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Sync OpenPhone calls and texts to Customer.io to enrich customer profiles, trigger personalized campaigns, and track engagement. Latenode’s visual editor and affordable pay-by-execution pricing make building scalable automations easier than ever, with no rigid tiers and full JavaScript support for edge cases.
Connect OpenPhone and Customer.io in minutes with Latenode.
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Create a New Scenario to Connect OpenPhone and Customer.io
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 OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Customer.io will be your first step. To do this, click "Choose an app," find OpenPhone or Customer.io, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone 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 OpenPhone node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
OpenPhone
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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 OpenPhone 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 OpenPhone 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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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, 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 “Run once” and triggering an event to check if the OpenPhone and Customer.io integration works as expected. Depending on your setup, data should flow between OpenPhone and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Customer.io + Slack: When a call is missed in OpenPhone, the automation adds the caller to a specific segment in Customer.io and sends a direct message to a sales representative in Slack to follow up.
Customer.io + OpenPhone + Google Sheets: When a customer event is tracked in Customer.io, the automation updates the customer information in OpenPhone and logs the interaction details in a Google Sheet for record-keeping and analysis.
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.
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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 OpenPhone account to Customer.io using Latenode?
To connect your OpenPhone account to Customer.io on Latenode, follow these steps:
Can I trigger personalized Customer.io messages from OpenPhone activity?
Yes, you can! With Latenode, trigger Customer.io messages based on OpenPhone calls or texts. Use our visual editor and add custom logic for deeply personalized customer journeys.
What types of tasks can I perform by integrating OpenPhone with Customer.io?
Integrating OpenPhone with Customer.io allows you to perform various tasks, including:
Can I use JavaScript functions to transform data between OpenPhone and Customer.io?
Yes, Latenode lets you use JavaScript to format data, calculate values, and create custom logic between OpenPhone and Customer.io. Our low-code platform provides full control.
Are there any limitations to the OpenPhone and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: