Integrating Customer.io with Google Sheets Using Pabbly Connect

Learn how to integrate Customer.io with Google Sheets using Pabbly Connect. This step-by-step tutorial covers triggers, actions, and the setup process. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Integration

Pabbly Connect is the central platform that facilitates the integration between Customer.io and Google Sheets. To start, access Pabbly Connect and create an account if you haven’t already. This integration allows you to automate data transfer, making it efficient for managing customer information. using Pabbly Connect

Using Pabbly Connect, you can set up workflows that trigger actions based on specific events in Customer.io. For example, you can automatically log unsubscribed users in Google Sheets without any manual input. This is done by using webhooks to receive real-time data from Customer.io.

2. Setting Up the Webhook in Customer.io

To initiate the integration, you need to set up a webhook in Customer.io. Start by navigating to the Integrations section in your Customer.io account. Here, you will find the option for webhooks under Data Out. using Pabbly Connect

• Click on the ‘Add Webhook’ button.
• Provide a name for your webhook, such as ‘Test Webhook’.
• Paste the webhook URL you copied from Pabbly Connect.
• Select the event for which you want to receive data, like ‘Unsubscribed’.

After configuring these settings, click on ‘Save and Enable Webhook’. This action will allow Customer.io to send data to Pabbly Connect whenever an unsubscribe event occurs.

3. Testing the Webhook Integration

After setting up the webhook, it’s time to test the integration. Go back to Pabbly Connect, where it will show that it’s waiting for a webhook response. To trigger this, you need to unsubscribe a test user from your Customer.io account. using Pabbly Connect

Once you unsubscribe a user, return to Pabbly Connect and observe that it captures the webhook response. You will see details such as the timestamp, the event type, and the email of the unsubscribed user. This confirms that the integration is working correctly.

• Navigate to the People section in Customer.io.
• Select a subscriber and click on ‘Unsubscribe’.

If the webhook is configured correctly, Pabbly Connect will receive the data instantly, allowing you to automate further actions based on this event.

4. Adding Actions in Pabbly Connect

Once the webhook is successfully tested, you can proceed to add actions in Pabbly Connect. Actions are the tasks that will be executed when the trigger event occurs. For this integration, we will add Google Sheets as the action application. using Pabbly Connect

In Pabbly Connect, select Google Sheets as the application and configure the action event to ‘Add Row’. This will allow you to log the details of the unsubscribed user into a specific Google Sheet. You will need to map the fields from the webhook response to the columns in your Google Sheet.

By setting this up, every time a user unsubscribes, their information will be automatically added to Google Sheets, streamlining your data management process.

5. Conclusion

In this tutorial, we explored how to integrate Customer.io with Google Sheets using Pabbly Connect. This integration allows for seamless data transfer by automating the logging of unsubscribed users. By following the steps outlined, you can enhance your customer management processes without manual effort.

Utilizing Pabbly Connect, businesses can efficiently connect various applications, ensuring that important customer data is always up-to-date and easily accessible.