Customer.io powers lifecycle campaigns with automated messaging triggered by customer actions.
Clay’s integration makes it easy to upload leads directly into these campaigns.
Enriching data with Customer.io
- While in a Clay table, click
Add enrichmentand search forCustomer.io. - Under
Integrations, select one of the Customer.io options. - In the modal, you will be asked to
Select Customer.io account.- If you haven't already connected your Customer.io account, click
+ Add accountand go through authentication.
- If you haven't already connected your Customer.io account, click
Action Add/Update Customer
Add or update a customer in Customer.io.
Inputs
- Email (Optional)
- ID (Optional)
- Update Only (Optional): If enabled, we will only update existing records. New ones will not be added.
- Extra (Optional): Any other custom attributes for the customer in JSON format.
Run settings
- Auto-update
- Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)
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