When Person is created in Pipedrive > Check condition > Create or Update Person in Customer.io
Pipedrive + Customer.io Integration
Customer.io + Pipedrive Integration
Integrate Customer.io to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Create records, log events, update segments, and sync customer data automatically.
Free forever.Use premium features free for 14 days.1.
Project is created in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is deleted in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
Add person to segment in Customer.io- Create or Update Person in Customer.io
- Create event in Customer.io
- Create anonymous event in Customer.io
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Customer.io + Pipedrive Integration
Create persons, update segments, log events, and sync customer data, all in just one click.
Most popular automation
Create Customer.io person for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new Customer.io person and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new Customer.io person and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Customer.io + Pipedrive flow
Sync your customer data across support, marketing, and communication tools after every CRM update. Pick a combination and activate it in one click.
+
Typeform (4)
Typeform (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Stripe (4)
Stripe (4) +
Google Sheets (4)
Google Sheets (4) T
P
C
Add every new Typeform response to Pipedrive, and create or update the person in Customer.io
Typeform submissions create contacts in Pipedrive and update Customer.io instantly without manual entry.
T
P
C
S
When a new Typeform response arrives, create a Pipedrive deal, log it in Customer.io, and notify your sales team in Slack
Typeform submissions trigger Pipedrive deals, Customer.io events, and Slack alerts immediately.
T
P
C
If a Typeform respondent selects enterprise tier, create a Pipedrive deal and update Customer.io
Route high-value Typeform leads directly into Pipedrive and Customer.io based on their answers.
T
P
C
Use ChatGPT to analyse Typeform feedback, create a Pipedrive note, and update Customer.io
ChatGPT summarises survey feedback before saving notes in Pipedrive and Customer.io.
Supported triggers and actions for Customer.io and Pipedrive
Mix and match to build the exact automation you need
Customer.io Triggers & Actions
Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
Try it → Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Customer.io + Pipedrive?
Streamline your customer communication and CRM workflows with automated triggers and actions.
🔄
Sync new Pipedrive contacts to Customer.io
Create or update Customer.io profiles automatically whenever a new person is added in Pipedrive, keeping your communication platform aligned with your CRM.
📋
Capture every submitted deal and person field
Map all available Pipedrive deal and contact attributes into Customer.io fields instead of just basic names and emails.
🔔
Alert team members on deal updates
Notify your sales and marketing channels instantly when deal stages change or new activities are created.
🔀
Route records based on custom field criteria
Trigger different automation paths in Customer.io depending on deal values, organization types, or custom Pipedrive fields.
🔄
Keep records updated as pipeline stages change
Synchronize status updates, notes, and activity logs across both platforms in real-time.
🔍
Add or update records without creating duplicates
Search existing profiles before creating new entries to keep your database clean and organized.
💳
Handle later status changes and deal wins
Trigger automated follow-ups and notifications when deals are marked as won, lost, or updated.
🔗
Extend flows to popular messaging apps
Connect your core Customer.io and Pipedrive workflow with Slack, Google Sheets, or Gmail for complete operational visibility.
And much more...
Who is Customer.io + Pipedrive integration for?
Revenue leaders, sales managers, and marketers connect Customer.io and Pipedrive to eliminate manual data entry and keep pipeline records accurate across platforms.
Performance marketers
Sales managers
Account executives
Customer success leads
Sales reps
CRM administrators
📈
Performance marketers
You're running campaigns across multiple channels but your tracking data only updates when someone manually exports records, so the metrics you're optimising against are always a few hours behind — with this integration, every new lead lands in both platforms instantly and your data stays current.
⚡
Sales managers
You need to act fast on incoming pipeline opportunities, and you find out too late when records sit untouched in your queue — with this integration, every CRM update triggers immediate downstream actions so your team responds without delay.
📊
Account executives
You answer to clients who want to see real-time progress on deals and account milestones, but manual reporting creates constant delays — with this integration, every CRM stage change updates customer records automatically and maintains complete transparency.
🚀
Customer success leads
The volume of new customer onboarding tasks is too high for anyone to keep up with by hand, leading to missed touchpoints — with this integration, every new account creation triggers automated communication and activity logging effortlessly.
🔄
Sales reps
You own the next step in the sales cycle and depend on upstream lead data being transferred accurately without manual copy-pasting — with this integration, every contact and deal detail flows seamlessly between your tools.
🗂️
CRM administrators
You need a reliable history of all customer interactions and keep finding gaps caused by manual entry errors — with this integration, every event and activity is logged systematically across both platforms.
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 + Pipedrive
Build and manage your Customer.io + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Customer.io + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Customer.io + Pipedrive Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Customer.io + Pipedrive Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Customer.io to Pipedrive?
You can connect Customer.io to Pipedrive in one click using ready templates or ask Integrately AI to build the automation. It takes seconds to sync your CRM data across apps like Slack, Google Sheets, and Gmail.
Can I automatically sync new Pipedrive contacts to Customer.io?
Can I connect Customer.io, Pipedrive, and Slack?
What is a good Zapier alternative for Customer.io and Pipedrive?
How are new Pipedrive deals handled in Customer.io?
Can I update Pipedrive when customer events happen in Customer.io?
Do I need coding skills to automate Customer.io and Pipedrive?
Is the Customer.io and Pipedrive integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Customer.io or Pipedrive With 1500+ Other Apps
Popular Customer.io Integrations
Connect Customer.io to email, marketing automation, and analytics tools to manage communication campaigns.
See All
Customer.io Integrations
Customer.io Integrations
No popular apps found
Popular Pipedrive Integrations
Sync Pipedrive with accounting, project management, and reporting tools to keep sales data working across your stack.
See All
Pipedrive Integrations
Pipedrive Integrations
No popular apps found
