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Sync Customer.io segments with OpenPhone to trigger personalized calls and SMS. Latenode's visual editor makes complex workflows easy, and affordable pricing lets you scale customer engagement without breaking the bank, unlocking powerful, automated outreach.
Connect Customer.io and OpenPhone in minutes with Latenode.
Create Customer.io to OpenPhone workflow
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Create a New Scenario to Connect Customer.io and OpenPhone
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 OpenPhone will be your first step. To do this, click "Choose an app," find Customer.io or OpenPhone, 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 OpenPhone Node
Next, click the plus (+) icon on the Customer.io node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Customer.io
โ
OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Customer.io and OpenPhone 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 OpenPhone 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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OpenPhone
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, OpenPhone, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Customer.io and OpenPhone integration works as expected. Depending on your setup, data should flow between Customer.io and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Customer.io + OpenPhone + Slack: When a new message is received in OpenPhone from a Customer.io contact, a notification is sent to a designated Slack channel to alert the sales team about a potential new lead.
OpenPhone + Customer.io + Google Sheets: Whenever a new call or text is received in OpenPhone from a contact that exists in Customer.io, log the details of that interaction (call summary/transcript or message content) in a Google Sheet for analysis and tracking.
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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my Customer.io account to OpenPhone using Latenode?
To connect your Customer.io account to OpenPhone on Latenode, follow these steps:
Can I trigger SMS messages from Customer.io segment updates?
Yes, you can! Latenode allows triggering OpenPhone SMS when a Customer.io segment is updated, ensuring timely and personalized communication. Automate follow-ups without code.
What types of tasks can I perform by integrating Customer.io with OpenPhone?
Integrating Customer.io with OpenPhone allows you to perform various tasks, including:
How does Latenode handle data syncing between Customer.io and OpenPhone?
Latenode offers real-time data synchronization, ensuring data in Customer.io and OpenPhone remains consistent. Custom mappings and error handling are also available.
Are there any limitations to the Customer.io and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: