Customer.io and OpenPhone Integration

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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.

Customer.io + OpenPhone integration

Connect Customer.io and OpenPhone in minutes with Latenode.

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Swap Apps

Customer.io

OpenPhone

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and OpenPhone

Create a New Scenario to Connect Customer.io and OpenPhone

In the workspace, click the โ€œCreate 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.

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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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Connect Customer.io

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Run node once

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.

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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.

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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.

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Set Up the Customer.io and OpenPhone 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 donโ€™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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Save and Activate the Scenario

After configuring Customer.io, OpenPhone, and any additional nodes, donโ€™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 โ€œRun 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.

Most powerful ways to connect Customer.io and OpenPhone

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.

Customer.io and OpenPhone 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 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.

See how Latenode works

FAQ Customer.io and OpenPhone

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:

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

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:

  • Send SMS messages via OpenPhone when a Customer.io event occurs.
  • Create new OpenPhone contacts from Customer.io user data.
  • Update Customer.io user attributes based on OpenPhone call activity.
  • Log OpenPhone call details as events in Customer.io.
  • Trigger automated phone calls for high-value Customer.io leads.

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:

  • Complex data transformations might require JavaScript coding.
  • Rate limits of the Customer.io and OpenPhone APIs apply.
  • Historical data migration requires building a separate workflow.

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