Customer.io + Salesforce + Webhooks by Zapier Integrations

How to connect Customer.io + Salesforce + Webhooks by Zapier

Zapier lets you send info between Customer.io and Salesforce and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Customer.io + Salesforce + Webhooks by Zapier

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, Salesforce, and Webhooks by Zapier. 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
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Anonymous Event NameRequired

    • Anonymous IDRequired

    • Anonymous Event Data

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

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How Customer.io + Salesforce + Webhooks by Zapier Integrations Work

  1. Step 1: Authenticate Customer.io, Salesforce, and Webhooks by Zapier.
    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.
Connect apps
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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.
Learn more

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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webhook logo
webhook logo

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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Related categories

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