Connect Customer.io to Uplup
Connect Customer.io to Uplup
Auto-send form and quiz submissions to your Customer.io (no list — track API).
How to connect
- Log in to your Uplup brand dashboard and open Integrations in the left sidebar.
- Find Customer.io in the Email & CRM section and click Connect.
- Paste your Site ID + API Key. Settings → Workspace Settings → API Credentials (Tracking API).
- Click Fetch Lists to load your (no list — track API)s from Customer.io.
- Pick the (no list — track API) you want new leads sent to.
- Click Save. The integration is now active for every form and quiz in this brand.
What syncs to Customer.io
Email (used as customer ID), first name, last name, phone. Upsert via PUT /api/v1/customers/{email}.
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
- Fetch Lists returns an error. Double-check the Site ID + API Key value. 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.
- Want to send to a different (no list — track API). Open the integration again, pick a new (no list — track API), and save. The change applies to all future submissions.
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.