Capture identify, track, and page events from all your apps and route them to CRM contact timelines for a complete customer view.
What you get
- SkedX CRM as a Segment destination
- Identify calls mapped to CRM contact creation and updates
- Track events logged on CRM contact timelines
- Trait mapping to CRM custom fields
- Real-time event streaming for instant data availability
Setup guide
How to get Segment working with SkedX CRM.
- Navigate to your Segment workspace and add SkedX CRM as a destination
- Enter your SkedX CRM API key in the Segment configuration
- Map Segment identify traits to CRM contact fields
- Select which track events to forward to CRM
- Enable the destination and verify event delivery
- Start streaming customer data to your CRM
Questions
How do I connect Segment with SkedX?
Connecting Segment to SkedX CRM takes 6 steps: Navigate to your Segment workspace and add SkedX CRM as a destination; Enter your SkedX CRM API key in the Segment configuration; Map Segment identify traits to CRM contact fields; Select which track events to forward to CRM; Enable the destination and verify event delivery; Start streaming customer data to your CRM. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the Segment integration?
With the Segment integration you can: SkedX CRM as a Segment destination; Identify calls mapped to CRM contact creation and updates; Track events logged on CRM contact timelines. Everything stays in sync with SkedX CRM.
When will the Segment integration be available?
The Segment integration is coming soon. It will connect Segment with SkedX CRM in the Analytics category.
