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.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- 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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