All integrations
Customer.io
Trigger Customer.io campaigns from what people watch.
What you can do
- Identify a person with their email, first name and last name whenever someone fills in a Pellio email form.
- Send a
pellio_lead_capturedevent with the video they filled it in on. - Send
pellio_video_started,pellio_video_progressandpellio_video_completedevents, with the video and progress, to trigger campaigns.
Set it up
- In Customer.io, go to Workspace settings → API and webhook credentials → Track API keys.
- Copy the Site ID and a Track API key.
- In Pellio, go to Settings → Integrations and click Connect on Customer.io.
- Paste the Site ID and key, and choose your workspace’s region: US or EU.
- Save. Pellio checks the credentials straight away.
- Leave Sync video engagement on to send watch events.
Good to know
- Engagement is sent for identified viewers: people who filled in a form, came from a link with
?email=, or are signed in on your connected WordPress site. - Milestones are start, 25%, 50%, 75% and complete (90% of the video, counting only what they actually watched, across visits). Each is sent once.
- Unlike the other CRM integrations, Customer.io works from events: people who aren’t in your workspace yet are added when their first event arrives.
- Credentials are stored encrypted. A failing sync shows Sync failing with the last error, and leads stay in Pellio.
- Needs the Standard plan or above.
Full guide: Leads and integrations.
More crm & email marketing
HubSpotSend video leads to HubSpot as contacts, and keep contact properties updated with what they watched.MailchimpAdd video leads to a Mailchimp audience and send watch events to existing contacts for Customer Journeys.ActiveCampaignCreate ActiveCampaign contacts from video leads and update custom fields with what they watched.
