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May 26, 2026

new

Automations

Klaviyo: Workflow Actions & Triggers

Overview

Klaviyo is a marketing automation platform built around profiles unified customer records with subscription status across email and SMS that flow through lists, segments (dynamic groups built from profile conditions), and metrics (event streams like ‘Placed Order’, ‘Viewed Product’). Campaigns and flows in Klaviyo target these primitives. The Klaviyo integration brings them directly into the Workflow Builder so customer-facing automations can react to Klaviyo activity and write back to Klaviyo in real time as workflow data changes elsewhere.

This means a new Klaviyo signup can immediately become a CRM contact, a high-value segment match can fire an internal alert, a CRM contact can be created or updated as a Klaviyo profile, and a milestone-triggered workflow can send a pre-staged Klaviyo campaign — all inside one automation.

About the Integration

The integration ships with two halves:

Triggers (Klaviyo → Workflows): Four polling triggers — New event, New profile, Profile added to list, Profile added to segment — each running every 5 minutes and surfacing matching records since the last poll.
Actions (Workflows → Klaviyo): Seventeen actions covering the full profile lifecycle (create / update / find / subscribe / unsubscribe), list management (create / find / add / remove), segment lookup, tag management across lists and segments, campaign discovery, and one-click sending of a draft campaign.

All triggers and actions are flagged as premium workflow components — premium action credits apply at the standard automation rate. Klaviyo plan usage (active profiles, SMS credits) is billed by Klaviyo directly on your Klaviyo account.

Key Benefits of Klaviyo in Workflows

Polling triggers every 5 minutes — close-to-real-time without webhook plumbing; matching records are batched and processed in order.
Full profile lifecycle in one place — create, update, find, subscribe, and unsubscribe all available as discrete actions, so workflows can match the exact step needed.
Consent-aware subscriptions — Subscribe profile takes channel-specific flags so email and SMS consent are honored independently, matching how Klaviyo (and TCPA / GDPR / CASL) actually track consent.
List and segment lookups — Find list, Find segment, and Find campaigns let workflows look up identifiers at run time so the rest of the workflow doesn’t hardcode IDs.
Tag taxonomy across lists and segments — manage Klaviyo tags as workflow-driven metadata across both lists and segments using one consistent set of actions.
Workflow-driven campaign sending — Send campaign lets a workflow milestone, schedule, or condition trigger a draft Klaviyo campaign immediately.

How to Set Up Klaviyo

Before any Klaviyo trigger or action can run, the integration has to be connected via OAuth.

Connect via the Workflow Builder (recommended)

Open Automation → Workflows and pick (or create) a workflow.
Add a Klaviyo trigger or action — search for Klaviyo in the Apps tab.
Select any Klaviyo trigger or action.
On the action card, click Connect your account.
You will be redirected to Klaviyo’s authorization screen. Review the requested scopes — Accounts, Campaigns, Events, List, Metrics, Profiles, Segments, Subscriptions, Tags — and click Allow.
You will be returned to the Workflow Builder; the panel will update to show Connected.

Connect via Settings (alternative path)

Go to Settings → Integrations.
Locate Klaviyo and click Connect.
Complete the OAuth flow on Klaviyo’s authorization screen and return to the platform.

List of Triggers

All triggers poll Klaviyo every 5 minutes and surface matching records since the last poll, in order.

New event - Fires when a new event of any tracked metric is recorded against a profile. Filterable by Metric (e.g. Placed Order, Viewed Product, custom event).
New profile - Fires when a new profile is created in Klaviyo. Returns the full profile payload including subscription status across email and SMS.
Profile added to list - Fires when a profile is added to a Klaviyo list. Filterable by List.
Profile added to segment - Fires when a profile matches a Klaviyo segment’s conditions for the first time. Filterable by Segment.

