Customer.io integration overview

Customer.io Overview

Customer.io powers lifecycle campaigns with automated messaging triggered by customer actions. Clay’s integration makes it easy to upload leads directly into these campaigns.

Setting up Customer.io and Clay

To set up the Customer.io integration to sync with Clay:

Step 1: Visit the Settings page and navigate to Connections.

Step 2: Click + Add Connection and select Customer.io from the menu.

Step 3: Add your Customer.io API key and name your account key.

See Customer.io’s documentation for instructions on obtaining your API key.

Available Actions with the Cutomer.io Integration

Action Add update customer

Add or update a customer in Customer.io.

Action walkthrough

Step 1: Select the Customer.io account to use.

Step 2: Enter the email or ID as a unique identifier.

• Use the value associated with the ‘email’ attribute in Customer.io. This is required unless you provide an ID.
• Alternatively, use the value associated with the ‘id’ attribute. If both email and ID are provided, the ID will take priority.

Step 3 (Optional): Toggle update only

Enable this setting if you want to update existing records only. New records will not be created.

Step 4: Enter the other custom fields to enrich.

Specify any additional custom attributes for the customer in JSON format.

Step 5: Configure run settings.

By default, new rows within your Clay table will run this action. Learn more about auto-update in this brief guide.

To apply conditions for running enrichment, use formulas that trigger the column only when specific criteria are met. Learn more in this lesson.

Step 6: Run the enrichment.

Input fields

• Email: The value associated with the ‘email’ attribute in Customer.io. Required if the ‘ID’ is not provided.
• ID: The value associated with the ‘id’ attribute in Customer.io. If both email and ID are provided, the ID takes precedence.
• Update Only: Toggle to update existing records only. When enabled, new records will not be added.
• Extra: Any additional attributes for the customer, provided in JSON format.

Output fields

• Success: Indicates whether the action was successfully executed (true or false).

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