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Frequently Asked Questions about Apollo + Customer.io integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Customer.io
How do I set up an integration between Apollo and Customer.io?
To integrate Apollo with Customer.io, go to our integrations page within the Apollo app, select Customer.io from the list, and follow the prompts to connect your accounts. You will need API keys from both services, which can be generated within your account settings of each platform. Once connected, you can start configuring triggers and actions.
What triggers can I use with the Apollo and Customer.io integration?
Our integration supports a variety of triggers such as new contact creation in Apollo or changes in lead status. These events can automatically initiate actions in Customer.io like sending emails or updating customer profiles.
What actions are available after setting a trigger in Apollo for Customer.io?
When a trigger event occurs in Apollo, you can perform several actions in Customer.io such as adding contacts to specific segments, sending targeted email campaigns, or updating existing customer attributes.
Can I map custom fields between Apollo and Customer.io?
Yes, custom fields from Apollo can be mapped to corresponding fields in Customer.io. During the integration setup process, you will have the option to align these fields as needed for seamless data transfer.
How do I troubleshoot if my data isn't syncing as expected between Apollo and Customer.io?
First, verify that your API keys are still valid and that there are no connectivity issues. Check if there were recent changes to custom field mappings that might affect synchronization. We also recommend reviewing the logs for any errors or warnings that may provide more context on what might be wrong.
Is real-time data syncing possible with this integration?
Yes, our integration supports real-time syncing for several types of data like new lead entries or updates on existing client information to ensure that both platforms reflect current information without delay.
What should I do if I want to stop a specific action from being triggered during an ongoing campaign?
If you wish to halt a specific action during a campaign, navigate to your integrations settings within Apollo and update the rule set triggering those actions. You might need to disable certain trigger conditions or adjust how they are linked with actions in Customer.io.
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.