Customer.io + Salesforce
Update Salesforce records and create or adjust persons in Customer.io
Keep your Customer.io records swiftly updated with this handy automation. Whenever a record gets updated in Salesforce, corresponding details in the Customer.io will get adjusted swiftly. This workflow ensures data consistency across platforms, thereby enhancing your customer engagement and marketing efforts.
Keep your Customer.io records swiftly updated with this handy automation. Whenever a record gets updated in Salesforce, corresponding details in the Customer.io will get adjusted swiftly. This workflow ensures data consistency across platforms, thereby enhancing your customer engagement and marketing efforts.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create or Update a Person
Creates a new person. If the person already exists, it will be updated.
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