From Scattered Data to One Connected System — Salesforce, Klaviyo & QuickBooks, Unified
A US mid-market e-commerce brand was running three disconnected platforms with zero automated sync between them. Twopir unified Salesforce, Klaviyo, and QuickBooks via Zapier — eliminating manual data transfers, enabling behaviour-based marketing segments, and giving leadership real-time visibility into customer and financial data.
unified into one flow
eliminated
data synced live
segments built
inconsistencies
go-live day one
Six Disconnected Problems That Stalled Growth — and Six Fixes That Unified Everything
Five Phases That Took Three Broken Systems to One Unified Flow
Mapped the Full Data Landscape Before Writing a Single Zap
We audited every object, field, and workflow across Salesforce, Klaviyo and QuickBooks before designing anything. This gave us the exact field mapping blueprint and identified all the gaps that manual processes were hiding.
Built the Data Model That Everything Else Depends On
We created the custom objects and field configurations needed to structure the client's CRM properly — this wasn't a tweak, it was laying the foundation the system had never had. Without a clean Salesforce data model, no integration or automation would hold.
Connected Salesforce to Klaviyo and QuickBooks via Zapier Automation
We designed and deployed the Zaps that carry customer records, transaction events, and custom field values from Salesforce into Klaviyo — and mapped every relevant field between Salesforce and QuickBooks to eliminate financial data discrepancies.
Built Marketing Segments That Actually Reflect Customer Behaviour
We set up Klaviyo segments based on purchase data, user behaviour, and custom field values flowing in from Salesforce — replacing the flat, unsegmented contact list with audience logic the marketing team could act on immediately.
Delivered Dashboards That Give Leadership Answers, Not Just Data
We built custom reports and dashboards directly in Salesforce, surfacing the KPIs leadership needed — replacing spreadsheets and ad-hoc queries with always-current views into customer activity, pipeline, and business performance.
Before this project, our marketing team was sending the same email to everyone because we had no way to tell customers apart in Klaviyo. Now we have segments built on what people actually bought — and the data just flows in. We didn't change our process; we finally got a system that matches how we work.
— Twopir Project Lead · US E-Commerce Brand · 2024What Changed — In Numbers and in Practice
Three platforms, one integrated flow
Salesforce, Klaviyo, and QuickBooks now operate as a unified system — customer data, marketing triggers, and financial records all connected through Zapier automation.
Manual cross-system data transfers eliminated
Every data movement that staff were handling manually — copying records, exporting lists, re-entering transactions — is now automated and runs without human intervention.
Salesforce-to-Klaviyo sync runs continuously
Customer records, purchase events, and custom field values flow into Klaviyo as they happen — marketing now works with current data, not yesterday's export.
Behaviour-based Klaviyo segments live from day one
Segments built on purchase data, user behaviour, and custom Salesforce fields replaced the flat contact list — giving the marketing team the audience precision they had never had before.
Finance and sales share one source of truth
QuickBooks and Salesforce field mapping means every transaction is recorded consistently across both platforms — the discrepancies that were quietly distorting reports are gone.
A Salesforce data model built for what comes next
Custom objects and structured field configuration mean the CRM can now support additional automations, reporting layers, or integrations without requiring a rebuild from scratch.
Running a similar e-commerce or retail operation?
We'll audit your Salesforce setup, identify every manual data transfer that shouldn't exist, and map an integration architecture in 5 business days — at no cost and no commitment.
The Tools and Integrations Behind This Engagement
Running a similar e-commerce or retail operation?
We'll audit your Salesforce setup, identify every manual data transfer that shouldn't exist, and map an integration architecture in 5 business days — at no cost and no commitment required.
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Built by a team that has delivered 500+ CRM Projects across 5 Continents
Twopir Consulting has been building Salesforce and HubSpot solutions since 2013. From US e-commerce brands to UAE real estate platforms, we deliver integrations that work — and keep working. We cover US EST, UK GMT, and AEST time zones for truly global delivery.
12+ Years · 500+ Clients · Salesforce Gold Partner · HubSpot Gold Partner · US · UK · Australia · UAE · Canada