List of Actions

Create profile - Creates a new Klaviyo profile from workflow data. Does not subscribe — use Subscribe profile separately if explicit consent was captured.
Update profile - Updates an existing profile by ID or email. Does not change consent status.
Find profile - Looks up a profile by email or phone — returns the profile payload if found.
Subscribe profile - Subscribes a profile to email and/or SMS with explicit consent. Channels are handled independently.
Unsubscribe profile - Unsubscribes a profile from email and/or SMS.
Create list - Creates a new Klaviyo list with the given name and returns the list ID.
Find list - Looks up a Klaviyo list by name.
Add profile to list - Adds an existing profile to a list (membership only — does not change consent).
Remove profile from list - Removes a profile from a list (membership only).
Find segment - Looks up a Klaviyo segment by name and returns the segment ID.
Find tags - Lists tags from the Klaviyo account, optionally filtered by name.
Add tag to list - Attaches one or more tags to a Klaviyo list.
Remove tag from list - Detaches one or more tags from a Klaviyo list.
Add tag to segment - Attaches one or more tags to a Klaviyo segment.
Remove tag from segment - Detaches one or more tags from a Klaviyo segment.
Find campaigns - Lists campaigns from the Klaviyo account — useful for discovering a draft to send.
Send campaign - Send a draft Klaviyo campaign immediately. The campaign’s recipients, subject, and content are configured inside Klaviyo.

Example: Setting Up a Trigger (Profile added to list)

This walkthrough wires up a workflow that fires every time a profile is added to a specific Klaviyo list — and uses the profile payload as the source of all downstream actions.

Step 1: Add the trigger

Open the workflow and click Add Trigger.
Switch to the Apps tab and search for Klaviyo.
Select Profile added to list from the trigger list.

Step 2: Configure the trigger

Connected Account — pick the Klaviyo account this trigger should watch. Defaults automatically when only one account is connected.
Workflow Trigger Name — give it a meaningful label, e.g. ‘New VIP List Member’.
Filters → List — pick the Klaviyo list to watch. The helper text underneath reads ‘Select the Klaviyo list to watch for new profile memberships.’
Add filters (optional) — layer on additional conditions if the workflow should only fire under specific circumstances.

Step 3: Test the trigger

Click Find New Records inside the Test Your Trigger panel.
The system fetches the most recent matching list-membership records from Klaviyo.
In the Records — Select Mapping Reference dropdown, pick one of the returned records. This locks the profile-payload schema for downstream steps.
Click Save Trigger to finish.

Example: Setting Up an Action (Send campaign)

This walkthrough uses Send campaign to fire a pre-staged Klaviyo campaign the moment a workflow condition is met.

Step 1: Stage the draft campaign in Klaviyo

Send campaign is the trigger, not the composer — the campaign’s recipients, subject, and content must already be configured in Klaviyo and left in draft status. Build the campaign in Klaviyo as you normally would and stop before clicking Send.

Step 2: Add the action

Inside the workflow, click Add to insert a new step.
Open the Apps tab and select Klaviyo.
Choose Send campaign from the action list.

Step 3: Configure the action

Connected Account — pick the Klaviyo account where the draft lives.
Action Name — a meaningful label, e.g. ‘Send Launch Day Broadcast’.
Campaign — pick the draft from the dropdown. The helper text reads ‘Select the draft campaign to send now.’ Only campaigns currently in draft status appear in the list.

Step 4: Test the action

Click Test Action.
Confirm — the campaign will send to its configured audience in Klaviyo. Treat test sends with care: use a small test list inside the draft’s audience before running this in a production workflow.
Save the action and run a full Test Workflow before publishing.

How to Test the Trigger and Action

Always test before publishing. Testing locks the payload schema and gives downstream steps a real record to map against.

Test the trigger

Inside the trigger panel, click Find New Records.
If no matching records appear, perform the action in Klaviyo manually (add a profile to the list, fire a test event) and re-fetch.
Select the returned record as the mapping reference. Confirm the profile-payload fields appear in the preview.

Test the action

Inside the action panel, click Test Action.
The action runs against the live Klaviyo account using the configured inputs.
Open Klaviyo and confirm the result — a new profile under Profiles, a list membership under Lists, a tag attachment under Tags, a campaign send under Campaigns.
If something looks wrong, double-check the field mappings and re-test. Once satisfied, click Save action, then run a full Test Workflow before publishing.

Frequently Asked Questions

Q: What is Klaviyo?

Klaviyo is a marketing automation platform for email and SMS, built around unified customer profiles. Profiles flow through lists, segments (dynamic groups defined by profile conditions), and metrics (tracked events like ‘Placed Order’ or ‘Viewed Product’). Campaigns and flows in Klaviyo target these primitives.

Q: Are Klaviyo triggers and actions premium workflow components?

Yes. All triggers and all actions are flagged as premium and consume premium action credits at the standard automation rate. Klaviyo plan usage (active profiles, SMS credits) is billed by Klaviyo directly on your Klaviyo account.

