Connect Customer.io to Uplup

How to connect

1. Log in to your Uplup brand dashboard and open Integrations in the left sidebar.
2. Find Customer.io in the Email & CRM section and click Connect.
3. Paste your Site ID and API Key from Settings → Workspace Settings → API Credentials (Tracking API). US and EU workspaces both work; Uplup detects the region from the credentials.
4. Click Test connection to check the credentials, then click Save. The integration is now active for every form and quiz in this brand.

What syncs to Customer.io

Email (used as the customer ID), first name, last name and phone, created or updated as a person in your workspace.

When does the lead get sent?

Every time someone submits one of your Uplup forms or completes one of your quizzes, the lead is pushed to Customer.io within a few seconds. This is fire-and-forget — submissions still succeed even if Customer.io is temporarily unreachable, and every attempt is logged on your account so you can audit what was sent.

Both forms and quizzes

This integration works identically for forms (where the user fills in name and email directly) and quizzes (where the user reaches the Lead Capture page after answering questions). Uplup picks up the email, name, and phone fields automatically — no per-form configuration needed.

Troubleshooting

• Test connection returns an error. Double-check the Site ID and API Key (the Tracking API credentials, not the App API key). If you regenerated keys recently, the old ones stop working immediately.
• Submission succeeded but lead didn’t appear in Customer.io. Confirm the form has both an email field and (for quizzes) a Lead Capture page that collects email. Without an email field, there’s nothing to send.

Disconnecting

Open the Customer.io integration in your Uplup Integrations page and click Disconnect. New submissions stop being sent to Customer.io immediately. Submissions already sent stay in Customer.io until you delete them there.