Customer.io
Salesforce

Customer.io and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Customer.io Actions
1Customer.io Triggers & Actions
Salesforce Actions
149Salesforce Triggers & Actions

How to connect Customer.io and Salesforce

Customer.io and Salesforce integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 2 more. With the combination of 2 Customer.io triggers and 151 Salesforce actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Customer.io and Salesforce Integration

When used together, Customer.io and Salesforce form a powerful toolset for automating routine tasks. Explore several workflows that are covered by their integration.

  • Add leads to a nurture campaign
  • Enrich your leads with extra data
  • Gather customer feedback
  • Generate leads from events

Workflow Automation Platforms supported by Customer.io and Salesforce

You can automate tasks between Customer.io and Salesforce with ease, even without any coding experience. These no-code workflow automation platforms enable businesses to streamline their workflows in a simplified manner. Discover the best fit for your business by checking out this list.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Customer.io and Salesforce Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Customer.io and Salesforce. Nevertheless, understanding the pricing aspects is crucial.

We have gathered and organized pricing information for automation services that support Customer.io and Salesforce integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Customer.io and Salesforce

Typically, when connecting Customer.io and Salesforce, you're searching for an automation that meets your business requirements.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

To provide you with the best options for integrating Customer.io and Salesforce, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.

Customer.io

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Customer.io and Salesforce integration

  • Step 1: Choose a Workflow Automation Service supported by Customer.io and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Customer.io and Salesforce on the chosen automation platform

    60 seconds

  • Step 3: Select a Trigger for Customer.io that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Customer.io and Salesforce and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Frequently Asked Questions

Does Customer.io integrate with Salesforce?

You can connect Customer.io and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect or Integrately to link Customer.io and Salesforce.

Can you Integrate Customer.io and Salesforce for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Customer.io to Salesforce for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Customer.io and Salesforce.

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