Customer.io + SharpSpring Integration

Integrate Customer.io to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Sync profiles instantly, create or update customer records in Customer.io, track user activity, and trigger automated follow-ups.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • 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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready WorkflowsReady Workflows   for Customer.io + SharpSpring Integration

Create Customer.io profiles from new SharpSpring contacts, update customer data, sync form submissions, and manage communication across channels, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Customer.io + SharpSpring flow

Send details to CRMs, collect responses from forms, schedule meetings, and notify your team the moment actions occur. Pick a combination and activate it in one click.

Customer.io
SharpSpring
+
SalesforceSalesforce (4)
+
TypeformTypeform (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
StripeStripe (4)
S
C
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Create a Salesforce contact whenever a contact is created in SharpSpring, and update Customer.io
New SharpSpring contacts immediately populate in Salesforce and update Customer.io without manual data entry.
S
C
S
When a SharpSpring opportunity is created, update the Salesforce account and add the person in Customer.io
Keep Salesforce accounts aligned with active SharpSpring opportunities while updating Customer.io profiles instantly.
S
C
S
Create a Salesforce task when a SharpSpring form is submitted, and notify Customer.io
Turn SharpSpring form submissions into actionable Salesforce tasks while logging the event in Customer.io.
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S
Use ChatGPT to analyse SharpSpring contact inquiries, create a Salesforce lead, and update Customer.io
AI evaluates contact details from SharpSpring before creating prioritized Salesforce leads and updating Customer.io.

Supported triggers and actions for Customer.io and SharpSpring

Mix and match to build the exact automation you need

Customer.io
Customer.io Triggers & Actions
No trigger is available
Add person to segment in Customer.io
Try it →
Create or Update Person in Customer.io
Generates a new invoice
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Create event in Customer.io
Adds a new contact to the contact list
Try it →
Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
Try it →
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
Try it →
Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
Try it →
Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
Try it →

What can you automate with Customer.io + SharpSpring?

Streamline your marketing and customer communication workflows by connecting every trigger and action between these two platforms.

What you can automate?
🔄
Sync new contacts and profiles instantly
Automatically create or update Customer.io profiles whenever a contact is created in SharpSpring. Eliminate manual data entry and ensure your subscriber lists remain up to date.
📋
Capture every submitted form field
Map all custom form submission answers from SharpSpring directly into Customer.io event payloads. Maintain detailed user activity histories for better segmentation.
🔔
Alert your team the moment leads arrive
Notify stakeholders instantly when high-value contacts or opportunities are created in SharpSpring. Ensure prompt follow-up without checking dashboards manually.
🔀
Route records based on submitted data
Apply conditional rules to direct leads to specific segments or account tiers based on custom field values submitted in your SharpSpring forms.
📊
Keep customer records continuously updated
Synchronize account edits, page visits, and profile changes across both platforms in real time. Prevent outdated information from stalling your marketing campaigns.
🛡️
Prevent duplicate records automatically
Search existing databases before creating new entries to ensure contacts and accounts are updated cleanly rather than duplicated across systems.
💳
Manage later status and opportunity changes
Update customer segments and opportunity stages automatically when deals are won, lost, or modified in SharpSpring.
🔌
Extend your workflow to external apps
Connect your core automation flow with third-party tools like Slack, Salesforce, or Stripe to trigger multi-step business processes seamlessly.
And much more...

Who is Customer.io + SharpSpring integration for?

Connect customer communication data with marketing automation workflows to keep campaign metrics and customer records perfectly aligned across your entire organization.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Growth operations teams
Growth operations teams
Sales development reps
Sales development reps
Data compliance specialists
Data compliance specialists
📈
Performance marketers
You're running multi-channel campaigns but your reporting dashboard only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
Sales representatives
You need to act fast on inbound form submissions, but you find out about new prospects hours later after someone checks the CRM manually — with this integration, every contact is created instantly and your team can initiate outreach right away.
🤝
Agency account managers
You answer to clients who want to see pipeline progress and engagement metrics in real time, but manual reporting delays updates — with this integration, every opportunity and customer interaction syncs automatically so client reports are always accurate.
🚀
Growth operations teams
The volume of incoming leads and form submissions is too high for anyone to keep up with by hand, leading to missed follow-ups — with this integration, every contact, account, and opportunity is processed automatically without manual data entry.
💼
Sales development reps
You own the outreach step and depend on marketing teams to hand over qualified leads, but communication gaps slow down your pipeline — with this integration, every new submission triggers instant CRM updates and team alerts so you never miss a handoff.
🔍
Data compliance specialists
You need a reliable customer history across all touchpoints, but fragmented tools keep leaving blind spots in your records — with this integration, every event and profile update logs reliably across both platforms to maintain a complete audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Customer.io + SharpSpring

Build and manage your Customer.io + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Customer.io + SharpSpring with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Customer.io to SharpSpring?
Frequently Asked Questions
You can connect Customer.io to SharpSpring in 1 click using ready templates or ask Integrately AI to build the integration for you. It also connects smoothly with tools like Slack, Salesforce, and Typeform.
Can I automatically sync new SharpSpring contacts to Customer.io?
Frequently Asked Questions
Can I connect Customer.io, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customer.io and SharpSpring?
Frequently Asked Questions
How does Customer.io handle contact data in this integration?
Frequently Asked Questions
Can SharpSpring opportunities update Customer.io records?
Frequently Asked Questions
Do I need coding skills to connect Customer.io and SharpSpring?
Frequently Asked Questions
Is the Customer.io and SharpSpring integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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SharpSpring
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