Klaviyo and Webhook: Mortgage Pre-Approval Follow-Up Template
When a buyer completes a pre-approval form, this Spojit template updates their Klaviyo profile and drops them into a ready-to-buy list that fires a tailored follow-up flow.
What It Builds
A Webhook trigger receives each pre-approval form submission. A Connector node updates the buyer's Klaviyo profile with their approved budget and timeline, then a second Connector node adds them to your ready-to-buy list, which triggers the personalized follow-up flow you have set up in Klaviyo.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow triggered by a webhook from our mortgage pre-approval form. Take the buyer's email, name, approved budget, and target move-in date, update their profile in Klaviyo with the budget and timeline, and add them to our "Ready to Buy" list so our follow-up flow goes out.Connectors Used
- Webhook trigger - starts a run on each pre-approval form submission.
- Klaviyo - updates the buyer profile with budget and timeline, then adds them to the ready-to-buy list.
Customize It
Swap the list name in the prompt to match your own Klaviyo list, and add fields like agent name, neighborhood preference, or property type so your follow-up emails read more personally. You can also adjust which form field maps to budget if your form labels it differently.
Tips
- Give the Klaviyo connection a private API key with profile and list write scopes.
- Use the Webhook trigger's HMAC option if your form provider can sign requests.
- A single Direct-mode Klaviyo node per action keeps this fast and avoids any AI cost.