This guide shows you how to run customizable email sequences with Customer.io and Calendly when leads submit your Surface form—whether they complete it or drop off partway through. The sequence automatically exits when a lead books a meeting, so you never over-email someone who has already scheduled a call.Documentation Index
Fetch the complete documentation index at: https://docs.withsurface.com/llms.txt
Use this file to discover all available pages before exploring further.
How It Works
Form submission
A lead submits your Surface form (partial or completed). Surface sends a
webhook to the appropriate Customer.io URL based on the trigger.
Person & event
Two webhook-triggered campaigns in Customer.io (one for partial, one for
completed) create or update the person and add the appropriate event.
Email sequence
An event-triggered campaign starts a customizable follow-up email sequence
with delays between each email.
Prerequisites
Before you begin, make sure you have:- A Surface account with a form that supports partial submissions (e.g., multi-step form with email capture)
- A Customer.io account with Campaigns and Journeys access
- A Calendly account with API access (Personal Access Token or OAuth)
- Your Calendly event type URI for the meeting type you want to check
Setup Steps
Step 1: Webhook Trigger Campaigns
Create two webhook-triggered campaigns in Customer.io—one for partial and one for completed—each with its own URL
Step 2: Configure Surface Workflow
Set up the Surface Workflow Builder to send form data to the correct
Customer.io webhook URL based on trigger path (Dropped Off or Form Submission)
Step 3: Event-Based Email Campaigns
Create two event-triggered campaigns—one for partial submissions and one for
completed—with your follow-up emails and delays
Step 4: Calendly Meeting Check
Add a webhook node before each follow-up (after the first) to check if the lead booked a meeting and exit the campaign if so