ConvertKit and Customer.io Integration

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Sync ConvertKit subscribers to Customer.io for targeted campaigns. Latenode’s visual editor makes complex segmentation easy, adding custom logic with JavaScript for personalized customer journeys and affordable scaling.

ConvertKit + Customer.io integration

Connect ConvertKit and Customer.io in minutes with Latenode.

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Swap Apps

ConvertKit

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertKit and Customer.io

Create a New Scenario to Connect ConvertKit and Customer.io

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Customer.io will be your first step. To do this, click "Choose an app," find ConvertKit or Customer.io, and select the appropriate trigger to start the scenario.

Add the ConvertKit Node

Select the ConvertKit node from the app selection panel on the right.

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ConvertKit

Configure the ConvertKit

Click on the ConvertKit node to configure it. You can modify the ConvertKit URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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ConvertKit

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Connect ConvertKit

Sign In

Run node once

Add the Customer.io Node

Next, click the plus (+) icon on the ConvertKit node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.

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ConvertKit

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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.

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ConvertKit

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Customer.io

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Connection *

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Connect Customer.io

Sign In

Run node once

Configure the ConvertKit 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.

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ConvertKit

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Customer.io

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Customer.io Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the ConvertKit and Customer.io Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Customer.io

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring ConvertKit, Customer.io, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the ConvertKit and Customer.io integration works as expected. Depending on your setup, data should flow between ConvertKit and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ConvertKit and Customer.io

ConvertKit + Customer.io + Calendly: When a new subscriber is added to ConvertKit, their information is used to create or update a profile in Customer.io. Then, a Calendly scheduling link is provided to the new subscriber, encouraging them to book a welcome call.

Customer.io + ConvertKit + Slack: When a user reaches a specific stage in Customer.io, their segment in ConvertKit is updated by adding a tag. Subsequently, a notification is sent to the sales team in Slack to alert them of the customer's progress.

ConvertKit and Customer.io integration alternatives

About ConvertKit

Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.

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.

See how Latenode works

FAQ ConvertKit and Customer.io

How can I connect my ConvertKit account to Customer.io using Latenode?

To connect your ConvertKit account to Customer.io on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertKit and click on "Connect".
  • Authenticate your ConvertKit and Customer.io accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Customer.io emails from new ConvertKit subscribers?

Yes, you can! Latenode lets you trigger Customer.io emails whenever someone subscribes in ConvertKit. Use our visual editor and AI blocks to personalize each message.

What types of tasks can I perform by integrating ConvertKit with Customer.io?

Integrating ConvertKit with Customer.io allows you to perform various tasks, including:

  • Sync new ConvertKit subscribers to Customer.io as new users.
  • Update Customer.io attributes based on ConvertKit tag changes.
  • Trigger ConvertKit sequences from Customer.io event triggers.
  • Segment ConvertKit subscribers based on Customer.io data.
  • Create personalized welcome flows across both platforms.

How does Latenode handle ConvertKit API rate limits?

Latenode includes built-in rate limiting and error handling to manage ConvertKit API requests efficiently, preventing workflow disruptions and data loss.

Are there any limitations to the ConvertKit and Customer.io integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration requires custom scripting or batch processing.
  • Complex data transformations may necessitate JavaScript code blocks.
  • Real-time sync depends on the API capabilities of both platforms.

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