Customer.io + Salesforce

Create events in Customer.io for updated field records in Salesforce

Stay on top of your customer engagement by instantly creating events in Customer.io when there's an update to a record in Salesforce. This automation workflow streamlines your data flow, allowing you to effortlessly track updates and deliver personalized customer experiences. Say goodbye to manual tasks and embrace seamless connectivity between Salesforce and Customer.io.

Stay on top of your customer engagement by instantly creating events in Customer.io when there's an update to a record in Salesforce. This automation workflow streamlines your data flow, allowing you to effortlessly track updates and deliver personalized customer experiences. Say goodbye to manual tasks and embrace seamless connectivity between Salesforce and Customer.io.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerPolling
  2. automatically do this!
    Customer.ioCustomer.io
    Create Event

    Creates an event.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
customerio logo
customerio logo

About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.
Learn more

Related categories

  • Email

Similar apps

ActiveCampaign integrationsActiveCampaign integrations

ActiveCampaign

Marketing Automation
Drip integrationsDrip integrations

Drip

Drip Emails
Kit integrationsKit integrations

Kit

Drip Emails
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier