Case Study: Customer.io achieves standardized reporting and less manual work with Zapier

Customer.io Automatically Standardizes Form Submissions for Reporting

Customer.io, an app engagement platform for marketing and growth teams, needed a way to eliminate duplicate work, standardize data from multiple apps, and keep reporting accurate across a small team wearing many hats. They turned to Zapier for Teams, using shared Zaps alongside Formatter by Zapier and Webhooks to manage workflows across tools like Close.io, FormKeep, Slack, Gmail, and Segment.

Zapier helped Customer.io automate lead assignment, normalize form submissions, and route hiring notifications without manual effort. The result was cleaner and more uniform reporting, fair round-robin lead distribution, faster follow-up, and less redundant work—helping the team maintain better analytics and collaboration while reducing errors in their systems of record.

Customer.io

Bill Miksich

Director of Demand Generation