New Integration: Use Customer.io to Automate Your Customer Lifecycle Messages

Matt Lukso
Matt Lukso / November 28, 2017

The right message delivered at the right time can make the difference between a new sale and a missed opportunity. Customer.io is a multi-channel customer engagement platform designed for web and mobile apps. You can use the app to manage, send, and track the performance of automated emails, SMS messages, and push notifications to your current and potential customers. Instead of relying solely on demographic data to identify leads, Customer.io collects user behavior from your app and allows you to better segment your outreach. That way, you can customize messaging based on what users do––or don't do––in your app.

Now you can connect Customer.io to any of Zapier's 750+ apps to pull leads or contacts from other sources, like surveys or online forms, to further grow your list. Plus, you can log “events” from activity in other apps to track prospect activity. For example, you can log events when leads submit support tickets or track a lead’s progress through an acquisition funnel in your CRM. No matter how you want to grow and manage your outreach, the Zapier and Customer.io integration can help.

How Customer.io Works with Zapier

Actions

  • Create or Update Customer: Creates a new customer. If the customer already exists, it will be updated.
  • Create Event: Creates an event.

Automation Inspiration

Get started with these sample Zaps:

Keep Your Contacts Up-to-Date

Manage and Track Leads From Other Tools

How To Automate Customer.io With Zapier

  1. Sign up for a Customer.io account, and make sure you have a Zapier account

  2. Try some pre-made Customer.io integrations and learn more about how Customer.io works with Zapier

  3. Check out our Customer.io help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with Customer.io and Zapier