Connect Customer.io and CRM.io
Integrate Customer.io with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when Customer Events from Customer.io
Search List by Name in CRM.io when Customer Events from Customer.io
List All Tags from CRM.io when Customer Events from Customer.io
Search Notes in CRM.io when Customer Events from Customer.io
List All Companies from CRM.io when Customer Events from Customer.io
Popular Customer.io + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
Choose an action
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when Customer Events from Customer.io
Use this flowSearch List by Name in CRM.io when Customer Events from Customer.io
Use this flowList All Tags from CRM.io when Customer Events from Customer.io
Use this flowSearch Notes in CRM.io when Customer Events from Customer.io
Use this flowList All Companies from CRM.io when Customer Events from Customer.io
Use this flowList All Deals from CRM.io when Customer Events from Customer.io
Use this flowList All Pipelines from CRM.io when Customer Events from Customer.io
Use this flowList All Products from CRM.io when Customer Events from Customer.io
Use this flowList All Sources from CRM.io when Customer Events from Customer.io
Use this flowList All Users from CRM.io when Customer Events from Customer.io
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Do thisActions
Action is the task that follows automatically within your Customer.io integrations.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn moreSimilar apps
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Customer.io and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in Customer.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Customer.io and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
