Using Customer.io’s global variables – called snippets – and our app API, you can create a workflow that automatically routes new leads to the next account executive on your list.

For many businesses, Customer.io is a mission critical part of infrastructure. With the ongoing covid-19 (coronavirus) pandemic, I want to reassure you about our resiliency. We’re confident that service from Customer.io will continue unaffected. Here’s what you might want to know: Globally distributed. Our team…

February was an eventful month. JLo and Shakira had a memorable Super Bowl Halftime Show, Punxsutawney Phil predicted an early spring, and we shipped a much-anticipated feature, Snippets. Read on to learn what else is new this month. What’s New? SnippetsYou can now create reusable content Snippets and insert them…

Depending on the emails you’re sending or systems you are integrating with, you frequently have a value but need to find the id (or vice versa) from a static list. With Customer.io’s Snippets, you can use Liquid Logic to lookup a list of ids and their corresponding values. For this example, we’re going to demonstrate…

Intercom is a popular live chat tool that lets your users talk in real-time to a customer support representative – frequently, companies will also use Intercom for in-app notifications. Using Intercom’s API and Customer.io’s Webhook Action, you can trigger automated messages to specific users through the Intercom live c…

The most satisfying part of my role as a Product Designer is when we release something that helps our customers become heroes at their jobs. When I help reveal or amplify people’s superpowers, I feel connected to the meaning of my work. There are lots of ways to do that through new features, better reliability, i…

While we’re still trying to remember to write 2020 instead of 2019, read on to learn what new features we shipped in January. What’s New? Add Event Conditions to True/False BranchesIn the visual workflow builder, we added another way for you to further customize your messages. You can add event conditions based o…

This year flew by, didn’t it? Looking back at 2019, we’re proud of the work we did to continue making Customer.io the best marketing automation platform for you. We started the year by analyzing the cornerstone of our user experience, which lead to refreshing our entire interface. This gave us the foundation to reinv…

If you’ve integrated Customer.io with multiple data sources, you might run into the case where multiple profiles share one email address. While there is no way to merge or alias profiles in Customer.io – this article will show you how to: Automatically check if another profile exists with the same email address.Mark …

Salesforce is a popular tool that sales teams use to manage customer relationships. Frequently, there is a need to sync information between Salesforce and Customer.io – that way, sales teams, and marketing teams can benefit from a complete view of their users. In this guide, you will learn how to authenticate into Sales…