Customer.io and Gravity Forms Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

Customer.io + Gravity Forms integration

Connect Customer.io and Gravity Forms in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

Customer.io

Gravity Forms

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect Customer.io and Gravity Forms

Create a New Scenario to Connect Customer.io and Gravity Forms

In the workspace, click the β€œCreate 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 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.

+
1

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.

+
1

Customer.io

Node type

#1 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Sign In
⏡

Run node once

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.

1

Customer.io

βš™

+
2

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.

1

Customer.io

βš™

+
2

Gravity Forms

Node type

#2 Gravity Forms

/

Name

Untitled

Connection *

Select

Map

Connect Gravity Forms

Sign In
⏡

Run node once

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.

1

Customer.io

βš™

+
2

Gravity Forms

Node type

#2 Gravity Forms

/

Name

Untitled

Connection *

Select

Map

Connect Gravity Forms

Gravity Forms Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the Customer.io and Gravity Forms 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.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Gravity Forms

1

Trigger on Webhook

βš™

2

Customer.io

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring Customer.io, Gravity Forms, 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 β€œRun once” 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.

Most powerful ways to connect Customer.io and Gravity Forms

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.

Customer.io and Gravity Forms 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.

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.

See how Latenode works

FAQ Customer.io and Gravity Forms

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:

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

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:

  • Add new Gravity Forms submissions as Customer.io people.
  • Update Customer.io user profiles with Gravity Forms data.
  • Trigger Customer.io campaigns upon form submission.
  • Create segments in Customer.io based on form responses.
  • Send personalized emails via Customer.io after a form is filled.

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:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time data synchronization depends on API rate limits.
  • Handling large file uploads through forms may affect performance.

Try now