargeting campaigns in Klaviyo whenever an opportunity is lost in Salesforce. This helps in keeping the potential lead engaged and possibly winning them back in the future.

Lost Opportunity Logged

Triggers when an opportunity is marked as lost in Salesforce.

Send Retargeting Campaign

Sends a retargeting email campaign to the lost opportunity.

See more Klaviyo to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Trigger Email Campaigns in Klaviyo for New Salesforce Opportunities

Klaviyo + Salesforce

Notify Sales Reps in Klaviyo of Salesforce Opportunity Stage Changes

Klaviyo + Salesforce

Add Klaviyo Subscribers from New Salesforce Opportunities

Klaviyo + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send retargeting campaigns in Klaviyo for lost Salesforce opportunities"

Send retargeting campaigns in Klaviyo for lost Salesforce opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Klaviyo + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

Klaviyo

Klaviyo is a marketing automation platform for e-commerce businesses. Segment customers, create personalized email campaigns, and automate your marketing communications.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Mailchimp

Email Marketing

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

Start automating today.

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