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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.).

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

    Creates an event.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    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
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
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  • Marketing Automation

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About Salesforce

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

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