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.
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 ch…
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 p…
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 Salesf…