Real-time
Two-way sync
Changes in Customer.io or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Customer.io to Vitally integration — real-time, two-way sync
Keep Customer.io and Vitally 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Customer.io and Vitally
Sync what happens in Customer.io with the customer records in Vitally, 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 User, Organization, Task, Note in Vitally with bi-directional, real-time sync. Activity and record changes in Customer.io update the matching contact or account in Vitally, and CRM data flows the other way wherever Customer.io can store and use it.
Common use cases
- 01 Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
- 02 Push CRM segments and lead status into Customer.io so messaging respects sales stage.
- 03 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
- 04 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
Common sync patterns
Where Customer.io runs outreach
Prospects, sends, and replies sync into Vitally, keeping lead status current without manual imports.
Where Customer.io supplies contact or company data
Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.
Where Customer.io processes payments
Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
What you can sync between Customer.io and Vitally
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 | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. | Note Account and user notes captured by success teams. | People is specific to Customer.io and Note to Vitally — each maps to any object or custom field on the other side. | |
| Objects Non-person entities such as accounts or companies, related to people for account-level messaging. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Objects is specific to Customer.io and Conversation to Vitally — each maps to any object or custom field on the other side. | |
| Events Behavioral events sent via the Track API that trigger campaigns. | NPS Response NPS survey responses for account-health reporting. | Events is specific to Customer.io and NPS Response to Vitally — 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. | Custom Trait Custom account and user traits for segmentation. | Segments is specific to Customer.io and Custom Trait to Vitally — 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. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Campaigns is specific to Customer.io and Account to Vitally — each maps to any object or custom field on the other side. | |
| Broadcasts One-off sends to segments or audiences, triggerable via API. | User End users tied to accounts, including activity and custom traits. | Broadcasts is specific to Customer.io and User to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Customer.io and Vitally
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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Customer.io Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
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.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Customer.io ⇄ Vitally
Connect Customer.io and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Customer.io–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Customer.io or Vitally 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 Vitally record.
Observability
Monitoring
Track your Customer.io ⇄ Vitally 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 Vitally.
How the Customer.io and Vitally 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
Vitally
- Integration surface
- REST API with cursor-based pagination (sortable by createdAt/updatedAt)
- Authentication
- API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
- Change detection
- Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
- Capabilities
- read · write · webhooks
- Rate limits
- Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works
How to connect Customer.io to Vitally — 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.
- 01
Connect your apps
Authenticate Customer.io and Vitally with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Customer.io
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Customer.io and Vitally 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.
objects · Customer.io ⇄ VitallyCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Customer.io VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Customer.io and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Customer.io and Vitally: authenticate both systems, choose the objects to sync (such as Customer.io's People and Objects), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Customer.io: The Track API is ingestion-oriented: integrations identify people and send events, and Customer.io matches records on identifiers such as id or email. Vitally: No native change-data-capture stream; incremental sync relies on updatedAt-sorted cursor pagination. Stacksync's field mapping accounts for these differences between Customer.io and Vitally without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Customer.io and Vitally records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Customer.io and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Customer.io–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both Customer.io and Vitally. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Customer.io: Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection. On Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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 390 integrations available for Customer.io and Vitally.
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Customer.io ⇄ Veeva CRM -
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No integrations match .
