Overview 

Attio is a powerful, event-based CRM that gives you a complete picture of your customer relationships and product usage. Customer.io is a marketing automation platform built for sending hyper-personalized messages based on user behavior. A true integration allows you to use the rich, complete data in Attio as the real-time "brain" to orchestrate every marketing message sent from Customer.io.

The challenge with most marketing integrations is that they rely on slow, periodic data syncs. This makes it impossible to react to important customer moments instantly. By the time your data syncs, the opportunity to send the perfect message is lost. The only way to solve this is with a direct, event-driven API integration. We build a real-time bridge that not only syncs data but allows your Attio workflows to directly trigger campaigns and add users to workflows in Customer.io, closing the loop between your CRM and marketing automation.

Our Approach

Novlini uses the Customer.io SDK and Attio's powerful workflow engine to create a seamless, bi-directional connection. This moves you beyond simple data syncing to true marketing orchestration.

• Trigger Campaigns from Attio Workflows: This is the game-changer. Build a workflow in Attio based on any combination of data deal stages, product usage events, support tickets and use it to directly trigger a specific campaign or add a user to a workflow in Customer.io in real-time. No delays, no manual steps.

• Real-time Event Streaming: Move beyond slow batch updates. Stream granular events and attribute changes from Attio to Customer.io the moment they happen, ensuring your marketing segments are always 100% up-to-date.

• Create a True 360-Degree View: Sync key marketing engagement data (like campaign sends, opens, and clicks) from Customer.io back to the Attio activity feed. This gives your sales and success teams full visibility into what marketing messages a customer is receiving.

• Unify Your Data for Deeper Personalization: Use Attio as your central hub to combine sales data, support data, and product usage data. Then, push this complete, unified profile to Customer.io to power personalization that was previously impossible.

Proven Results 

This integration is essential for advanced marketing and product-led growth teams that need to act on customer signals instantly. It eliminates the gap between knowing something about a customer and acting on it. Our clients use this to improve trial-to-paid conversion rates, deliver perfect onboarding experiences, and proactively reduce churn by sending the right message at the exact right moment.smooth experience from start to finish.