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 c…

How to Check if Multiple Profiles Share an Email Address

Alex Patton
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 …

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 Sales…

Marketers find love in the API economy

Customer.io
If you’ve seen the Martech 5000 graphic, you know the landscape of marketing tools can be described differently depending on who you ask, but generally they fall somewhere on the spectrum between disgusting and amazing. If you had asked the me-of-five-years-ago, I’d have probably said, “That’s stupid™. Are there …

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 higherPassword 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://customerio…

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 sheetFollow a person on twitter when they enter the segment “Has twitter name”Add a ticket in Jira when a user do…

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&respo…

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 a…
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