Act! 365 + Customer.io Integration

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Act! 365 + Customer.io Integration

Create Customer.io person for new Act! 365 contact

If you're using Act! 365 to manage your sales leads, it's important to also use Customer.io to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Act! 365, a corresponding person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Act! 365 + Customer.io Integration
1.
  • Act! 365
    New contact is created in Act! 365
2.
  • Act! 365
    Create contact in Act! 365
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io
  • Customer.io
    Create event in Customer.io
  • Customer.io
    Create anonymous event in Customer.io
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