How to Build a Round-Robin Assignment for your Inbound Sales Funnel

Alex Patton
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....

How to use Snippets for Id Lookups

Alex Patton
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...

Send an Automated Message to Intercom's Chat Widget

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 chat widget. What you’ll need An Intercom...

Sync with Salesforce Using Customer.io Webhooks

Alex Patton
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 Salesforce, and then...

Create a Zendesk Ticket with Customer.io

Customer.io
If you don’t already have a Zendesk account, sign up here. To create tickets via the Zendesk API, you need: An Agent role or higher Password Access enabled under Settings – Channels – API: Your Zendesk subdomain. This can be found in the URL when you open Zendesk. In our example, in our URL, https://customeriohelp.zendesk.com/agent/admin/overview,...

Send Data to Zapier

Customer.io
If you don’t have a Zapier account, start by creating one over at Zapier.com. Zapier is one of the most flexible integrations we and you might want to use it to do things like: Add data to a google sheet Follow a person on twitter when they enter the segment “Has twitter name” Add a...

Create a Trello Card with Customer.io

Customer.io
If you don’t have a Trello account, you can create one here. Then, after you log in, retrieve your developer API key. Get your token You’ll also need a token. To get one, paste your own API key into the URL below: code https://trello.com/1/authorize?expiration=never&scope=read,write,account&response_type=token&name=Server%20Token&key=YourAPIKeyHere Allow access Click the Allow button to give access to your...

Create a Lead in Salesforce with Customer.io

Customer.io
Create a Lead in Salesforce with Customer.io In this walkthrough, we’ll first show you how to configure Salesforce to enables its API and connect Customer.io as a Connected App. Then, we’ll show you how to create a lead in Salesforce with Customer.io. Get Started Configuring Salesforce Let’s make sure API access is enabled in Salesforce...

Send an NPS survey with Promoter.io and Customer.io

Customer.io
Login or create an free account on Promoter.io if you do not already have one. Select your import method Once created, you will be prompted to select a method to import contacts into Promoter.io. Choose “Promoter API.“ Name and set up your campaign From here, you will need to work your way through the campaign...

Start mailing Lob postcards with Customer.io

Customer.io
Get your Lob API key If you don’t have a Lob account, start by creating one over at Lob.com. In your Lob account, you’ll want the API Key from your account. We recommend starting with your “Test API Key” from your settings. Create your campaign Create a campaign in Customer.io where you want to add...
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