Customer.io

Add a Customer.io action to quickly connect to your email sequencer and automatically add or update records.


1️⃣ Lookup

If you want to:

  • Add a new lead or update an existing lead in Customer.io

Expand this to see the set up!

Lookup Record

For Adding Records, you need to select:

  • Input at least an email for the person

For Updating Records, you need to select:

  • Input at least an ID for the person

To add addititional attributes to the lead's profile, you'll need to insert additional attributes in JSON format. Read more about how to structure this at Customer.IO's API Documentation.


⭐️ Cost: Free:)

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