Prepare your data by ensuring Pipeline contains all essential information such as first name, last name, email, and phone number
Obtain the API URL and key from Customer.io
Configure Customer.io API connection
Configure integration by setting up criteria to send data to Customer.io
Automatically Send People Data
Send your Pipeline contacts directly to Customer.io. Simply select the criteria and the data syncs automatically.
Automate Campaigns
Use the data in Customer.io to create automated email campaigns, segment users and personalize messages
Optimize Campaign Performance
Monitor the performance of your campaigns in Customer.io and use its analytics to optimize your marketing strategies.
How does the Customer.io CRM Integration Work?
Set up your own criteria that defines when a person’s data should be transferred from Pipeline to Customer.io. We support most of the People’s data points, which allows you to manage the logic of data transfer.
Automatically send People records data (first name, last name, email, phone number, etc.) from Pipeline CRM to Customer.io.
Use person tags. When a person’s tag is updated to include “customer.io” that person’s information will be pushed to Customer.io.
Once the data is available in the Customer.io, any changes in the Pipeline CRM will be reflected in the Customer.io, as well.
Now you have the Pipeline CRM people data in the Customer.io, you can automate, monitor and optimize email campaign performance.
