Customer.io + Salesforce

Update records in Salesforce and automatically create or update people in Customer.io

Keep your Customer.io contacts seamlessly updated with this integration that links Salesforce and Customer.io. Whenever a record is refreshed in Salesforce, it triggers the creation or update of a person in Customer.io. This workflow ensures your contact data is always current and reduces manual data entry efforts. Perfect for businesses that need to maintain robust and up-to-date customer information.

Keep your Customer.io contacts seamlessly updated with this integration that links Salesforce and Customer.io. Whenever a record is refreshed in Salesforce, it triggers the creation or update of a person in Customer.io. This workflow ensures your contact data is always current and reduces manual data entry efforts. Perfect for businesses that need to maintain robust and up-to-date customer information.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    Customer.ioCustomer.io
    Create or Update a Person

    Creates a new person. If the person already exists, it will be updated.

    ActionWrite
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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
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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

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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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