How to Track Customer.io Events and Attributes from Gravity Forms Submissions

In modern growth marketing and SaaS product operations, capturing lead details is only step one. The real revenue impact happens when user actions on your website instantly trigger behavioral messaging workflows. By syncing Gravity Forms submissions directly into Customer.io, you can update user attributes, fire customized event sequences, and personalize your customer journeys in real time.

This guide walks you through connecting Gravity Forms to Customer.io natively using high-speed API endpoints.

Step 1: Retrieve Customer.io Track API Credentials

1. Log in to your Customer.io dashboard.
2. Navigate to Account Settings → API Credentials → Tracking API Keys.
3. Copy your Site ID and API Key.
4. Note whether your account is in the US or EU data region.

Step 2: Authenticate Plugin Settings

In your WordPress admin, go to Forms → Settings → Customer.io. Paste your Site ID and API Key, choose your regional data center, and save settings.

Step 3: Create Feed to Identify Users & Track Events

Inside your form settings, click Customer.io to add a feed:

• Action Type: Select Identify Customer to update profiles, or Track Event to dispatch custom behavioral triggers (e.g. submitted_enterprise_demo).
• Identifier Mapping: Select the user’s email address or unique WordPress user ID.
• Custom Attributes: Map custom fields such as company size, role, plan interest, and referral source.
• Conditional Filtering: Trigger tracking feeds only for specific form variants or user tiers.

add_filter('ge_customerio_event_payload', function($payload, $event_name, $feed, $entry) {
    // Inject campaign attribution into Customer.io event data
    $payload['utm_campaign'] = rgar($entry, '10');
    $payload['conversion_page'] = get_permalink();
    return $payload;
}, 10, 4);