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Automatically add new Instantly leads to Customer.io for personalized email campaigns. Latenode's visual editor makes it easy to qualify leads with custom logic and enrich data using JavaScript before syncing, all while scaling affordably.
Connect Instantly and Customer.io in minutes with Latenode.
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Create a New Scenario to Connect Instantly and Customer.io
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Customer.io will be your first step. To do this, click "Choose an app," find Instantly or Customer.io, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Customer.io Node
Next, click the plus (+) icon on the Instantly node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Instantly
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Instantly and Customer.io 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 Instantly and Customer.io 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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Customer.io
Trigger on Webhook
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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, Customer.io, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Instantly and Customer.io integration works as expected. Depending on your setup, data should flow between Instantly and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Customer.io + Slack: When a new lead is created in Instantly, it is added or updated in Customer.io, triggering a welcome sequence. A notification is then sent to a designated Slack channel to alert the team.
Customer.io + Instantly + Google Sheets: When an event is tracked in Customer.io, the corresponding lead information in Instantly is updated. Subsequently, the event and updated lead data are logged in a Google Sheets spreadsheet for record-keeping and analysis.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β all without per-step pricing limits.
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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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How can I connect my Instantly account to Customer.io using Latenode?
To connect your Instantly account to Customer.io on Latenode, follow these steps:
Can I automatically update Customer.io profiles from Instantly data?
Yes, you can! Latenode lets you map Instantly data to Customer.io profiles, ensuring your customer data is always up-to-date. Benefit from real-time personalization and improved segmentation.
What types of tasks can I perform by integrating Instantly with Customer.io?
Integrating Instantly with Customer.io allows you to perform various tasks, including:
Can I use JavaScript to transform data between Instantly and Customer.io?
Yes! Latenode provides JavaScript blocks for custom data transformations, enabling you to tailor data flows precisely to your needs for advanced automation.
Are there any limitations to the Instantly and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: