Before you connect
You need a ZoeRelay workspace where you are an owner or administrator and a Klaviyo account you can authorize. Choose the intended workspace before approving access. One Klaviyo account can be connected to one ZoeRelay workspace at a time.
Connect Klaviyo
- Sign in to ZoeRelay and open Integrations, then Klaviyo. If you arrived from Klaviyo, sign in and select your ZoeRelay workspace.
- Select Connect Klaviyo or Continue to Klaviyo. Sign in to Klaviyo and review the requested permissions on its authorization screen.
- Approve access. ZoeRelay returns to Integrations and shows the connected state. Initial matching is queued automatically.
ZoeRelay requests account read, profile read/write, event read/write, list read and segment read access. Profile writes are used only when an administrator enables explicit profile upsert; that setting is off by default. ZoeRelay does not request metric-catalog or System Webhook access.
What syncs
ZoeRelay matches existing support customers to Klaviyo profiles using an existing mapping, normalized email, or a confidently normalized phone number. It caches bounded profile identity, read-only marketing status, list and optional segment memberships, and recent activity. ZoeRelay does not import the full Klaviyo audience.
In a linked customer's Inbox context, the current card shows profile identity, available email and phone, read-only email/SMS marketing status, counts of lists, segments and recent activity, and the last provider update. Open the profile in Klaviyo for full details. The card does not display list names, segment names or event details.
Support events
When enabled, ZoeRelay sends durable events for conversation start/resolution, human handoff, ticket creation/resolution, and CSAT submission. Stable identifiers make retries idempotent. Events exclude transcripts, message bodies, internal notes, ticket descriptions, CSAT comments, credentials, and unnecessary personal data.
Turn on Send support lifecycle events in Klaviyo settings to deliver eligible events for mapped customers. Events are delivered asynchronously; they are not a marketing subscription action. Existing support work continues if the provider is delayed.
Consent and permissions
ZoeRelay reads marketing status for context but does not subscribe or unsubscribe profiles. Profile upsert is explicit and disabled by default. List writes, marketing subscription writes, campaigns, flows, email sending, and SMS sending are not part of this connector.
Owners and administrators can manage the connection and settings; disconnect is owner-only. Other workspace roles see Klaviyo context only when their ZoeRelay permissions allow it.
Sync and reconciliation
ZoeRelay matches existing support customers; it does not import the Klaviyo audience. Initial sync starts after connection. From the Klaviyo settings panel, an authorized administrator can use Sync profiles, Reconcile or Test connection. Reconciliation refreshes bounded profile context and can take time to appear in the Inbox. A customer without a confident profile match shows no linked Klaviyo profile.
Reliability and privacy
OAuth credentials are encrypted. Synchronization and event delivery use durable PostgreSQL jobs, bounded retries, dead letters, and reconciliation. Every record is workspace-scoped. If Klaviyo is unavailable, ZoeRelay Inbox and support operations continue using safe cached context.
Disconnect and troubleshooting
A workspace owner can choose Disconnect in the Klaviyo panel and confirm the action. ZoeRelay removes stored OAuth credentials, stops provider work and attempts provider revocation; the screen reports if revocation could not be confirmed. ZoeRelay customers and support history remain. To use Klaviyo again, select Connect Klaviyo and complete a fresh authorization.
If authorization is canceled or the callback fails, retry Connect from the intended workspace and finish the Klaviyo consent screen. If a connection expires, use Reconnect. A 401 usually means the authorization needs renewal; a 403 can mean the Klaviyo grant lacks a required permission. An owner should review the Klaviyo app's registered permissions and reconnect to grant them. If provider rate limits delay a sync, allow retries to complete rather than repeatedly pressing Sync. For persistent errors, contact [email protected] with the workspace name, safe timestamp, and request or job ID. Never send tokens or customer messages.
Privacy and data requests
ZoeRelay stores a minimized, workspace-scoped snapshot of matched Klaviyo profile context. Authorized customer export includes linked Klaviyo data; customer deletion or anonymization removes the linked identity and cancels pending delivery for that customer. Disconnect removes authorization and stops further sync, while ZoeRelay support records remain subject to the workspace's normal retention controls. See the Privacy Policy and Terms of Service.