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…

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 the webh…

Start sending data with IFTTT

Customer.io
If you don’t have an IFTTT account, start by creating one over at IFTTT.com. IFTTT is a great option for connecting to devices, web apps, or services for things like: Turn on a light in your office when you get a new “plan_enterprise” userCreate a calendar event to follow up users who enter the “Signed Up” segment…

Create a Help Scout conversation with Customer.io

Customer.io
If you don’t have a Help Scout account, you can create one here. Get your Help Scout API key Go to Your Profile (top right corner).Select API Keys.Click Generate an API Key.Add a label to easily recognize the API key used inside Customer.io. Please be aware that free plans don’t allow API access, and only o…

Send an NPS survey using Delighted

Customer.io
If you don’t already have an account, you can sign up at https://delighted.com/. Get your API Key To send NPS surveys via API, you will need your API key. It can be found in your account under Settings > API. Only admins can view the API key for your account, so if you’re not the admin, reach out to the per…

Create a Lead in Close.io

Customer.io
Close.io is a streamlined sales platform that helps you close more deals. With built-in calling and automatic email tracking, you can focus on selling rather than data entry. In our example, we’re going to show you how to send leads from Customer.io into Close.io, using our segment triggers. If you don’t already have…

Setting up a virtual pbx with Twilio, OpenVBX and PHP Fog

Having a phone number increases conversions. We built our own Virtual PBX using Twilio, OpenVBX and PHP Fog.
Join our mailing list for updates on our Use Cases content and more!