Capture data from Salesforce (now in Early Access)

Salesforce is great at storing and organizing relationships with your customers. Customer.io is great at activating those relationships. Now, if you’re on a premium or enterprise plan, you can use the two together and send your Salesforce data to Customer.io where you’ll send messages to your contacts, nurture leads, and more. With this native, two-way integration, you can even send your Salesforce data to other downstream destinations, like your analytics platform or data warehouse.

To get started, all you need to do is map your Salesforce data to its Customer.io equivalent. You determine which data you want to send into Customer.io—contacts, leads, opportunities, accounts, and whatever else you need to send messages that engage your customers and increase conversions.

If you’re on an essentials plan, you can request access to our Salesforce integration in your Customer.io dashboard.

This feature is in early access. You’re welcome to use it, but we’re still adding features (like real-time streams) and smoothing out some rough edges. If you have feedback or run into issues, please contact us.