Customer.io + Salesforce
Update and manage people in Customer.io when records are updated in Salesforce
Stay on top of your customer relationships directly from Salesforce to Customer.io. With this workflow, whenever there's an update to a customer's record in Salesforce, it immediately creates or updates a person's profile in Customer.io. This ensures you have the latest customer data available in your marketing platform, providing seamless transitions and up-to-date information. Simplify your customer data management with this Salesforce to Customer.io workflow.
Stay on top of your customer relationships directly from Salesforce to Customer.io. With this workflow, whenever there's an update to a customer's record in Salesforce, it immediately creates or updates a person's profile in Customer.io. This ensures you have the latest customer data available in your marketing platform, providing seamless transitions and up-to-date information. Simplify your customer data management with this Salesforce to Customer.io workflow.
- 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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