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How to Connect Customer.io to WordPress

  • Last updated on January 14, 2025

#Overview

In this video, you will learn how to install WP Fusion and set up a direct connection to your Customer.io account.

To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion.

From the ‘Select Your CRM’ list choose ‘Customer.io’.

Next, we will need to locate three pieces of information to initiate the connection. The ‘API Key’, ‘Tracking Site ID’, and the ‘Tracking API Key’.

To find these pieces of information, log in to your Customer.io account.

Navigate to Settings » Account Settings » API Credentials.

Screenshot of the Customer.io account settings menu highlighting API Credentials. Options include Account, Workspaces, Security, and Team Members. The API Credentials section notes it allows sending information about customers to Customer.io, streamlining WP Fusion CRM integration.

For the ‘API Key’, go to the ‘App API Keys‘ tab. Click ‘Create App API Key’, copy the ‘API Key’, and paste it into the appropriate field in WP Fusion.

Screenshot of a webpage displaying a list of App API Keys in account settings, essential for WP Fusion CRM integration. Three keys show details like name, workspace, API, and status. A prominent purple button labeled Create App API Key is on the right with an orange arrow pointing to it.

And for the ‘Tracking Site ID’, and ‘Tracking API Key’, go to the ‘Tracking API Keys‘ tab. Click ‘Create Tracking API Key’, copy the ‘Site ID’ and ‘API Key, and paste it into the appropriate fields in WP Fusion.

Screenshot of a webpage titled Manage API Credentials, displaying a list of Tracking API Keys. A bright orange arrow points to a purple button labeled Create Tracking API Key on the right, perfect for streamlining your WP Fusion CRM integration.

Finally, click on ‘Connect’.

WP Fusion will now establish a direct connection to your Customer.io account and import your tags and custom fields.

Screenshot of a setup page for API Configuration featuring WP Fusion CRM integration. It includes fields for selecting a CRM and entering API key details. Arrows indicate buttons labeled Connect and Save Changes. Options to enter or deactivate a license key are also visible.

To finalize the process click on ‘Save Changes’.

#Custom fields

Custom properties in Customer.io can be managed directly in WP Fusion.

When configuring your field mappings via the Contact Fields settings, simply type in the desired property name, and click the prompt to (add new).

A screenshot of a form interface for entering billing information with seamless WP Fusion CRM integration. Fields for company name, country, street address (selected with a dropdown), apartment, town, state, and postcode are visible.

The data will be synced automatically to the custom property.

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