Connect Customer.io and OnePage CRM
Integrate Customer.io with OnePage CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact hold in OnePage CRM when Customer Events from Customer.io
Create Call in Onepagecrm when Customer Events from Customer.io
Create Deal in Onepagecrm when Customer Events from Customer.io
Create Note in Onepagecrm when Customer Events from Customer.io
Create Action in Onepagecrm when Customer Events from Customer.io
Popular Customer.io + OnePage CRM 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
OnePage CRM
Automatically do this!
Create Contact hold
Create Call
Create Deal
Create Note
Create Action
Update Deal
Find Contact
Find Deal
Find User
Create Contact hold in OnePage CRM when Customer Events from Customer.io
Use this flowCreate Call in Onepagecrm when Customer Events from Customer.io
Use this flowCreate Deal in Onepagecrm when Customer Events from Customer.io
Use this flowCreate Note in Onepagecrm when Customer Events from Customer.io
Use this flowCreate Action in Onepagecrm when Customer Events from Customer.io
Use this flowUpdate Deal in Onepagecrm when Customer Events from Customer.io
Use this flowFind Contact in Onepagecrm when Customer Events from Customer.io
Use this flowFind Deal in Onepagecrm when Customer Events from Customer.io
Use this flowFind User in Onepagecrm when Customer Events from Customer.io
Use this flowCreate Contact hold in OnePage CRM when Email Events in Customer
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and OnePage CRM.
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.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
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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AI will build it for you
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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and OnePage CRM 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 OnePage CRM 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 OnePage CRM. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in OnePage CRM, and a separate workflow where OnePage CRM 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 OnePage CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and OnePage CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
