SWELLEnterprise + Customer.io Integration

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SWELLEnterprise + Customer.io Integration

Create Customer.io person for new SWELLEnterprise contact

If you're using SWELLEnterprise 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 SWELLEnterprise, 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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SWELLEnterprise + Customer.io Integration
1.
  • SWELLEnterprise
    Client is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is deleted in SWELLEnterprise Instant
2.
  • SWELLEnterprise
    Create client in SWELLEnterprise
  • SWELLEnterprise
    Create opportunity in SWELLEnterprise
  • SWELLEnterprise
    Create contact in SWELLEnterprise
  • SWELLEnterprise
    Create board in SWELLEnterprise
  • SWELLEnterprise
    Create campaign in SWELLEnterprise
  • SWELLEnterprise
    Create event in SWELLEnterprise
  • SWELLEnterprise
    Create vendor in SWELLEnterprise
  • SWELLEnterprise
    Create lead in SWELLEnterprise
  • SWELLEnterprise
    Create subscriber in SWELLEnterprise
  • 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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