Add New Square Customers to Klaviyo Subscriber List

3 min setup

No coding required

Runs automatically

Enhance your marketing efforts by automatically adding new customers from Square to your Klaviyo subscriber list. This MESA workflow template streamlines data syncing, allowing for timely, personalized communications that boost engagement and drive sales. Save time on manual entry and focus on building stronger customer relationships with tailored marketing campaigns.

How it works

3 steps to subscribe new Square customers to your Klaviyo email lists

Customer Created

App connector: [Square](/content/apps/square/integrate "View Square integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger monitors your Square account and detects whenever a new customer profile is created, ensuring no new customers slip through without being added to your email marketing.

This step automatically watches for new customer creations in your Square account and runs every hour to check for updates. When a new customer is added to Square (either through online purchases, in-store transactions, or manual entry), this trigger captures their profile information including email address, name, and contact details. The trigger passes this customer data to the next step for email validation before attempting to subscribe them to Klaviyo.

Check for a valid email address

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This filter ensures you only attempt to subscribe customers who actually have email addresses, preventing workflow errors and maintaining clean email list hygiene.

This step automatically checks whether the new Square customer has a valid email address before proceeding with the Klaviyo subscription. The filter examines the email field from the customer data and only allows customers with non-empty email addresses to continue through the workflow. If a customer doesn't have an email address (like cash-only in-store customers), the workflow stops here to avoid creating incomplete records in Klaviyo. Customers with valid emails proceed to the final subscription step.

Subscribe Profile

App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• Time to complete: 1 minute

Why this matters: This action creates the actual subscription in Klaviyo, adding the filtered Square customers to your specified email list with proper consent tracking for compliance.

You'll need to configure which Klaviyo list you want new Square customers subscribed to by selecting from your available lists in the dropdown menu. The step automatically maps the customer's email address from Square and sets their subscription consent to "SUBSCRIBED" for email marketing. This creates a new profile in Klaviyo (or updates an existing one) and adds them to your chosen list with marketing permissions enabled. The subscription includes proper consent documentation for email marketing compliance.

Frequently asked questions

Will existing Square customers be added to Klaviyo when I activate this workflow?

No, this workflow only triggers for new customers created after activation. If you want to import existing Square customers, you'll need to use Klaviyo's CSV import feature or create a separate one-time, Time Travel workflow to sync historical customer data.

What happens if a Square customer already exists in my Klaviyo list?

Klaviyo will update the existing profile instead of creating a duplicate. The customer's subscription status will be updated to "SUBSCRIBED" and any new profile information from Square will be merged with their existing Klaviyo data.

Can I subscribe customers to multiple Klaviyo lists with this workflow?

This workflow subscribes to one list per configuration. To add customers to multiple lists, you can duplicate the "Subscribe Profile" step and configure each copy with a different Klaviyo list, or create separate workflows for different list targeting.

Make this template your own!

Customize this workflow even further:

Set custom delays

Schedule the Klaviyo subscription to happen after a set time period, such as subscribing customers 24 hours after their first Square purchase to avoid overwhelming them immediately.

Chain multiple actions

Connect several steps together in one workflow, like tagging customers in Klaviyo based on their Square purchase history, updating their profile with location data, and sending a personalized welcome email simultaneously.

Store data in tables

Save customer subscription details, signup dates, and source information in your own database for tracking subscription performance and analyzing customer acquisition patterns across different Square locations.

Deploy AI agents for smart decisions

Let AI agents evaluate customer purchase behavior and choose different Klaviyo lists based on order value, product categories, or purchase frequency to create more targeted email segments.