Q: Are the triggers instant or polled?

Polled. All triggers poll Klaviyo every 5 minutes and return matching records since the last poll, in order. Plan for this cadence — the trigger is near-real-time, not instant.

Q: How do I authenticate Klaviyo?

OAuth. Click Connect your account on any Klaviyo step; you’ll be redirected to Klaviyo’s authorization screen. Review the requested scopes — Accounts, Campaigns, Events, List, Metrics, Profiles, Segments, Subscriptions, Tags — and click Allow. You’ll be returned to the Workflow Builder with the panel showing ‘Connected’.

Q: Are email and SMS subscribed together?

No. Klaviyo tracks email consent and SMS consent separately. Subscribe profile takes channel flags — you can subscribe to email only, SMS only, or both. Always reflect what the customer explicitly consented to.

Q: Can I update a profile’s properties and subscribe them in one step?

Not in a single action. Klaviyo requires the subscribe call and the property update to be separate operations. Use Subscribe profile first; follow with Update profile for any custom property changes.

Q: What does the New event trigger return?

The event payload — metric name, event timestamp, event properties — plus the associated profile (email, phone, profile ID, custom properties). Use the Metric filter to scope to the event type you actually care about (e.g. only ‘Placed Order’ events).

Q: How does Send campaign know which campaign to send?

The action’s Campaign field is a dropdown populated with the Klaviyo account’s draft campaigns. Recipients, subject, and content are configured inside Klaviyo when the draft is built — Send campaign triggers the send; it does not compose the campaign.

Q: How do tags differ from lists and segments?

Tags are organizational metadata attached to lists and segments — they don’t hold profiles themselves. Use tags to categorize lists and segments (e.g. ‘onboarding’, ‘win-back’, ‘black-friday-2026’) so reporting and filtering remain clean as the account grows.

May 26, 2026

new

E-Commerce Stores

Shopify integration just got simpler! No custom app setup required

Connecting your Shopify store has just got significantly simpler. The new Shopify OAuth App lets you go from zero to fully integrated in under a minute. This requires no API tokens, no custom app setup and no developer configuration.
Note:
 Existing integrations are not affected. If you've already connected Shopify using the custom app method, your integration continues to work as-is. No action required. 
📌 What's New
Simplified OAuth connection: 
Connect your Shopify store directly in 1-click. No API tokens, no custom app creation required in Shopify.
More secure: 
OAuth 2.0 eliminates long-lived API credentials. Access is scoped, auditable, and revocable from your Shopify admin at any time.
Same sync capabilities: 
All existing features are fully supported which includes historic and real-time sync of customers, orders, transactions, products and collections.
Faster onboarding:
 Connecting to Shopify now takes under a minute. No manual generation of API token is required.
📌 How It Works
Step 1:
 Go to Settings
 > Integrations
 > Shopify
 and click Connect.
Step 2:
 Enter your Shopify store URL and click Next
. 
Step 3:
 Select your import and sync preferences, click Save
Step 4:
 You will be redirected to Shopify to review the requested permissions and click Install
. 
Step 5:
 Once approved, you'll be redirected back to your account automatically and you're all set!
📌 Why It Matters
Lower barrier for merchants:
 Non-technical store owners can now connect Shopify without needing to create a custom app or understand API scopes.
Agency-grade efficiency:
 Agencies managing multiple client stores can onboard new Shopify integrations faster.
Standard Shopify authorization flow: 
 Connecting with Shopify is through standard authorization flow which is a familiar and trusted experience with no third-party token handling or developer steps involved.  

May 26, 2026

new

improved

Ad Manager

Multi-level ad campaign preview support in Template Library

👀 What’s New?

Ad Template Library now supports multi-level ad campaign previews for Meta, Google, and LinkedIn campaigns.
Customers can now view the complete campaign hierarchy including multiple Ad Sets / Ad Groups and Ads within each structure.
Added platform-specific preview experiences aligned with native ad placements and formats.
Unified preview component integration for Template Library and Ad Manager campaign creation flows.

👷 How It Works:

Users select a campaign template from the Ad Template Library or while creating campaigns in Ad Manager.
The preview now displays:

Campaign → Ad Set / Ad Group → Ads hierarchy

Multiple ads inside each Ad Set / Ad Group
Real-time placement-specific ad preview panel

Sidebar navigation allows users to switch between Ad Sets / Ad Groups and preview associated creatives instantly.
Same preview experience is now supported while creating campaigns using templates inside HighLevel Ad Manager.

