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Business productivity ⇄ CRM

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

Keep Customer.io and Salesforce 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 Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Customer.io and Salesforce

Sync what happens in Customer.io with the customer records in Salesforce, 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 People, Objects, Events, Segments in Customer.io to Custom Objects, Accounts, Contacts, Leads in Salesforce with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Salesforce, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.

Where Customer.io runs outreach

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

Where Customer.io supplies contact or company data

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

Where Customer.io processes payments

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

What you can sync between Customer.io and Salesforce

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 Salesforce objects
Campaigns Automated workflows whose membership and metrics can be read via the App API. Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close.
Broadcasts One-off sends to segments or audiences, triggerable via API. Cases Support records; synced with help desk tools or internal databases for escalation workflows.
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
What ships with Customer.io ⇄ Salesforce

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io or Salesforce 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 Salesforce record.

Observability

Monitoring

Track your Customer.io ⇄ Salesforce 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 Salesforce.

How the Customer.io and Salesforce 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

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Customer.io to Salesforce — 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 Salesforce 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
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io and Salesforce 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 ⇄ Salesforce
    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 Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io and Salesforce 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

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

Popular · 8 of 386
All Customer.io integrations All Salesforce integrations Browse all integrations
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