Customer.io and Qwilr Integration

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Automatically generate personalized Qwilr proposals from Customer.io segments, triggered by user behavior. Latenode's visual editor and affordable execution pricing make scalable, custom sales automation accessible, while Javascript support ensures total control.

Customer.io + Qwilr integration

Connect Customer.io and Qwilr in minutes with Latenode.

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Swap Apps

Customer.io

Qwilr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Qwilr

Create a New Scenario to Connect Customer.io and Qwilr

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 Qwilr will be your first step. To do this, click "Choose an app," find Customer.io or Qwilr, 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 Qwilr Node

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

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Customer.io

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Qwilr

Authenticate Qwilr

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

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Customer.io

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Qwilr

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Run node once

Configure the Customer.io and Qwilr 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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Qwilr 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 Qwilr 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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Qwilr

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Save and Activate the Scenario

After configuring Customer.io, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Customer.io and Qwilr (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 Qwilr

Customer.io + Qwilr + Slack: When a new person signs up in Customer.io, a proposal is automatically created in Qwilr using a pre-defined template. A notification is then sent to a designated Slack channel to alert the team about the new proposal.

Qwilr + Customer.io + Pipedrive: When a proposal in Qwilr is accepted, the corresponding customer's record in Customer.io is updated, and a new deal is created in Pipedrive to track the potential sale.

Customer.io and Qwilr 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 Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

See how Latenode works

FAQ Customer.io and Qwilr

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

To connect your Customer.io account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate personalized proposal creation after specific Customer.io events?

Yes, you can! Latenode's visual editor and advanced logic let you trigger Qwilr proposal creation based on Customer.io events, streamlining your sales cycle and ensuring prompt, relevant engagement.

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

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

  • Automatically create a Qwilr proposal when a Customer.io segment is updated.
  • Update Customer.io profiles when a Qwilr proposal is accepted.
  • Send personalized Qwilr proposals based on Customer.io event triggers.
  • Track proposal views in Customer.io for better lead scoring.
  • Generate sales reports combining data from both Customer.io and Qwilr.

How do I handle errors when Customer.io sends data to Qwilr?

Latenode provides built-in error handling and logging. You can configure alerts and retry mechanisms to ensure reliable data flow and minimize disruptions.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits of Customer.io and Qwilr APIs still apply.
  • Real-time synchronization depends on API availability.

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