Connect Customer.io and Zendesk Sell
Integrate Customer.io with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List campaigns in Customer when New Product Is Added in Zendesk Sell
Create manual segment in Customer when New Product Is Added in Zendesk Sell
Delete a segment in Customer when New Product Is Added in Zendesk Sell
List campaigns in Customer when New Note Is Created in Zendesk Sell
Create manual segment in Customer when New Note Is Created in Zendesk Sell
Popular Customer.io + Zendesk Sell 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
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
List campaigns in Customer when New Product Is Added in Zendesk Sell
Use this flowCreate manual segment in Customer when New Product Is Added in Zendesk Sell
Use this flowDelete a segment in Customer when New Product Is Added in Zendesk Sell
Use this flowList campaigns in Customer when New Note Is Created in Zendesk Sell
Use this flowCreate manual segment in Customer when New Note Is Created in Zendesk Sell
Use this flowDelete a segment in Customer when New Note Is Created in Zendesk Sell
Use this flowList campaigns in Customer when New Lead Created or Updated in Zendesk Sell
Use this flowCreate manual segment in Customer when New Lead Created or Updated in Zendesk Sell
Use this flowDelete a segment in Customer when New Lead Created or Updated in Zendesk Sell
Use this flowList campaigns in Customer when New Deal Created or Updated in Zendesk Sell
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Zendesk Sell.
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.
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
Create Product
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell 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 Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
