TLDCRM Klaviyo Webhook Integration for Smarter Lead Marketing

🚀 TLDCRM Klaviyo Webhook Integration for Smarter Lead Marketing

Insurance agencies rely on fast, personalized outreach to stay competitive—and that starts with connecting the right tools. With the new TLDCRM Klaviyo integration, your agency can automatically trigger email and SMS marketing based on real-time lead activity inside TLDCRM.

Whether a new lead is added, a policy is sold, or a contact is updated, Klaviyo can instantly respond with personalized campaigns that keep clients engaged without manual follow-up.

đź”— Why Integrate Klaviyo with TLDCRM?

Klaviyo is a powerful marketing automation platform trusted by thousands of businesses for its:

  • Dynamic email flows

  • Targeted SMS campaigns

  • Behavior-based segmentation

  • Detailed performance analytics

By linking Klaviyo to TLDCRM using a secure token, insurance professionals can unlock new levels of automation and personalization—without lifting a finger.

⚙️ Easy Integration with Flexible Configuration

Setting up the TLDCRM Klaviyo integration is simple and flexible. Agencies just need to enter their Klaviyo Private API Key and Subscription List ID into TLD to get started. From there, the integration can be turned on, and specific vendors can be configured to send data to Klaviyo under the Data > Integrations tab.

For even more control, users can optionally define default settings like “Send Mode” and “Conversion Mode” to ensure that all lead posts are sent and all policy submissions are tracked as conversions—automatically.

âś… Use Cases for Insurance Agencies:

  • Welcome Flows: Send an automated onboarding email or text the moment a lead enters your CRM.

  • Policy Renewal Reminders: Trigger reminders before policy expirations based on data stored in TLDCRM.

  • Re-engagement Campaigns: Automatically reach out to cold leads who haven’t been contacted in a set period.

  • Real-Time SMS Alerts: Text leads within seconds of a quote request or application submission.

đź’ˇ The Competitive Advantage

The TLDCRM Klaviyo webhook integration empowers your agency to:

  • Engage leads faster

  • Automate repetitive tasks

  • Improve conversion rates

  • Deliver a seamless client experience

It’s a lightweight configuration with high-impact results—perfect for scaling your outreach without scaling your workload.

🔚 Conclusion

If your agency is already using TLDCRM to manage leads and policies, connecting it to Klaviyo gives you an instant marketing advantage. With minimal setup and optional control over lead and policy behaviors, this integration enables smarter, faster, and more automated communication with every client.

Ready to elevate your marketing flows? Activate the integration and watch your conversions grow.