Sync your lead ads with Customer.io

Usage

Customer.io can be used as:

• Lead flow destination
  

Connecting your account

Connecting your Customer.io account with Ads Workbench is really simple. But before creating the connection you need to gather two pieces of information from your Customer.io account:

• Site ID
• API key

You can find both values in your Customer.io account settings page -> API Credentials as shown in the following image:

Once gathered the required information, you just need to follow these steps:

• Go on the left menu  -> Integrations
• Click on the button “Create new”
• Enter a name for the integration and select “Customer.io” from the Type dropdown list

• Enter the Site ID and API key you gathered from your Customer.io account
• Customer.io can work with two key fields, an id and an email address. When creating your connection you need to specify which value you want to send for the field id. You can select the email address of the lead, you can pass as timestamp (Unix timestamp, number of seconds between the lead generation date and the Unix Epoch), or you can make a manual mapping passing one of the form fields as the id.
• If you want to use your custom fields in Customer.io you will also need to specify them (they current API doesn’t allow to pull them as most systems’ API do)
• Finally click on the button “Save”

Creating a lead flow

A lead flow is an automation that allows you to collect the leads coming from a source and send them to multiple destinations. Once your ad account is connected and your have created the integrations for the systems where the leads will be sent, you can create you lead flow as described in the following video:

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