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Pipedrive logoPipedrive logo
Customer.io logoCustomer.io logo
Pipedrive logoPipedrive logo

Customer.io + Pipedrive

Customer.io + Pipedrive

Customer.io + Pipedrive integrations

Filter and manage new Pipedrive deals by creating or updating people in Customer.io

Whenever a new deal passes your specified filter criteria in Pipedrive, this workflow ensures your Customer.io is promptly updated, creating or updating a person as needed. Streamline and simplify your customer management by reducing manual entry and potential errors, thereby maintaining accurate, up-to-date customer details. Utilize this seamless integration to help drive effective marketing strategies and better customer interactions.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create or Update a Person
    Create or Update a Person
    Create or Update a PersonCreates a new person. If the person already exists, it will be updated.
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More things you can do with Pipedrive and Customer.io

Discover other triggers and actions you can use with Pipedrive and Customer.io

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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