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Business productivity ⇄ CRM

Customer.io to Gladly integration — real-time, two-way sync

Keep Customer.io and Gladly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Customer.io and Gladly

Sync what happens in Customer.io with the customer records in Gladly, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Customer.io holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Deliveries / Messages, Newsletters, People, Objects in Customer.io to Conversation items, Agents, Topics, Tasks in Gladly with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Gladly, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • Push CRM segments and lead status into Customer.io so messaging respects sales stage.
  • Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.

Where Customer.io runs outreach

Prospects, sends, and replies sync into Gladly, keeping lead status current without manual imports.

Where Customer.io supplies contact or company data

Enriched fields land directly on records in Gladly, and refreshes keep them from going stale.

Where Customer.io processes payments

Charges, refunds, and subscription changes appear on the account in Gladly, so revenue context lives with the relationship.

What you can sync between Customer.io and Gladly

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Customer.io objects Gladly objects
Broadcasts One-off sends to segments or audiences, triggerable via API. Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Agents User records used to attribute work in CX analytics.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Topics Categorization applied to conversations; the key dimension for contact-driver reporting.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Tasks Follow-up work items created from external triggers or synced for workload reporting.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching.
Events Behavioral events sent via the Track API that trigger campaigns. Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses.
What ships with Customer.io ⇄ Gladly

Connect Customer.io and Gladly for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Gladly connection.

Real-time

Two-way sync

Changes in Customer.io or Gladly instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Gladly data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Customer.io or Gladly record.

Observability

Monitoring

Track your Customer.io ⇄ Gladly sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Customer.io and Gladly.

How the Customer.io and Gladly connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect Customer.io to Gladly — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Customer.io and Gladly with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Customer.io connected
    Gladly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Gladly objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Customer.io ⇄ Gladly
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Customer.io Gladly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Customer.io and Gladly integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Customer.io and Gladly.

Popular · 8 of 386
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