New tickets in Salesforce — Customers in Customer.io

The scenario catches new tickets in Salesforce and creates customers in Customer.io. Runs on its own, no manual copying.

  • Every ticket in Salesforce becomes a person in Customer.io.
  • Support sees right away who they're dealing with.
  • The client's history builds from the first ticket.
Add it to your accountScriptera

How it works

To create Customer.io records from Salesforce without manual input, use a ready-made scenario.

  1. Starts when: Zendesk
  2. Then: Quickbooks

You can launch this Salesforce + Customer.io integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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