Customer.io

Connect Pipeline CRM to Customer.io to automatically send the people who match your criteria, so you can power targeted email campaigns.

Before you start:

• Admin permissions in Pipeline CRM
• A Customer.io account with admin permissions
• People in Pipeline CRM with a first name, last name, email, and phone number

Step 1: Install Customer.io (admin)

1. Click Settings in the lower-left corner.
2. Go to Other > App Store.
3. Find Customer.io and click Install.

Step 2: Create a source in Customer.io

Customer.io needs a source to receive data from Pipeline CRM.

1. Sign in to Customer.io.
2. Go to Data & Integrations > Integrations.
3. Find the Customer.io API app.
4. Name it and copy the API key.

For more help, see Customer.io's guide to the Pipelines API.

Step 3: Connect Pipeline CRM to Customer.io (admin)

1. In Pipeline CRM, open the Customer.io integration settings.
2. Paste the API key you copied.
3. Click Save.
4. Click Test Connection.

Step 4: Finish setup in Customer.io

1. Go back to Customer.io and test the connection.
2. Complete the setup.
3. Set up a destination for where the data should go in Customer.io.
4. Save your changes.

Step 5: Choose who syncs (admin)

1. In Pipeline CRM, open the Customer.io integration settings.
2. Select the Criteria tab.
3. Choose which people sync to Customer.io, based on tags, custom fields, or other criteria.

For example, set the criteria to a "customer.io" tag. Any person you tag that way is sent to Customer.io automatically.

Step 6: Turn on the integration (admin)

Turn on the Enable toggle in the top-right corner of the Customer.io settings. You can also turn it on from the Customer.io tile in the App Store.

What syncs

When a person meets your criteria, Pipeline CRM sends:

• First name
• Last name
• Email address
• Phone number
• Tags, when you use them as sync criteria

Need help? Contact support at customercare@pipelinecrm.com.