Integrate the Salesforce API with the Customer.io API

Setup the Salesforce API trigger to run a workflow which integrates with the Customer.io API. Pipedream's integration platform allows you to integrate Salesforce and Customer.io remarkably fast. Free for developers.

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Popular Ways to Connect Salesforce with Customer.io#

Add Customers to Segment with Customer.io API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Customer.io

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Add Customers to Segment with Customer.io API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Customer.io

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Add Customers to Segment with Customer.io API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Customer.io

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Add Customers to Segment with Customer.io API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Customer.io

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Create or Update Customer with Customer.io API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Customer.io

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Popular Salesforce and Customer.io Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and Customer.io Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Customers to Segment with the Customer.io API

Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. See the docs here

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create or Update Customer with the Customer.io API

Creates or update a customer. See the docs here

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Customer.io#

Customer.io is a versatile automation tool that allows you to harness the power of email, SMS, and push notifications to create personalized customer experiences. With its comprehensive API, Customer.io enables you to track customer interactions, segment audiences, and trigger targeted communications based on user behavior and data. By leveraging Pipedream, you can easily connect Customer.io to various other services and APIs to automate complex workflows, synthesize data, and respond to events in real-time.

Connect Customer.io#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    customer_io: {
      type: "app",
      app: "customer_io",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://track.customer.io/api/v1/accounts/region`,
      auth: {
        username: `${this.customer_io.$auth.site_id}`,
        password: `${this.customer_io.$auth.api_key}`,
      },
    })
  },
})

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