1.Pull new contact and map fields
Integrate MobileMonkey and chat data enrichment tools to map source email to contact email and name, then capture opt-in to centralize contact details.
Create email audience contacts from incoming chat leads
Automatically monitor new contact events across MobileMonkey and Customers.ai and Customer.io. Create and update when chat contact arrives, source email maps, or opt-in indicator appearsβso you can add event audience members, merge chat attributes, and set subscription status without manual list building.
How this automation builds your email audience faster
When new chat contacts arrive without proper opt-in handling, promotions stall and lists get out of date. This automation maps chat contacts to email profiles, finds or creates contacts, and updates Customer.io audiences and subscription statusβso you can run campaigns with confidence.
Keyor swap with your favorite app
2.Find or create contact and segment
Integrate Customers.ai and identity resolution tools to look up by email, merge recent chat attributes, and flag chat leads to segment quickly.
Customers.aior swap with your favorite app
3.Add person to event audience
Integrate Customer.io and audience management tools to create or update the person, add them to the event segment, and set subscription status.
Customer.ioor swap with your favorite app
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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