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Written for the Customer.io Partner Team

A Salesforce-native extension of Customer.io.

CIO Pipelines is a Salesforce managed package that surfaces Customer.io data inside the Salesforce UI and ships Salesforce events into Customer.io's CDP — a two-way integration built natively on the Customer.io APIs as designed.

We're not a competitor, and we're not asking you to integrate anything on your side. We've built on top of the public APIs, we're seeing real demand in verticals where Customer.io has growth headroom, and we'd like to formalize the relationship.

2-way
Pipelines CDP write + App API read
US + EU
Both Customer.io regions supported
100%
Public APIs, no reverse-engineering
Native
Apex + LWC, no middleware in path
Why this matters to Customer.io

What CIO Pipelines does for Customer.io's business.

1

Drives Customer.io adoption inside Salesforce-first organizations

Many of Customer.io's enterprise prospects are Salesforce-first companies whose internal champions need to demonstrate Customer.io's value to a Salesforce-resident sales/recruiter team. Today, that team only sees Customer.io's value when a campaign report lands in their inbox. With CIO Pipelines, every recruiter watching the Active Candidates widget sees Customer.io's signal in real time, every day.

When the recruiter spots a HOT candidate and closes the placement, the credit goes to the email Customer.io sent. That story plays out daily inside the org and increases internal advocacy for the Customer.io subscription.

2

Targets a vertical Customer.io may not be deeply penetrated in

Our flagship use case is healthcare and staffing recruiting. Healthcare staffing agencies typically run their recruiter desks in Salesforce (or a Salesforce-derived ATS) and use Customer.io for candidate marketing. The integration gap between the two is real, painful, and well-understood by the people who feel it daily.

We've built defaults specifically for this vertical:

  • Default job-page URL pattern includes nurse, physician, locum, healthcare
  • Banner templates speak to the recruiter persona
  • Engagement scoring prioritizes job-page views over generic email engagement

We expect to expand into adjacent verticals — B2B sales, freight/logistics, real estate, financial services — but healthcare staffing is where the first traction will come from.

3

Two-way integration leverages Customer.io's APIs as designed

  • Outbound: Apex triggers send identify, track, and group events via the Pipelines CDP API, asynchronously, with field mapping and filtering built into the admin UI.
  • Inbound: LWCs read from the App API to surface activities, customer profiles, and page views inside Salesforce record pages.

We're not screen-scraping. We're not reverse-engineering. We're not forking Customer.io. We're using the public APIs as the documentation suggests and packaging the result for a Salesforce-native distribution channel.

4

Co-marketing potential

We've designed the package to wear the Customer.io brand visibly:

  • The product is named CIO Pipelines — a clear nod to Customer.io's Pipelines CDP product
  • Every UI surface includes a "Built for Customer.io" tag
  • Marketing materials position Customer.io as the primary brand and CIO Pipelines as the integration layer
5

We're not building a competitor — we're building a Customer.io accelerator

Several integration vendors in the Salesforce ecosystem (notably ones backed by VC) compete head-on with Customer.io's core messaging product. CIO Pipelines does not. We don't store messages. We don't run journeys. We don't replace Customer.io's authoring experience. We surface what Customer.io already knows about a person, in the place where Salesforce-resident teams already work.

The package would lose its value if Customer.io ceased to exist. That's the right shape for a partner.

The ask

What we're explicitly requesting.

We've put real engineering effort into making this an integration Customer.io would be proud to be associated with. Here's what would unlock the next phase of growth for both sides.

1

Official partner status

Listing in the Customer.io partner directory.

2

Marketing rights

Use the "Customer.io" word mark and a "Built for Customer.io" badge in our marketing materials, with appropriate trademark guidelines.

3

Listing in the Integrations Marketplace

Discoverable from customer.io/integrations.

4

Technical contact for API support

Especially around App API rate limits, Pipelines schema evolution, and any upcoming product changes that affect us.

5

Optional: quarterly partner roadmap call

Visibility into what's coming so we can plan against it.

What we've already done

Engineering completed

  • Built the package against the production Customer.io APIs (CDP + App API)
  • Architected for the Salesforce AppExchange Security Review (CRUD/FLS, encrypted credentials, sharing-respecting queries, constant-time HMAC)
  • Tested both US and EU regions (cdp.customer.io / cdp-eu.customer.io)
  • Comprehensive test coverage (36 test classes covering 40 production classes)
  • Industry-agnostic configuration so the package supports verticals beyond recruiting
What we'd like to do next

With Customer.io's support

  • Submit to the AppExchange Security Review (target: Q3)
  • Get the first 3–5 production deployments live (we have warm prospects)
  • Co-author a case study with one of those customers
  • Get listed on the Customer.io integrations directory
  • Run joint outreach to healthcare staffing prospects in our pipeline who use Customer.io
For your engineering team

Architecture summary.

We use Customer.io APIs the way the docs intend.

Direction API Usage
OutboundPipelines CDP APIPOST /v1/identify, /track, /group from Apex Queueable jobs
InboundApp APIGET /v1/customers/{id}/activities, customer lookup, page-view stream

We respect

  • API region routing (US vs EU endpoint)
  • Rate limits — we batch where the admin enables Send_As_Batch__c
  • HMAC signature verification for inbound webhooks (constant-time, per-config secret)

We don't

  • Persist Customer.io data long-term in Salesforce (every panel load is a live App API fetch)
  • Cache aggressively in ways that would mask data freshness issues
  • Use undocumented endpoints
Why partner with us specifically

Right-sized, vertical-focused, Salesforce-native.

Salesforce expertise

We know the platform deeply — managed packages, namespace prefixing, AppExchange Security Review, sharing model, governor limits, async patterns. The integration is not a JavaScript shim; it's a native Apex + LWC application built to enterprise Salesforce standards.

Vertical focus

Healthcare staffing is a real, focused initial market. We're not trying to be everything to everyone. We're not chasing every Salesforce ISV use case — just the ones where Customer.io's signal materially changes a recruiter's day.

Right-sized

Small enough to be responsive and to actually iterate with you. Large enough to support production deployments with the operational rigor enterprise customers expect.

Want to discuss partnership?

Reach out — we'll come to you on your terms.

Partner intake form, scoping call, technical review, whatever fits your process. We'd love to hear what your bar is for partner certification and how we can meet it.

Calendar embed coming soon. For now, the email reaches the founder directly.