How Conversion works with Customer.io
Conversion connects to Customer.io through a workflow step that sends a track event for the contact to Customer.io's Track API. The connection uses your Customer.io Site ID, Track API key, and region, and data flows one way, from Conversion to Customer.io. The Conversion team enables the step for your workspace.
What you can do
Events from any workflow
Add the Customer.io step after any Conversion trigger, such as a form submission, a field change, or a Salesforce lead conversion, to send that contact's event.
One workflow across tools
Place the step alongside email, Slack, and Salesforce steps in the same workflow, so one trigger drives your Conversion and Customer.io programs together.
Your workspace and region
The connection uses your Customer.io Site ID, Track API key, and region, so events reach the right Customer.io workspace.
What syncs
| Data | Direction | Details |
|---|---|---|
| Track events | Out of Conversion | One event for each contact that reaches the step, sent to Customer.io's Track API. |
How to connect Customer.io
- 1 Ask your Conversion team to enable the Customer.io step for your workspace.
- 2 Connect Customer.io with your Site ID, Track API key, and region.
- 3 Add the Customer.io step to a workflow and name the event it should send.
