Through a simple integration, you will be able to use Toplyne segmentation to better target email campaigns on to convert promising leads, motivate your champions to purchase more, and re-engage with users at risk of churning. Follow our step-by-step integration guide to get started!

Setting up as a destination 🔩

  • Step - 1: Select ‘Integrations’ from the left pane.

  • Step - 2: Search for ‘’ and select it from the list of destinations.

  • Step - 3: Name your integration and click on ‘Configure’.

  • Step - 4: Name the new authentication between Toplyne and your

  • Step - 5: Filling additional information - The detour

    • Step - 5.1: Fetch Site ID and API Key from dashboard > Settings > Account Settings > API Credentials.

    • Step - 5.2: Fetch Data Center region at dashboard > Account Settings > Privacy & Data.

  • Step - 6: We're back - Input fields and complete authentication

  • Step - 7: Click on finish to complete configuration

  • Step - 8: Click on ‘Complete Integration’ and you’re done!

You should see your newly created Destination under the Connected Apps section.

Here is a short video tour of setting up as a destination

Using as a destination 🔀

Step - 1: Select the destination you just created on the export page.

When you’re on the Export stage of creating a new PQL, select Others and choose the Customer.IO integration you just set up.

Step - 2: Map the fields you wish to send to

Email and id are mandatory for integration. If ID [cid] is available on Toplyne fields, select the cid. If not, you may select the User/Account ID that Toplyne provides.

You can also choose which other information to pass to Generally, our customers export the Toplyne Conversion Score and the Toplyne Lead Status.

Any new attributes will be automatically created on

Step - 5: Add any constant fields to identify this cohort (optional)

Step - 6: Finish creating the PQL!

In the last step of creating your PQL, name the PQL, cadence of export, and click on ‘Save and Finish’.