Question from Reddit user:
Hello! I have a SaaS business that runs through Facebook ads and klavio. After a lead is taken I send an email flow, that is concluded after a call with one of my salespeople.
Now I use the Facebook lead manager to define the funnel of the user ( called, no answer, onboarded etc.), and I was wondering if there is a way to have the tag (label) that I set on Facebook also in the klavio profile.
I have tried my best, but now I need Reddit.
Answer from Nabil:
The short answer is:
What you are attempting to do is not possible with the standard, out-of-the-box integration between Facebook Lead Ads and Klaviyo, as the Facebook Lead Manager is designed to manage the lead status within Meta’s ecosystem and does not automatically send those post-submission status tags (like “Called” or “Onboarded”) back to Klaviyo.
The most “geeky” and robust solution involves building a server-side integration that uses the Facebook Conversions API to actively extract those labels from Meta and then uses the Klaviyo API to push that label data back as a custom profile property on the user’s Klaviyo profile.
The long answer is:
Your challenge is a great example of needing to bridge a gap between a lead management tool (Facebook Lead Manager) and a CRM/marketing automation tool (Klaviyo) where the native integration is only one-directional and focused on initial lead creation.
While the initial lead submission uses the Facebook Lead Ads integration to create the Klaviyo profile and start the flow, the subsequent status updates you apply in the Facebook Lead Manager are stuck in Meta’s system.
To get this crucial, post-lead status data into Klaviyo, you need a custom, automated data synchronisation process.
The ideal, resilient, and scalable solution utilizes the Facebook Conversions API (CAPI), the Klaviyo API, and a server-side tagging environment like Stape or Google Cloud Platform.
Here’s the solution flow:
First, you would use your server-side environment (Stape/GCP) to act as a middleware platform.
You configure this platform to periodically, or in real-time, listen for updates to the status of your leads in the Facebook Lead Manager.
This is often achieved by leveraging the Facebook Conversions API or the Facebook Graph API to query the status of leads that have been updated by your sales team.
Second, once the server receives a status change (e.g., from “New Lead” to “Called”), it processes this data.
Third, it immediately uses the Klaviyo API to execute a function called “Update Profile.”
This API call targets the specific user’s Klaviyo profile using their email address or phone number as the unique identifier and updates a custom property, such as Facebook_Lead_Status, to the new value (“Called,” “No Answer,” or “Onboarded”).
This method is superior because it uses direct, first-party server-to-server communication, bypassing any client-side browser issues and ensuring the data is instantly and reliably synced.
Once this custom profile property is in Klaviyo, you can use it to create segments or set up conditional splits within your email flow, allowing you to perfectly tailor the subsequent email path based on the exact outcome of the sales call, thus achieving the geeker integration you need.
You might use Google Tag Manager (GTM) to handle the initial lead submission event and pass necessary IDs, but the heavy lifting of the status sync must be done server-side using the APIs.
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