Customer.io + Flexie CRM Integration

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Customer.io + Flexie CRM Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation when any event occurs

    Instant
2.
  • Customer.io
    Add person to segment in Customer.io
  • Customer.io
    Create or Update Person in Customer.io

    Generates a new invoice

  • Customer.io
    Create event in Customer.io

    Adds a new contact to the contact list

  • Customer.io
    Create anonymous event in Customer.io

    Creates a confidential gathering without disclosing organizer's identity

  • Flexie CRM
    Create contact in Flexie CRM

    Adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Updates the lead information

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