How to connect Customer.io and Salesforce
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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
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.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
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.
When this happens
Select a Trigger
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
60 secondsStep 2: Enable authentication for both Customer.io and Salesforce on the chosen automation platform
60 seconds
60 secondsStep 3: Select a Trigger for Customer.io that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Customer.io and Salesforce and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!
More integrations to Customer.io
Take a look at the other popular Customer.io integrations that are available. Customer.io Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
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.