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Built for Customer.io

A Salesforce-native extension of Customer.io.

CIO Pipelines is a Salesforce managed package that surfaces Customer.io data inside the Salesforce UI and ships Salesforce events into Customer.io's Pipelines CDP — a two-way integration built natively on the public Customer.io APIs as designed.

The package complements Customer.io rather than competing with it. It surfaces what Customer.io already knows about a person, in the place where Salesforce-resident teams already work.

Architecture
Live

Two systems. One package. Zero middleware.

SF Salesforce
CIO Pipelines Managed package
CIO Customer.io
1,284 events flowing through this hour
Public APIs only — no reverse engineering
2-way
Pipelines CDP write + App API read
US + EU
Both Customer.io regions supported
100%
Public APIs, no reverse-engineering
Native
Apex + LWC, no middleware in path
Why this matters

What CIO Pipelines does for the Customer.io ecosystem.

1

Drives Customer.io adoption inside Salesforce-first organizations

Many Salesforce-first organizations need a way to demonstrate Customer.io's value to a Salesforce-resident team — sales reps, AEs, recruiters, brokers, advisors, CSMs. Without an integration like this one, that team only sees Customer.io's value when a campaign report lands in their inbox. With CIO Pipelines, every user watching the Active Contacts widget sees Customer.io's signal in real time, every day.

When a rep spots a HOT contact and closes the deal, the credit goes to the email Customer.io sent. That story plays out daily inside the org and reinforces internal advocacy for the Customer.io subscription.

2

Built for Salesforce-deep verticals

The target market is Salesforce-deep verticals — B2B sales, staffing & recruiting, real estate, freight & logistics, e-commerce, and financial services. These industries run their day-to-day in Salesforce and use Customer.io for marketing and nurture. The integration gap between the two is real and felt daily by the people working in both systems.

The package adapts to any of them in admin UI, not in code:

  • Configurable key-page URL pattern — pricing, jobs, listings, products, planning, demos
  • Editable banner templates speak to any persona — rep, recruiter, broker, advisor
  • Engagement scoring prioritizes key-page views over generic email engagement

Same package, same Apex, same LWCs, same security model — adapted per vertical in admin UI.

3

Two-way integration, leveraging Customer.io's APIs as designed

  • Outbound: Apex triggers send identify, track, and group events via the Pipelines CDP API, asynchronously, with field mapping and filtering built into the admin UI.
  • Inbound: LWCs read from the App API to surface activities, customer profiles, and page views inside Salesforce record pages.

No screen-scraping. No reverse-engineering. No forking of Customer.io. The package uses the public APIs as the documentation suggests and packages the result for a Salesforce-native distribution channel.

4

Co-marketing across the funnel

The package wears the Customer.io brand visibly:

  • The product is named CIO Pipelines — a clear nod to Customer.io's Pipelines CDP product
  • Every UI surface includes a "Built for Customer.io" tag
  • Marketing materials position Customer.io as the primary brand and CIO Pipelines as the integration layer
5

A Customer.io accelerator, not a competitor

Several integration vendors in the Salesforce ecosystem compete head-on with Customer.io's core messaging product. CIO Pipelines does not. The package doesn't store messages, doesn't run journeys, doesn't replace Customer.io's authoring experience. It surfaces what Customer.io already knows about a person, in the place where Salesforce-resident teams already work.

The package depends on Customer.io to be valuable. That's the right shape for a partner.

For your engineering team

Architecture summary.

The package uses Customer.io APIs the way the docs intend.

Direction API Usage
Outbound Pipelines CDP API POST /v1/identify, /track, /group from Apex Queueable jobs
Inbound App API GET /v1/customers/{id}/activities, customer lookup, page-view stream

The package respects

  • API region routing (US vs EU endpoint)
  • Rate limits — batches where the admin enables Send_As_Batch__c
  • HMAC signature verification for inbound webhooks (constant-time, per-config secret)

The package doesn't

  • Persist Customer.io data long-term in Salesforce (every panel load is a live App API fetch)
  • Cache aggressively in ways that would mask data freshness issues
  • Use undocumented endpoints
The team behind it

Right-sized, vertical-focused, Salesforce-native.

Salesforce expertise

We know the platform deeply — managed packages, namespace prefixing, sharing model, governor limits, async patterns. The integration is not a JavaScript shim; it's a native Apex + LWC application built to enterprise Salesforce standards.

Vertical focus

Salesforce-deep verticals — B2B sales, staffing & recruiting, real estate, freight, financial services — are the focused initial market. We're not chasing every Salesforce ISV use case, just the ones where Customer.io's signal materially changes a rep's day.

Right-sized

Small enough to be responsive and to iterate quickly with the partner team. Built with the operational rigor enterprise customers expect from a Salesforce-resident integration.

Talk to us

Customer.io partner team or Salesforce-deep customer?

Reach out and we'll respond on whatever process works best — partner intake, scoping call, technical review, or a customer kickoff.