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Sync Agile CRM contacts to Customer.io for targeted campaigns, enhanced segmentation, and personalized journeys. Latenode's visual editor makes complex logic simple, while affordable execution-based pricing unlocks scalable customer engagement.
Connect Agile CRM and Customer.io in minutes with Latenode.
Create Agile CRM to Customer.io workflow
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Create a New Scenario to Connect Agile CRM and Customer.io
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Customer.io will be your first step. To do this, click "Choose an app," find Agile CRM or Customer.io, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Customer.io Node
Next, click the plus (+) icon on the Agile CRM node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Agile CRM
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Agile CRM and Customer.io Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Customer.io, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and Customer.io integration works as expected. Depending on your setup, data should flow between Agile CRM and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Customer.io + Slack: When a new contact is created in Agile CRM, the contact is added or updated in Customer.io for marketing automation. A notification is then sent to a designated Slack channel to alert the sales team.
Customer.io + Agile CRM + Google Sheets: When a customer event is tracked in Customer.io, a contact is updated in Agile CRM with relevant information, and a new row is added to a Google Sheet to track campaign performance.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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How can I connect my Agile CRM account to Customer.io using Latenode?
To connect your Agile CRM account to Customer.io on Latenode, follow these steps:
Can I sync new Agile CRM contacts to Customer.io?
Yes, you can! Latenode allows real-time contact syncing. Benefit from automated data transfer, ensuring consistent contact data across both platforms instantly.
What types of tasks can I perform by integrating Agile CRM with Customer.io?
Integrating Agile CRM with Customer.io allows you to perform various tasks, including:
How secure is my Agile CRM data when using Latenode?
Latenode uses secure encryption and authentication protocols, safeguarding your Agile CRM and Customer.io data during all integration processes.
Are there any limitations to the Agile CRM and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: