OpenPhone and Customer.io Integration

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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.

OpenPhone + Customer.io integration

Connect OpenPhone and Customer.io in minutes with Latenode.

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Swap Apps

OpenPhone

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OpenPhone and Customer.io

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.

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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.

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Connect OpenPhone

Sign In

Run node once

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.

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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.

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Connect Customer.io

Sign In

Run node once

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.

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Customer.io Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the OpenPhone 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 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.

Most powerful ways to connect OpenPhone and Customer.io

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.

OpenPhone and Customer.io integration alternatives

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.

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 OpenPhone and Customer.io

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:

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

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:

  • Automatically adding new OpenPhone contacts to Customer.io.
  • Triggering Customer.io campaigns from OpenPhone call events.
  • Updating Customer.io profiles with OpenPhone call summaries.
  • Sending SMS via OpenPhone when Customer.io segments are updated.
  • Logging OpenPhone activity as events in Customer.io for reporting.

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:

  • Complex data transformations may require JavaScript knowledge.
  • Rate limits from OpenPhone and Customer.io still apply.
  • Real-time synchronization depends on the APIs of both platforms.

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