Customer.io + Salesforce
Create or update people in Customer.io from new Salesforce records
Effortlessly keep your Salesforce and Customer.io contacts up-to-date with this seamless workflow. Whenever a new record is added in Salesforce, it creates or updates a person in Customer.io, ensuring your contact information stays accurate and consistent across both platforms. Save time and improve data accuracy with this simple automation.
Effortlessly keep your Salesforce and Customer.io contacts up-to-date with this seamless workflow. Whenever a new record is added in Salesforce, it creates or updates a person in Customer.io, ensuring your contact information stays accurate and consistent across both platforms. Save time and improve data accuracy with this simple automation.
- When this happens...Create or Update a Person
Creates a new person. If the person already exists, it will be updated.
- automatically do this!New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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