Public Help & Installation Guide

Overview

OmnigrowthOS syncs leads captured in FieldTrak (our field sales mobile app) into Klaviyo and retrieves basic email-delivery metrics. This ensures that leads collected by your field sales team are instantly available for marketing nurture, and that sales and marketing teams stay aligned on contact engagement.

The integration uses Klaviyo’s OAuth-based authorization flow. Users do not enter any API key; all access is granted directly through Klaviyo’s permissions screen.

This guide includes installation steps, data behavior, scopes, use cases, troubleshooting, and uninstall steps—structured according to Klaviyo’s integration best practices.

1. Installation Guide (OAuth)

Installation URL

https://app.omnigrowthos.io/admin/integration

Steps

  1. Log in to OmnigrowthOS and go to the Integration page.
  2. Click Connect Klaviyo.
  3. You will be redirected to Klaviyo’s authorization screen.
  4. Review and approve the requested permissions.
  5. After clicking Allow, you will be automatically redirected back to OmnigrowthOS.
  6. Choose the Klaviyo List you want new leads sent to.
  7. The integration is activated immediately.

Redirect Behavior