Customer.io and Fireflies.ai Integration

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Automatically trigger personalized Customer.io campaigns based on insights extracted from Fireflies.ai meeting transcripts. Latenode’s visual editor and affordable execution pricing make this powerful automation accessible and scalable for any team.

Customer.io + Fireflies.ai integration

Connect Customer.io and Fireflies.ai in minutes with Latenode.

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Customer.io

Fireflies.ai

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Fireflies.ai

Create a New Scenario to Connect Customer.io and Fireflies.ai

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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Fireflies.ai will be your first step. To do this, click "Choose an app," find Customer.io or Fireflies.ai, and select the appropriate trigger to start the scenario.

Add the Customer.io Node

Select the Customer.io node from the app selection panel on the right.

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Customer.io

Configure the Customer.io

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

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Customer.io

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Connect Customer.io

Sign In

Run node once

Add the Fireflies.ai Node

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

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Customer.io

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Fireflies.ai

Authenticate Fireflies.ai

Now, click the Fireflies.ai node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fireflies.ai settings. Authentication allows you to use Fireflies.ai through Latenode.

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Customer.io

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Fireflies.ai

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Connect Fireflies.ai

Sign In

Run node once

Configure the Customer.io and Fireflies.ai 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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Customer.io

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Fireflies.ai

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Fireflies.ai Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Customer.io and Fireflies.ai 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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JavaScript

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AI Anthropic Claude 3

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Fireflies.ai

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Trigger on Webhook

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Customer.io

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Webhook response

Save and Activate the Scenario

After configuring Customer.io, Fireflies.ai, 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 Customer.io and Fireflies.ai integration works as expected. Depending on your setup, data should flow between Customer.io and Fireflies.ai (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Customer.io and Fireflies.ai

Fireflies.ai + Slack + Customer.io: When a new transcript is available in Fireflies.ai, extract the transcript text and send key action items to a dedicated Slack channel for the Customer.io team. Subsequently, update customer profiles in Customer.io based on these action items.

Fireflies.ai + Customer.io + Google Sheets: Retrieve call data from Fireflies.ai and combine it with customer information from Customer.io. Then, log both sets of data into a Google Sheet for analysis and reporting.

Customer.io and Fireflies.ai integration alternatives

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.

Related categories

About Fireflies.ai

Automate meeting summaries with Fireflies.ai in Latenode. Capture transcriptions, extract action items, and push data to your CRM or project management tools. Build custom workflows to analyze call trends or automate follow-ups. Latenode adds flexible data routing and no-code logic to your AI-powered meeting intelligence.

See how Latenode works

FAQ Customer.io and Fireflies.ai

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

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

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

Can I tag Customer.io users based on Fireflies.ai call transcripts?

Yes, you can! Latenode allows you to parse call transcripts and automatically update user profiles in Customer.io, personalizing campaigns based on spoken interests.

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

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

  • Automatically adding new leads from Fireflies.ai to Customer.io.
  • Triggering email campaigns based on keywords mentioned in calls.
  • Updating Customer.io user attributes with data from call summaries.
  • Creating follow-up tasks in Customer.io after important client meetings.
  • Segmenting users based on topics discussed in sales calls.

Can I enrich Customer.io profiles using Fireflies.ai data?

Yes, Latenode lets you enrich Customer.io profiles. Extract key insights from Fireflies.ai call summaries and update user attributes automatically.

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

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

  • Complex transcript parsing may require custom JavaScript coding.
  • Real-time call data synchronization depends on API availability.
  • Data volume from Fireflies.ai could impact workflow execution speed.

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