🌟 Why It Matters:

Gives customers better visibility into complete campaign structures before campaign creation.
Improves understanding of templates containing multiple ad sets/groups and creatives.
Reduces confusion caused by earlier single-ad-only previews.
Creates a more native and platform-consistent ad preview experience across Meta, Google, and LinkedIn.
Improves campaign confidence and template adoption for agencies and advertisers.

📝 Notes:

Supports customer-created templates with multiple ad sets/groups and ads.
Preview component has been centralised and simplified for easier maintenance and scalability.
Platform placements shown in preview:

Meta > Feed, Story, Reels
Google > Search, YouTube, Gmail
LinkedIn > LinkedIn native placement

Includes UI/UX improvements, fullscreen preview refinements, and non-scrollable preview optimisations.
Applies across Template Library and Ad Manager template-based campaign creation flows.

May 26, 2026

new

improved

Calendar

🔄 Enhanced Calendly Reschedule Handling in HighLevel Calendars

🧭 Overview

We’ve enhanced

how

Calendly appointment reschedules are handled inside HighLevel

to create a more consistent scheduling and automation experience.

With this update, Calendly reschedules now behave the same way as native GHL appointment reschedules, ensuring

reschedule-based workflows

One-click email setup fixes with Fix with AI

👀 What’s New
We’ve introduced AI-powered one-click fixes for common email issues such as invalid custom value syntax or missing subject lines. The AI automatically applies the fix, creates the required variant when needed, and logs all updates directly in the Email AI chat window.
🚀 Impact
Reduces manual debugging for email configuration errors
Speeds up time to value for the users.
Improves send reliability by proactively fixing invalid setups
Provides full visibility into AI-generated changes through chat history
👷 How to test It?
Enable Email AI in Beta Labs
Create a campaign with:
Incorrect custom field syntax, or
Missing subject line / preview text
Click Send, Schedule, or open the Checklist
On validation errors, click the new “Fix with AI” action
The Email AI chat window will explain the fixes applied and log the changes automatically
⭐ Coming Soon
We’re also launching Beautify with AI, which will automatically improve mobile responsiveness, alignment, spacing, and overall email layout consistency to help create cleaner, production-ready emails with a single click.:rocket:

May 25, 2026

new

E-Commerce Stores

SEO Improvements: Alt Text for Store Images & Elements

What’s New?

We’ve added automatic

Alt Text support

for Ecommerce images and Store elements to improve SEO and accessibility. Alt text is generated using existing metadata like product name, collection name, store name, variant name, payment method, and element context, with fallback translation support.

Key enhancements include:

Automatic Alt Text for Product Images

Product main images use the product name.
Product gallery images include the product name and image index.
Variant images include the product name and variant name.
Upsell and bundle images use the product name.

Alt Text for Collection & Store Branding

Collection cover images use the collection name.
Header logos use the store name if alt text isn't present.

Alt Text for Store Elements

Product cards, Featured Product, Related Products, cart item images, and checkout product thumbnails now use product-based alt text.
Components inside store elements use the component name where applicable.

How to Use It?

No action is required. Alt text is generated automatically for supported Ecommerce images and Store elements.

Key Points to Note:

No new UI or manual alt text input in this version.
Alt text is generated from existing store/product metadata.
Storefront design and user workflow remain unchanged.

