# Customer.io integration overview

> Add, update, and delete Customer.io customers from Persona Workflows using your Customer.io Track API credentials.

Source: https://help.withpersona.com/articles/ZKVMM6YFeTXyc3RreRCHuv/
Section: Marketplace and 3rd-Party Integrations > CRM > Customer.io

## Overview

[Customer.io](https://customer.io/) is a messaging automation platform for sending targeted email, transactional email, push notifications, SMS, in-app messages, and webhooks based on customer behavior and data attributes. Persona’s Customer.io integration lets you manage Customer.io people from a Persona Workflow.

## Integration features

The Customer.io integration supports these Workflow actions:

- **Add or update customer:** Create a person when the identifier is new, or update attributes for an existing person.
- **Delete customer:** Remove a person and their information from Customer.io.

## Prerequisites

Before configuring the integration, you need:

- A Customer.io workspace.
- Customer.io Track API credentials that use HTTP Basic authentication.
- The Track API region for your workspace: `https://track.customer.io` for the US region or `https://track-eu.customer.io` for the EU region.

## Set up Customer.io credentials

1. In the Persona Dashboard, go to **Integrations > Marketplace** and select **Customer.io**.
2. Select **Add Credential**.
3. Enter a nickname and the Customer.io Track API credentials used for HTTP Basic authentication.
4. Select the Customer.io Track API region for your workspace, then save the credential.

## Use Customer.io in a workflow

1. Create a workflow or open the workflow you want to update.
2. Add an **Action** step and select **Integrations**.
3. Select **Customer.io**, choose the saved credential, and select an action.
4. Map Persona data to the action inputs.
5. Save and publish the workflow.

## Customer.io actions

### Add or update customer

Add a customer when the identifier does not exist in Customer.io, or update the provided attributes when it does.

**Required fields:**

- **Identifier:** The person’s unique identifier. Depending on Customer.io workspace settings, this can be an ID, email address, or a `cio_`-prefixed Customer.io ID.
- **Customer attributes:** A JSON body containing one or more attributes to assign or update.

**Optional attributes include:**

- Customer ID and email
- Anonymous ID
- Created-at timestamp and update timestamp
- Update only, which prevents profile creation when the identifier is not found
- Subscription preferences or an unsubscribe value
- Custom attributes with string, integer, or boolean values

### Delete customer

Remove a customer and all their information from Customer.io.

**Required field:**

- **Identifier:** The person’s unique identifier. Depending on workspace settings, this can be an ID, email address, or a `cio_`-prefixed Customer.io ID.

Customer.io may recreate the customer if another data source later sends data with the same identifier.

## Plans Explained

### Customer.io Integration by plan

|                         | Startup Program | Essential Plan | Growth Plan | Enterprise Plan |
| ----------------------- | --------------- | -------------- | ----------- | --------------- |
| Customer.io integration | Not Available   | Not Available  | Limited     | Available       |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).