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SMMware
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SMMware
1. Choose trigger event
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Customer.io
Customer.io logo
Customer.io
2. Choose action
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1. Select the event
Setup
Test
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SMMware
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Associate" from SMMware.

Add your action

An action happens after the trigger—such as "Create or Update a Person" in Customer.io.

You’re connected!

Zapier seamlessly connects SMMware and Customer.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Trigger Label
      Required
    Trigger
    Instant
    Try It
    • Trigger Label
      Required
    Trigger
    Instant
    Try It
    • Trigger Label
      Required
    Trigger
    Instant
    Try It
    • First Name
      Required
    • Salutation
    • Last Name
      Required
    • Salutation for the client's spouse
    • Spouse First name
    • Spouse Last Name
    • Telephone 1
    • Telephone Description 1
    • Telephone 2
    • Telephone Description 2
    • Email
    • Act As Reference
    • Referred By: Category
    • Referred By: Company
    • Referred By: Person
    • Client Custom Field #1
    • Client Custom Field #2
    • Client Custom Field #3
    • Client Custom Field #4
    • Client Custom Field #5
    • Client Custom Field #6
    • Client Custom Field #7
    • Client Custom Field #8
    • Client Custom Field #9
    • Client Custom Field #10
    • Client Custom Field #11
    • Client Custom Field #12
    • Client Notes
    • Address Title
    • Address, Line 1
    • Address, Line 2
    • City
    • State
    • Zip
    • Country
    • Create Sales Lead?
    • Sales Lead - Total Hours
    • Sales Lead - Total Amount
    • Sales Lead - Job Begin Date
    • Sales Lead - Job End Date
    • Sales Lead - Color ID
    • Sales Lead - Hourly Rate
    • Sales Lead - Description
    • Sales Lead - Move Out Date
    • Sales Lead - Move In Date
    • Sales Lead - Customer Decision Date
    • Sales Lead - Date Last Submitted
    • Sales Lead - Date Last Closed
    • Sales Lead - Move To Address Title
    • Sales Lead - Move To Address - Street Address
    • Sales Lead - Move To Address - Apartment or suite number
    • Sales Lead - Move to City
    • Sales Lead - Move To Address - State
    • Sales Lead - Move To Address - Zip code or Province
    • Sales Lead - Move To Address - Country
    • Sales Lead - Note for the Status Board
    • Sales Lead - Label ID for the Statusboard
    • Sales Lead - Client Fee Model
    • Sales Lead - Optional Field 1
    • Sales Lead - Optional Field 2
    • Sales Lead - Optional Field 3
    • Sales Lead - Optional Field 4
    • Sales Lead - Optional Field 5
    • Sales Lead - Optional Field 6
    • Sales Lead - Optional Field 7
    • Sales Lead - Optional Field 8
    • Sales Lead - Optional Field 9
    • Sales Lead - Optional Field 10
    • Sales Lead - Optional Field 11
    • Sales Lead - Optional Field 12
    • Sales Lead - Optional Field 13
    • Sales Lead - Optional Field 14
    • Sales Lead - Optional Field 15
    • Sales Lead - Optional Field 16
    • Sales Lead - Optional Field 17
    • Sales Lead - Optional Field 18
    • Sales Lead - Optional Field 19
    • Sales Lead - Optional Field 20
    • Sales Lead - Optional Field 21
    • Sales Lead - Optional Field 22
    • Sales Lead - Optional Field 23
    • Sales Lead - Optional Field 24
    • Sales Lead - Optional Field 25
    • Sales Lead - Optional Field 26
    • Sales Lead - Optional Field 27
    • Sales Lead - Optional Field 28
    Action
    Write
    • The level of data to send
      Required
    • Trigger Label
      Required
    Trigger
    Instant
    Try It
    • Trigger Label
      Required
    Trigger
    Instant
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Title
    • First Service Date
      Required
    • Hire Date
    • Reminders Via
    • Optional Field 1
    • Optional Field 2
    • Optional Field 3
    • Optional Field 4
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Email
    • Telephone 1
    • Telephone Description 1
    • Telephone 2
    • Telephone Description 2
    Action
    Write
    • First Name
      Required
    • Last Name
    • Title
    • Act as a Client Representative
    • Referrer
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Telephone 1
    • Telephone Description 1
    • Telephone 2
    • Telephone Description 2
    • Email
    • Courtesy
    • Website
    • Detail
    • Date Last Contacted
    Action
    Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SMMware and Customer.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Customer.io on the Zapier blog

Make work flow with AI

Level up your SMMware to Customer.io integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About SMMware
SMMware helps small to medium businesses with part time employees, with scheduling plus time entry, invoicing, tasks, files and more.
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Related categories
Time Tracking Software
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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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