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Automatically add new Gravity Forms submissions to Customer.io for personalized marketing. Latenode's visual editor and affordable pricing make advanced lead nurturing easier than ever, without the need for extensive coding.
Connect Customer.io and Gravity Forms in minutes with Latenode.
Create Customer.io to Gravity Forms workflow
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Customer.io
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Create a New Scenario to Connect Customer.io and Gravity Forms
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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Gravity Forms will be your first step. To do this, click "Choose an app," find Customer.io or Gravity Forms, 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.
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.
Add the Gravity Forms Node
Next, click the plus (+) icon on the Customer.io node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.
Customer.io
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Gravity Forms
Authenticate Gravity Forms
Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.
Configure the Customer.io and Gravity Forms 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 Customer.io and Gravity Forms 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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Gravity Forms
Trigger on Webhook
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Customer.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Customer.io, Gravity Forms, 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 Customer.io and Gravity Forms integration works as expected. Depending on your setup, data should flow between Customer.io and Gravity Forms (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Gravity Forms + Customer.io + Slack: Upon new form submission in Gravity Forms, a new customer profile is created or updated in Customer.io. Subsequently, a message is sent to a designated Slack channel notifying the team of the new submission and the customer's information.
Gravity Forms + Customer.io + Google Sheets: When a new form is submitted via Gravity Forms, the submission data is used to create or update a customer profile in Customer.io. The form data is then appended as a new row in a Google Sheets spreadsheet for data analysis and record-keeping.
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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About Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code β all inside Latenode's visual builder.
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How can I connect my Customer.io account to Gravity Forms using Latenode?
To connect your Customer.io account to Gravity Forms on Latenode, follow these steps:
Can I segment Customer.io users based on Gravity Forms submissions?
Yes, you can! Latenode lets you build custom logic with JavaScript or AI to precisely segment users based on form data, enabling highly targeted Customer.io campaigns.
What types of tasks can I perform by integrating Customer.io with Gravity Forms?
Integrating Customer.io with Gravity Forms allows you to perform various tasks, including:
Can I use JavaScript code to transform data between the apps?
Yes, Latenode provides built-in JavaScript blocks, letting you manipulate data for advanced integrations between Customer.io and Gravity Forms.
Are there any limitations to the Customer.io and Gravity Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: