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  1. 1.Before you start
  2. 2.Open Integrations
  3. 3.Connect the tool
  4. 4.Choose a list
  5. 5.When clients are synced
  6. 6.What's sent to each tool
  7. 7.If something is off
  8. 8.Common questions
Guide

Sync clients to Mailchimp, Klaviyo or Brevo

Connect Mailchimp, Klaviyo or Brevo and automatically add clients who agreed to marketing to one of your lists.

4 min readRole: Super Administrator or higherIntegrations & developersUpdated October 25, 2026
Open in the app

Connect an email marketing tool to send newsletters and promotions from that tool. Softalon adds clients who gave marketing consent to a list you choose, and removes them when they withdraw it. Campaigns are then created and sent in the marketing tool, not in Softalon.

Before you start

  • You have the Super Administrator or Owner role.
  • You have an account with the marketing tool and a list for your clients.
  • For Klaviyo: a Private API Key with these scopes: accounts:read, profiles:write, profiles:read, lists:write and lists:read.
  • For Brevo: your API Key.
  • For Mailchimp: nothing extra. You sign in to Mailchimp during setup.
  1. 1

    Step 1 of 3

    Open Integrations

    Go to Settings › Integrations and find the Marketing category. You can also start from the Marketing Integrations card in Settings › Notifications.

  2. 2

    Step 2 of 3

    Connect the tool

    Click Connect on Mailchimp, Klaviyo or Brevo.

    • Mailchimp sends you to Mailchimp to sign in and allow access, then brings you back.
    • Klaviyo and Brevo ask for your API key. Paste it and click Connect. Softalon checks the key right away.
    You will see:

    The card shows your marketing account's name.

  3. 3

    Step 3 of 3

    Choose a list

    Click Settings on the card, pick a List, and click Save.

    You will see:

    Settings Updated.

Nothing syncs until you choose a list. Do the Settings step right after connecting.

When clients are synced

What happens in SoftalonWhat happens in the marketing tool
A client is created with marketing consentThe client is added to your list.
A client's marketing consent is turned onThe client is added to your list.
A client's marketing consent is turned offThe client is removed from your list.
A client with marketing consent is deletedThe client is removed from your list.

Only these changes trigger a sync. Keep in mind:

  • Existing clients aren't imported when you connect. A client who already had marketing consent before you connected is only added after their consent changes.
  • Other edits don't sync. If you change a client's name, email address or phone number in Softalon, the marketing tool keeps the old details.
  • Clients without marketing consent are never sent. See Client consent explained.

What's sent to each tool

ToolDetails sentWhen a client is removed
MailchimpEmail address, first name, last name and phone number. The client is added as subscribed.The client is removed from the list.
KlaviyoEmail address, phone number, first name, last name, photo and the Softalon client ID.The client is removed from the list. The profile stays in Klaviyo.
BrevoEmail address, first name, last name, phone number (as the SMS attribute) and the Softalon client ID. Existing contacts are updated.The client is removed from the list.

Mailchimp needs an email address. Clients who only have a phone number can't be added to a Mailchimp list.

If something is off

Clients aren't showing up in my list

Check that you chose a list in Settings on the card, that the client has marketing consent, and that the consent was given after you connected. Also check the card for an unhealthy connection warning.

Invalid API Key provided

Copy the key again from Klaviyo or Brevo. For Klaviyo, make sure it's a private key with the scopes listed above.

The card says a connection is unhealthy

Syncing has stopped. Click Disconnect, connect again, and choose your list again in Settings.

Common questions

Yes. Each tool you connect gets the same clients, each in its own list.

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Related guides

Client consent explainedWhat transactional and marketing consent change in Softalon, how clients give consent, and how to update it.Integrations explainedEvery integration your salon and your account can connect, how to connect and disconnect them, and what an unhealthy connection means.Add a clientCreate a client profile with contact details, consents, notes and custom fields, or add a new client while you book.
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