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Set up your first integration
Quickly connect HubSpot to Customer.io with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Customer.io - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create or Update a Person" in Customer.io.
You’re connected!
Zapier seamlessly connects HubSpot and Customer.io, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Customer.io
Create profiles for new contacts in Customer.io
When a new contact is added in HubSpot, Zapier automatically creates or updates the person's profile in Customer.io. This enables better customer segmentation and lets you execute more precise targeting campaigns, improving conversion rates.
Business OwnerTag updated contacts in Customer.io
When a contact is updated in HubSpot, Zapier will automatically tag the contact in Customer.io. This automation ensures every engagement reflects updated data, helping the marketing team craft personalized campaigns and boosting engagement rates.
Marketing & Marketing OpsTrigger customized sales emails via Customer.io
When a new deal is created in HubSpot, Zapier automatically triggers a customized email from Customer.io to the key contact. This lets your team nurture leads more effectively and ensures quicker touchpoints, potentially increasing deal closure rates.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Learn how to automate Customer.io on the Zapier blog
Frequently Asked Questions about HubSpot + Customer.io integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Customer.io
What are the basic steps to integrate HubSpot with Customer.io?
To integrate HubSpot with Customer.io, begin by setting up triggers in HubSpot such as new contact creation or lifecycle stage updates. These will initiate actions in Customer.io, like sending a campaign or updating customer profiles. Ensure you authenticate both applications within our platform for seamless data flow.
Can I use custom properties from HubSpot as triggers in Customer.io campaigns?
Yes, you can utilize custom properties from HubSpot as triggers for specific actions in Customer.io campaigns. Make sure those properties are mapped appropriately when setting up your triggers so they sync effectively between both platforms.
Is it possible to update contacts automatically in Customer.io based on changes in HubSpot?
Absolutely! You can set up automation where any updates to contact information in HubSpot will reflect immediately in Customer.io through predefined actions and syncing rules.
How do we manage duplicate contacts when integrating these two platforms?
We handle duplicate contacts by using unique identifiers such as email addresses or custom IDs. When setting up the integration, configure these identifiers to ensure that each contact is unique across both platforms, thus avoiding duplication issues.
Are there any limitations on the types of data that can be synced between HubSpot and Customer.io?
While most standard fields and some custom fields can be synced between HubSpot and Customer.io, there might be restrictions on highly customized data types depending on field compatibility. Check our detailed documentation for specific limitations.
What happens if a sync operation fails during integration?
If a sync operation fails, our system logs the error and provides detailed insights into what caused the failure. You'll receive notifications about any issues so you can troubleshoot them promptly.
How often does data sync occur between HubSpot and Customer.io using this integration?
Data synchronization frequency depends on how triggers are configured within your integration setup. Real-time syncing occurs with certain trigger events, while periodic syncing may depend on scheduled times you've set.
