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# Customer.io Overview

Connect your Customer.io account to add or remove customers in sequences based on purchases and automations in Spiffy.

**Here’s a rundown of the powerful features you will have available:**

- **Customer Information Sync**
    Basic customer info will automatically sync to Customer.io
- **Checkout & Purchase Automation**
    Set up automation triggers for checkouts, upsells, billing and more, to start a sequence in Customer.io [Learn More →](https://university.spiffy.co/automation/intro-to-automations.md)

## How to Connect Customer.io

Before getting started, you will need a few things from your Customer.io account, your:

- **Site ID**
- **Tracking API Key**
- **App API Key**

You can find these in Customer.io under **Settings** > **Workspace Settings**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-workspace-settings-1.png)Scroll down to Advanced and select **API and webhook credentials**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-API-credentials.png)Inside the API credentials page, you will see tabs for **Tracking API keys** and **App API keys**.

On the **Tracking API keys** tab, create a new **Tracking API Key** by selecting **Create Track API Key**. Give it a descriptive name, so you know this key was created specifically to connect to Spiffy.

Click ****Create Track API Key**** again to generate a **Tracking API Key** and **Site ID**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-copy-site-id-tracking-api-key.png)**Copy** and **save** the **Tracking API Key** and **Site ID** somewhere secure.

Next, on the **App API keys** tab, select **Create App API Key**. Give it a descriptive name, so you know this key was created specifically to connect to Spiffy. **Copy** and **save** this somewhere secure.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-copy-app-api-key-1.png)**Important**: Once you close the window in Customer.io that shows your App API key, you will not be able to view it again.

Back in Spiffy, click **Account Settings** > **[Integrations](https://app.spiffy.co/settings/integrations)** and select **Customer.io** from the list of available integrations.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-tile.png)In the box that appears, input your **Site ID**, **Tracking API Key** and **App API Key**.

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-integration-settings-1.png)Select **Enable Customer.io**

You’ve now connected your Customer.io account to Spiffy, don’t forget to set up **Automations**!
**[Learn more about Automations →](https://university.spiffy.co/automation/intro-to-automations.md)**

## Automation Actions

Once you’ve connected your Customer.io account you will now be able to:

- Add to / Remove from a Segment

![](https://university.spiffy.co/wp-content/uploads/2026/07/Customer.io-integration-actions.png)
