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Business productivity ⇄ CRM

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

Keep Customer.io and Salesloft 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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Why teams connect Customer.io and Salesloft

Sync what happens in Customer.io with the customer records in Salesloft, 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 Tasks, Meetings, Users, Custom Fields in Salesloft with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Salesloft, and CRM data flows the other way wherever Customer.io can store and use it.

Common use cases

  • 01 Land delivery and engagement events (sent, opened, clicked, bounced) from reporting webhooks into a warehouse for attribution analysis.
  • 02 Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • 03 Keep person and account custom fields populated from an enrichment pipeline for personalization tokens.
  • 04 Reconcile ownership by syncing user assignments between the CRM and Salesloft.

Common sync patterns

Where Customer.io processes payments

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

Where Customer.io can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesloft sync into Customer.io, so people working there have the context without switching tools.

Where Customer.io handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Salesloft, so sales sees open issues before the next call.

What you can sync between Customer.io and Salesloft

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 Salesloft objects How this pairing syncs
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. People Prospect records with contact data and CRM ID mappings, the primary sync target. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Emails Sent and received email activity with engagement metadata, synced out for analytics. Objects is specific to Customer.io and Emails to Salesloft — each maps to any object or custom field on the other side.
Events Behavioral events sent via the Track API that trigger campaigns. Calls Logged call activity with dispositions and recordings metadata. Events is specific to Customer.io and Calls to Salesloft — each maps to any object or custom field on the other side.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Tasks Rep to-dos created and completed within cadences. Segments is specific to Customer.io and Tasks to Salesloft — each maps to any object or custom field on the other side.
Campaigns Automated workflows whose membership and metrics can be read via the App API. Meetings Booked meeting records tied to people and users. Campaigns is specific to Customer.io and Meetings to Salesloft — each maps to any object or custom field on the other side.
Broadcasts One-off sends to segments or audiences, triggerable via API. Users Seller records used for ownership mapping and activity attribution. Broadcasts is specific to Customer.io and Users to Salesloft — each maps to any object or custom field on the other side.

How changes propagate between Customer.io and Salesloft

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Customer.io Salesloft Sub-second propagation

DetectionCustomer.io notifies Stacksync of record changes through webhook events. Reporting webhooks push message and delivery events.

DeliveryEach detected change is written to Salesloft through its API, with automatic retries and rate-limit backoff.

Salesloft Customer.io Sub-second propagation

DetectionSalesloft notifies Stacksync of record changes through webhook events. Webhook event subscriptions plus polling on updated_at timestamps.

DeliveryEach detected change is written to Customer.io through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Customer.io: Subject to per-API rate limits documented by Customer.io.
  • Salesloft: Subject to the platform's per-minute API rate limits.
What ships with Customer.io ⇄ Salesloft

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

Track your Customer.io ⇄ Salesloft 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 Salesloft.

How the Customer.io and Salesloft 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

Salesloft

Integration surface
REST API (v2)
Authentication
OAuth 2.0
Change detection
Webhook event subscriptions plus polling on updated_at timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's per-minute API rate limits
How it works

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

    Choose tables

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

Customer.io and Salesloft integration FAQ

SECURITY

Security teams trust 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
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 415 integrations available for Customer.io and Salesloft.

Popular · 8 of 415
All Customer.io integrations All Salesloft integrations Browse all integrations
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