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Synchronize Customer Io & Salesforce Effortlessly

Automate data synchronization between Customer Io and Salesforce with n8n. Streamline your marketing and sales strategies by ensuring real-time, accurate data alignment across platforms, reducing manual work and errors.

When a Record is Updated
Solution
1. Trigger Data Sync

Initiate workflow upon record updates.

Extract Customer Data
Solution
2. Extract Data

Fetch updated customer data from Customer Io.

Perform an HTTP Request
Solution
3. Push Updates to CRM

Update Salesforce with the latest data.

Log Data Mismatches
Solution
4. Log Errors

Capture discrepancies for review.

Send an Email Alert
Solution
5. Notify Admin

Alert admin of any data mismatches.

- Repeat -

Automation Benefits

Automation Benefits

Gain insights into the benefits of automating data syncs.

Reduced Manual Work

Free up your team's time by automating repetitive tasks.

Real-time Data Access

Access the most current data across platforms.

Improved Strategic Decisions

Base decisions on accurate, up-to-date information.

Increased Efficiency

Enhance workflow speed with incremental syncing.

Minimized Errors

Ensure data consistency with automated checks.

Scalable Solution

Adaptable to growing business needs.

Features

Automation Features

Discover the key features that make this automation essential for your business.

  • 1
    Bi-directional Sync

    Seamlessly sync data between Customer Io and Salesforce.

  • 2
    Error Logging & Alerts

    Identify and resolve data mismatches promptly.

  • 3
    Incremental Sync

    Optimize speed by syncing only changed data.

Feature

Outcomes

Expected Outcomes

Unlock significant business benefits with this automation.

95%
Improved Data Accuracy
10+ hours/week
Time Saved in Manual Updates
80%
Enhanced Marketing & Sales Alignment

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FAQ

Frequently Asked Questions

Answers to common questions about this automation solution.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required