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Customer.io + Typeform + Salesforce Integrations

How to connect Customer.io + Typeform + Salesforce

Zapier lets you send info between Customer.io and Typeform and Salesforce automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Customer.io + Typeform + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Customer.io, Typeform, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • IdRequired

    • Email Address

    • Attributes

    Action
    Write
    • IdRequired

    • Event NameRequired

    • Event Data

    Action
    Write
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • Anonymous Event NameRequired

    • Anonymous IDRequired

    • Anonymous Event Data

    Action
    Write
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

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How Customer.io + Typeform + Salesforce Integrations Work

  1. Step 1: Authenticate Customer.io, Typeform, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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 moreHelp

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About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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About Salesforce

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

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