How do I send Instagram leads to Klaviyo?

Before you start

• This needs Trendsetter and above. It works only through Flow Automation (a multi-step chat you build on the web). Lead Gen does not sync.
• Your flow must ask with an Email question. An email asked with a Text question is not sent.
• In Klaviyo, create a private API key (it starts with pk_). If you limit its access, it must be able to write profiles, lists and subscriptions. The How to get your API key link in InstantDM opens Klaviyo’s guide.

Steps

1. Click Account Settings in the sidebar and open the Integrations tab.
2. Under “Available”, click Klaviyo.
3. Paste your key into Private API Key.
4. Optional: type your List ID (optional) to add every lead to that list.
5. Click Save at the top of Settings. The tag changes to Connected.
6. Open Flow Automation and click your flow (or click New Flow Automation → Instagram).
7. Make sure the flow has an Email question (Collect Email in the bottom toolbar). Add Name and Phone questions if you want them in Klaviyo.
8. Click Integrations (top right) and switch on Klaviyo.
9. Under When to push data, choose On every answer, then click Done.
10. Click Set Live.

On the phone app

Use the web app at app.instantdm.com for this. The phone app can’t edit flows or integration keys.

What your followers see

Nothing changes for them. They answer your questions in the DM. What Klaviyo sends afterwards depends on your Klaviyo flows.

Good to know

• What Klaviyo gets: email, first name (from a Name question), phone (from a Phone question), and the properties source = instantdm, ig_username, and one named after your flow set to true.
• The email is subscribed to email marketing. If you set a List ID, the profile is also added to that list.
• If the profile already exists, InstantDM updates its name, phone and properties.
• Phone numbers: ask people to include the country code, for example “+14155550123” or “+919876543210”. Phone answers must be digits with no spaces.
• Why On every answer: with On flow completion, Klaviyo only gets the lead when the flow fully ends. Flows that end on a button or link message never count as finished, so nothing is sent.
• There is no test button and no delivery log for Klaviyo. Test from a second Instagram account and check your profiles.

What you can’t do

• Choose a different list per flow. The list is set once for the account.
• Send other answers to Klaviyo profile properties.
• Sync Lead Gen or Send Link automations.

How to turn it off

Open the flow, click Integrations, switch off Klaviyo, click Done and Set Live.

If it doesn’t work

• Profiles arrive but aren’t in your list: fill in List ID (optional) and click Save.
• Nothing arrives: check the key starts with pk_, the question type is Email, Klaviyo is on in this flow and When to push data is On every answer. Click Set Live after any change.
• Some people are missing: their email failed the format check. See answer rules.