Migrating from Marketo 
to Customer.io 

Switching marketing automation platforms is no small feat—but it’s also a chance to build a more agile, data-driven foundation for your marketing strategy. Whether you’re still evaluating options or already planning your migration from Marketo to Customer.io, this guide walks you through every step of the process with clarity and confidence.

Inside, you’ll learn how to:

• Build a smart migration plan and align cross-functional teams
• Clean and restructure your data for maximum impact in Customer.io
• Reconnect your tech stack with best practices for seamless integrations
• Rebuild and improve workflows using Customer.io’s flexible logic and event-based triggers
• Migrate and optimize your email templates for better performance and maintainability

You’ll also get expert tips from our friends at Fiat Growth, a step-by-step migration checklist, and a behind-the-scenes look at how Figma transformed its data workflows after migrating from Marketo to Customer.io.