Customer.io and Salesforce Integration

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Unify marketing and sales by syncing Customer.io engagement data with Salesforce leads. Latenode's visual editor makes complex data mappings simple, while affordable execution-based pricing lets you scale your CRM automation without cost concerns.

Customer.io + Salesforce integration

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Swap Apps

Customer.io

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Customer.io and Salesforce

Create a New Scenario to Connect Customer.io and Salesforce

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

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

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Authenticate Salesforce

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

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Configure the Customer.io and Salesforce 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 Salesforce 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, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Customer.io and Salesforce (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 Salesforce

Customer.io + Salesforce + Slack: When a customer in Customer.io triggers a specific event, the automation updates the corresponding record in Salesforce and sends a notification to the sales team in Slack.

Salesforce + Google Sheets + Customer.io: When a new opportunity is created in Salesforce, the details are logged in a Google Sheet, and a personalized campaign is triggered in Customer.io to nurture the lead.

Customer.io and Salesforce 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 Salesforce

Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.

See how Latenode works

FAQ Customer.io and Salesforce

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

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

Can I sync new Customer.io contacts to Salesforce?

Yes, you can! Latenode's visual editor simplifies data synchronization. Automatically create or update Salesforce contacts whenever new profiles appear in Customer.io, ensuring consistent data across systems.

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

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

  • Creating new Salesforce leads from qualified Customer.io segments.
  • Updating Salesforce contact information based on Customer.io behavior.
  • Triggering personalized Customer.io messages from Salesforce updates.
  • Syncing Customer.io custom attributes to Salesforce custom fields.
  • Automating sales follow-ups based on Customer.io engagement scores.

How secure is my Customer.io data when using Latenode integrations?

Latenode employs robust security measures, including encryption and access controls, ensuring your Customer.io and Salesforce data is protected during integration and at rest.

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

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

  • Complex data transformations might require JavaScript code.
  • Real-time synchronization depends on API rate limits.
  • Initial setup requires understanding of both platforms' data models.

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