Instantly and Customer.io Integration

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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.

Instantly + Customer.io integration

Connect Instantly and Customer.io in minutes with Latenode.

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Automate your workflow

Swap Apps

Instantly

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Instantly and Customer.io

Create a New Scenario to Connect Instantly and Customer.io

In the workspace, click the β€œCreate 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 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.

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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.

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Connect Instantly

Sign In
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Run node once

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.

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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.

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Run node once

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.

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Connect Customer.io

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Select an action *

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The action ID

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Run node once

Set Up the Instantly and Customer.io 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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Save and Activate the Scenario

After configuring Instantly, Customer.io, 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 β€œRun once” 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.

Most powerful ways to connect Instantly and Customer.io

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.

Instantly and Customer.io integration alternatives

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.

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.

See how Latenode works

FAQ Instantly and Customer.io

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:

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

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:

  • Add new leads from Instantly to Customer.io as new users.
  • Update user attributes in Customer.io based on Instantly campaign data.
  • Trigger personalized email sequences in Customer.io from Instantly campaign triggers.
  • Segment Customer.io users based on Instantly engagement metrics.
  • Create custom reports combining data from both Instantly and Customer.io.

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:

  • Rate limits of the Instantly and Customer.io APIs apply.
  • Complex data transformations might require custom JavaScript coding.
  • Historical data migration requires separate manual import.

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