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MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Keap to Klaviyo

These tools serve different layers of a business, so this is less a like-for-like migration and more adding Klaviyo alongside (or instead of) Keap’s marketing piece while keeping CRM and payments elsewhere.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Keap to KlaviyoVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: Does moving from Keap to Klaviyo really cut costs?

On the marketing line, yes, $20/mo against $299/mo, but Keap's CRM, invoicing, checkout and payments don't come with you, so the real saving is whatever's left after you replace them.

Contacts leave as CSV, Klaviyo connects to your store for order data, and every sequence gets rebuilt by hand. Price the replacement tools before you sign anything, then sequence the move so money moves last. Email can switch quickly, but any payment plans, recurring charges or open invoices running through Keap need a new home tested with a real transaction first, because a failed charge is lost revenue and an annoyed customer at the same time. Keep Keap active until the last open invoice is paid or moved, and export your invoice and payment history for your books before you cancel.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Keap to Klaviyo

    Native Shopify sync

    Purchase and browsing events sync automatically.

    Revenue attribution

    Built into every flow and send.

    Much lower price

    $20/mo against $299/mo flat.

    How the migration actually works

    You lose Keap’s built-in CRM, invoicing, checkout and payment processing — Klaviyo offers none of these.

    StepWhat you do
    1Export your contact listExport contacts, tags and segments as CSV from the old tool.
    2Create your Klaviyo accountCreate your Klaviyo account and connect your store to sync existing customer and order data.
    3Rebuild flows in Klaviyo’s flow builderRecreate abandoned-cart, welcome and post-purchase flows using Klaviyo’s flow builder, tied to your synced store events.
    4Rebuild automationsRecreate email sequences, triggers and automation rules by hand — these do not transfer automatically.
    5Reconnect integrationsReconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool.
    6Run a real send before cancellingSend one real campaign through the new tool and confirm deliverability before cancelling the old plan.

    What this path doesn’t do for you:

    Keap’s CRM, invoicing, checkout and payments have no Klaviyo equivalent — plan for separate tools to cover them.

    Pricing side by side

    PlanKeapKlaviyo
    Pricing basisFlat, 2 users includedPer active-profile tier
    Entry price$299/mo ($39/mo per extra user)Email $20/mo (500 profiles)
    CRMIncludedNone — event/profile data only
    Invoicing/paymentsIncludedNot offered

    Standard list prices checked on each vendor’s pricing page on September 23, 2026. HubSpot price is the $20/seat standing rate, not its current new-customer promo.

    Feature parity check

    CapabilityKeapKlaviyo
    CRMIncludedNone
    Invoicing/paymentsIncludedNot offered
    Revenue attributionNot coreBuilt in
    Price$299/mo (2 users)$20/mo (500 profiles)

    Going the other direction, or want the full comparison first?

    Read the Keap vs Klaviyo comparison Switching from Klaviyo to Keap instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Keap and Klaviyo. Rows where both tools are the same (1) are left out; the full side-by-side is on each tool’s page: Keap, Klaviyo.

    What changesKeap (today)Klaviyo (after)
    SOC 2 reportNot publishedSOC 2 Type IIsource
    ISO/IEC 27001Not publishedCertifiedsource
    Other certificationsPCI DSSsourceISO/IEC 27017, PCI DSSsource
    HIPAA (BAA)BAA availablesourceNot supportedsource
    Single sign-on (SAML/OIDC)Not publishedYesPaid planssource
    SCIM user provisioningNot publishedYesPaid planssource
    Two-factor authenticationYesEnforcement: All plans (2FA mandatory for every user)sourceYesEnforcement: Mandatory on all paid plans; Owner can require it on free accountssource
    Admin audit logNot publishedYessource
    Data residency choicesNot publishedUS onlysource
    EncryptionNot publishedEncrypted at rest and in transit ('strong encryption'; algorithm not stated)source
    Mobile appsiOS, AndroidsourceNot published
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Klaviyo on Paid plans before you invite the team, so accounts are created through your identity provider rather than by hand.
    • Keap offers a HIPAA BAA; we found none for Klaviyo. Don’t move protected health information until that is settled.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does Klaviyo import Keap data?

    No dedicated importer; export contacts as CSV and connect your store for event data separately.

    Will I save money?

    On the marketing line, yes, but you will need separate tools for CRM, invoicing and payments.

    Do I lose CRM features?

    Yes, entirely — Klaviyo has no CRM layer at all.

    Do my automations and workflows carry over?

    No. Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand in the new tool; only contact data moves via export/import or a migration service.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    KeapPricing, free plan, AI cost & every comparison›KlaviyoPricing, free plan, AI cost & every comparison›
    Keap vs KlaviyoHead-to-head comparisonActiveCampaign vs KeapHead-to-head comparisonActiveCampaign vs KlaviyoHead-to-head comparisonHubSpot vs KeapHead-to-head comparisonHubSpot vs KlaviyoHead-to-head comparisonKeap vs MailchimpHead-to-head comparison
    Klaviyo to KeapSwitching guideHubSpot to KeapSwitching guideHubSpot to KlaviyoSwitching guideKeap to HubSpotSwitching guideKlaviyo to HubSpotSwitching guideKeap to MailchimpSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from Keap to Klaviyo”, helpcompare.com/keap-to-klaviyo-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

    Start with the job

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    Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.

    Get more leads and customersAutomate follow-ups and nurture campaignsSend a newsletter or email campaignSchedule social media postsBuild an email listSend text messages to customersBuild landing pagesCollect forms and surveysAll 50 job guides
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    From shortlist to switched

    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill