Create a customer and add them to a segment in Customer.io

Customer.io integration for creating a customer and adding them to a segment with a simple manual trigger, streamlining customer management and enhancing targeted marketing efforts.

7/8/2025
3 nodes
Simple
manualsimplecustomerio
Categories:
Manual TriggeredSimple WorkflowMarketing & Advertising Automation
Integrations:
CustomerIo

Target Audience

This workflow is ideal for:
- Marketers looking to automate customer segmentation in Customer.io.
- Product Managers who want to create and manage customer data efficiently.
- Developers integrating Customer.io with other applications for streamlined customer communication.
- Small Business Owners aiming to enhance customer engagement through targeted marketing efforts.

Problem Solved

This workflow addresses the challenge of manually adding customers to segments in Customer.io. It automates the process, ensuring that customer data is captured and segmented correctly without the need for manual input, thereby saving time and reducing errors.

Workflow Steps

  • Manual Trigger: The workflow begins when the user clicks the 'execute' button, initiating the process.
    2. Create Customer: The workflow then creates a new customer in Customer.io with specific properties. In this case, the customer's name is set to 'n8n'.
    3. Add to Segment: Finally, the created customer is added to a specified segment within Customer.io, utilizing the customer's unique ID obtained from the previous step.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Customer Properties: Change the 'Name' and add more custom properties as needed in the 'CustomerIo' node.
    - Adjusting Segment ID: Update the segment ID in the 'CustomerIo1' node to target different segments based on your marketing strategy.
    - Adding More Nodes: Integrate additional nodes for further actions, such as sending emails or notifications after adding a customer to a segment.