Customer.io
Customer engagement platform for sending targeted emails, SMS, push notifications, and in-app messages based on customer behavior and attributes.
Three ways to use Customer.io
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Customer.io.
Add Person to Group
Associate a person with a group/object (e.g. company, account) via the Pipelines (CDP) API.
Create Profile Alias
Merge two profiles by aliasing a previousId into a userId via the Pipelines (CDP) API.
Get Broadcast Trigger
Retrieve details of a single broadcast trigger including its data and recipient filter.
Get Segment
Retrieve metadata for a single segment by ID.
Get Segment Membership
Page through every person currently in a segment.
Identify Person
Create or update a person profile in Customer.io with traits, via the Pipelines (CDP) API.
Get started automating Customer.io
Ready-to-use workflows
Prompts using Customer.io
Segment explorer and broadcast send desk for Customer.io
See exactly who is inside every Customer.io segment, check how much two audiences overlap, then send your broadcast to a list you actually trust.
Reconcile Customer.io profiles against your HubSpot records
See which people in a Customer.io segment have blank or outdated personalization fields, then copy the right values over from HubSpot in bulk.
Deliverability triage board for your Customer.io sending
See which email providers and campaigns are hurting your sending reputation each morning, then suppress bad addresses and log the cleanup.
Route new Calendly bookings into Customer.io and brief the host in Slack
When someone books on Calendly, save them in Customer.io with their intake answers, fire the right pre-meeting sequence, and ping the host in Slack with the context they need.
Recover failed Stripe payments with Customer.io and HubSpot
When a Stripe payment fails, Customer.io sends a tone-matched recovery email and high-value accounts get a HubSpot task so a CSM can step in.
Daily churn-risk re-engagement emails from Mixpanel
Every weekday at 7am, find paying users in Mixpanel who look about to lapse and send each one a personalized win-back email through Customer.io.
Clean bounced emails from HubSpot and alert your team in Slack
When Customer.io reports a hard bounce or spam complaint, mark the contact as invalid in HubSpot and post a real-time summary to your marketing-ops channel.
Launch Customer.io onboarding when a HubSpot deal closes won
The moment a HubSpot deal flips to closed won, add the new customer to Customer.io, fire the right onboarding sequence by plan, and post the win to Slack.