Salesforce
Customer.io

Salesforce and Customer.io Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Salesforce Actions
71Salesforce Triggers & Actions
Customer.io Actions
14Customer.io Triggers & Actions

How to connect Salesforce and Customer.io

Salesforce and Customer.io integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 2 more. With the combination of 92 Salesforce triggers and 16 Customer.io actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Salesforce and Customer.io Integration

The integration of Salesforce and Customer.io can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through 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 Salesforce and Customer.io

Looking for an efficient way to automate your workflow processes between Salesforce and Customer.io? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.

  • 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.

Salesforce and Customer.io Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating Salesforce and Customer.io can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

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

Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of a basic automation.

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 Salesforce and Customer.io

Integrating Salesforce and Customer.io involves identifying an automation that aligns with your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We have carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate Salesforce and Customer.io.

Salesforce

When this happens

Select a Trigger

Customer.io

Do this

Select an Action

How to setup Salesforce and Customer.io integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Salesforce with Customer.io. Choose automation platform

    60 seconds

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

    60 seconds

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

    15 seconds

  • Step 4: Choose a resulting Action for Customer.io. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between Salesforce and Customer.io.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Frequently Asked Questions

Does Salesforce integrate with Customer.io?

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

Can you Integrate Salesforce and Customer.io for free?

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

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