Customer.io + Salesforce
Create events in Customer.io from new records in Salesforce for streamlined management
Streamline your workflow by connecting Salesforce to Customer.io. When a new record appears in your Salesforce application, an event will be instantly created in Customer.io. This automated process not only saves you time and effort, but also ensures a seamless data flow between your sales and marketing apps.
Streamline your workflow by connecting Salesforce to Customer.io. When a new record appears in your Salesforce application, an event will be instantly created in Customer.io. This automated process not only saves you time and effort, but also ensures a seamless data flow between your sales and marketing apps.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Event
Creates an event.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
