Skip to main content
BAA Directory

Does Customer.io sign a BAA?

The answer

Signs a BAA on specific plans

Yes, on the Premium and Enterprise plans. Customer.io says you can request a BAA with it.

CRM and email. Checked on the vendor's own pages on .

Using Customer.io on a healthcare site? Curve Compliance keeps your ad tracking HIPAA-compliant around it, under a BAA on every plan. Book a call

On this page

What Customer.io says

“Execute a Business Associate Agreement (BAA): You can request to execute a BAA with Customer.io outlining your adherence to HIPAA's privacy and security standards.”

Source: Customer.io Docs, HIPAA compliance and privacy regulations, checked .

“Customer.io is a Business Associate for our customers who need to navigate HIPAA compliance in messaging with their users.”

Source: Customer.io Docs, HIPAA compliance and privacy regulations, checked .

What the BAA covers and excludes

Excludes or limits, in Customer.io's words:

  • "If you connect your own SMS provider account, you'll also want to sign a BAA with that provider directly."

What this means for ad tracking

Customer.io holds leads and patients, and teams often sync its lead stages, email clicks or purchases back to ad platforms as conversions or audiences. Each sync sends data from Customer.io to Meta, Google or TikTok.

A BAA with Customer.io covers the data inside Customer.io. It does not extend to the ad platform receiving a conversion or an audience from it. What reaches the ad platform should be a neutral event with hashed identifiers, not a lead stage or list name that names a treatment.

Curve Compliance closes that gap: it sends the conversion itself server-side, under a BAA it signs on every plan, so your campaigns keep a conversion signal without a pixel carrying patient data. Book a call to see it on your own funnel.

A business associate agreement binds only the vendor that signs it, so each vendor that handles patient information for you needs its own. To compare CRMs, see our guide to HIPAA-compliant CRM.

How Curve helps

  • Curve carries the conversion signal to your ad platforms separately, under its own BAA, so you can keep Customer.io for what it does well.
  • Curve tracks conversions server-side in place of pixels, so they reach your ad platforms from Curve's server, not from the patient's browser.
  • Curve checks every event for PHI-like patterns before it goes out, and its neutral event names keep conditions and treatments out of what the platforms see.
  • Curve hashes identifiers with SHA-256 to each platform's requirements.
  • Curve keeps attribution through booking tools, so a booked appointment is credited to the ad that brought the patient in.
  • Curve adds consent management to your site, alongside the tracking.
  • Curve signs a BAA on every plan, and Curve's team does the HIPAA-compliant setup for you in about a week.

Book a call with Curve and Curve's team will walk through your tracking setup with you.

Read the full guide

For the full picture on Customer.io and patient data, read Is Customer.io HIPAA Compliant? Lifecycle Messaging.

Frequently asked questions

Is Customer.io HIPAA compliant?

Yes, on the Premium and Enterprise plans. Customer.io says you can request a BAA with it. With a signed BAA, Customer.io can handle patient information for you, set up the way the vendor describes. The BAA does not cover ad pixels or tags on the same pages, because they send data to other companies.

Does Customer.io sign a BAA?

Yes, on the Premium and Enterprise plans. Customer.io says you can request a BAA with it. In Customer.io's words: “Customer.io is a Business Associate for our customers who need to navigate HIPAA compliance in messaging with their users.” We checked Customer.io's own pages on September 29, 2026.

Which Customer.io plans include a BAA?

Customer.io's pricing page lists HIPAA Compliance on its Premium and Enterprise plans and not on Essentials. Its docs say you can request to execute a BAA.

Does a BAA with Customer.io cover my ad pixels?

No. A BAA covers the data Customer.io handles for you. A pixel sends data from the visitor's browser straight to Meta, Google or TikTok, and none of those platforms is a party to your BAA with Customer.io.

Does Curve Compliance sign a BAA?

Yes. Curve Compliance signs a BAA on every plan, and Curve's team does the HIPAA-compliant setup in about a week. Book a call to get started.

Sources

Last checked . Vendors change their plans and terms, so confirm the current terms with Customer.io before you send it patient data.

See every tool in the BAA Directory.

Track ad conversions under a BAA

Curve signs a BAA on every plan. Curve's team sets up HIPAA-compliant conversion tracking for you in about a week, sending conversions server-side in place of pixels.

Book a call