May 23, 2026

new

Introducing New Templates

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
------------------------------------------------------
🚀 1 New Website Templates Published
  🚀
------------------------------------------------------
Marketing Agency - 1
------------------------------------------------------
🚀 1 New Email Templates Published
  🚀
------------------------------------------------------
Insurance - 1
-----------------------------------------------------
🚀 1 New Form Templates Published
  🚀
-----------------------------------------------------
Creative - 1
-----------------------------------------------------
🚀 1 New Survey Templates Published
  🚀
-----------------------------------------------------
Home Services - 1
-----------------------------------------------------
🚀 4 New Social Templates Published
  🚀
-----------------------------------------------------
Home Services - 2
Health & Wellness - 2
-----------------------------------------------------
🚀 5 New Facebook Ad Templates Published
  🚀
-----------------------------------------------------
Restaurant and Bar - Bakery
Legal - Mediation and Arbitration Services
Creative - Jewelry Designer
Health & Wellness - Wellness Coaching
Medical - Compound Pharmacy
-----------------------------------------------------
🚀 5 New Google Ad Templates Published
  🚀
-----------------------------------------------------
Beauty & Fashion - Spa Services
Automotive - Vehicle Sales
Travel & Hospitality - Hospitality Services
Restaurant & Bar - Fine Dining Steakhouse
Real Estate - Architectural Design Firm
-----------------------------------------------------
🚀 5 New LinkedIn Ad Templates Published
  🚀
-----------------------------------------------------
Finance - Tax Specialist
Insurance - Commercial Insurance
Marketing Agency - PPC Management
Business Coaching & Consulting - Real Estate Consulting
Marketing Agency - SEO Services
------------------------------------------------------
📣 1 New Snapshot
 📣
------------------------------------------------------
Legal - Mediation Services
![
![Jewelry Designer - Facebook Ad](https://canny-assets.io/images/f54
11201aab6821caacbd57ef8bd2536.png)
](Insert YouTube/Wistia/Loom/Vimeo video URL here)

May 23, 2026

new

CRM

Companies

Company Smart lists

Managing companies just got more flexible.

You can now create Company Smart Lists to save a customized company view with your preferred filters, sorting, and visible fields - and reuse that list anytime without setting it up again.

What's New?

Added Company Smart Lists inside Companies
Save your preferred: advanced filters, sort order, and visible fields
Duplicate an existing Smart List to quickly create another version
Export Smart List results to CSV
Share Smart Lists with: all users or selected users
Give shared users either view access or edit access
Copy and share a direct link to a Smart List
Save updates back to the same Smart List or save them as a new one
Manage Smart lists page to review all Smart Lists in one place

How It Works

Turn on Company Smart Lists from Sub-account Labs
Go to Contacts → Companies
Click on + List
Apply the filters, sorting, and fields you want
Name the Smart List and save it
Reopen it anytime to continue editing, sharing, exporting, or duplicating it
Open Customize list to manage: Duplicate, Export, Sharing & Permissions, and Delete List

Why It Matters

Reduces repetitive setup for teams working with Companies
Makes it easier to return to the exact lists you use most
Helps standardize account lists across users
Makes sharing important filtered lists much easier

Notes

This feature is currently available in Sub-account Labs
Users with edit access can also change sharing permissions

May 22, 2026

new

improved

Email System

Improved Handling for Inactive/Unverified Domains

Email delivery is now better protected when a domain mapped to a Campaign or any other Domain configuration becomes inactive or unverified.
Previously, emails could continue attempting to send even after the mapped domain became inactive. With this update, the system now automatically prevents email delivery for those cases and surfaces a clear failure message within Conversations.
✨ What's New
• Emails will now be stopped automatically if the mapped Campaign Domain becomes inactive or unverified.
• Failed email attempts will display a clear error message within Conversations.
• Improved visibility into email delivery issues caused by domain verification status changes.
💡 Why It Matters
📩 Prevents failed or unauthorized email delivery attempts from inactive domains.
🔍 Gives users immediate visibility into why an email failed.
⚡ Improves troubleshooting by surfacing domain verification issues directly within Conversations.
🛡 Enhances email reliability and domain compliance handling.
🛠 How It Works
If a Campaign Domain status changes from Active
 to Inactive/Unverified
, email sending will automatically stop for emails using that domain.
The email activity will be marked as failed.
Users will see a message within Conversations indicating that the email failed because the domain is not verified.

May 22, 2026

improved

Email System

Client Portal Domain Configuration Moved to Domain Configuration Setup

Managing Client Portal email domains is now more streamlined. The Client Portal Domain configuration has been moved from Notifications Domain Configuration directly into the main Domain Configuration page under Dedicated Domain Setup.
This update also ensures that Client Portal emails can continue to be viewed directly within Conversations, while making domain management more centralized and intuitive.
✨ What's New
• Moved configuration from Notifications Domain Configuration to Domain Configuration.
• Client Portal emails can be viewed directly within Conversations.
• Centralized management for all email domain types in one place.
💡 Why It Matters
📩 Better communication visibility - customers can easily track Client Portal emails alongside other conversation history.
🧩 Centralized interactions - keep all customer communication accessible in one place.
🔍 Easier tracking - quickly reference Client Portal email activity as well.
🛠 How to Use
Go to Email Services.
Open Dedicated Domain Setup.
Navigate to Domain Configuration.
Configure the Client Portal Domain

→