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Segmetrics

Syncs customer journey data into your CRM, updates contact records based on attribution events, and manages product catalogs to align marketing spend with actual revenue.

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Why use Ceven?

  1. AI native Segmetrics integration

    • Describe the outcome and Ceven picks the right Segmetrics calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Segmetrics data, across all 3 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Segmetrics access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Segmetrics, when, and on whose behalf.
    • The agent pauses and asks when Segmetrics is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Segmetrics.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Segmetrics action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Segmetrics, and when to use it.

Create product
Use this when you need to add a new SKU or offering to the SegMetrics catalog after confirming product details.
Delete contact
Remove a specific contact by ID. Use this after confirming the contact ID exists and is no longer needed for attribution.
Add or update contact
Upsert a contact record during data import to ensure the customer journey history remains current.
Get contact details
Pull the full attribution history and contact metadata for a specific user ID.
List products
Retrieve all products currently tracked in the system to verify catalog alignment.
Search contacts
Query contacts by email or external ID to find their specific marketing touchpoints.
Get attribution report
Pull a summary of the top performing channels for a specific date range.
Update product price
Adjust the price of an existing product to ensure revenue tracking matches the storefront.
Get lead source
Pull the original referring URL or campaign ID for a specific customer record.
List contact tags
Retrieve all tags associated with a contact to determine their current segment.
Assign contact tag
Apply a specific marketing tag to a contact based on their behavior in the journey.
Remove contact tag
Strip a tag from a contact when they move out of a specific marketing cohort.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses the upsert logic provided by the SegMetrics API. When the agent triggers an add or update contact action, it first checks for the existence of the unique identifier. If the contact exists, it merges the new data into the existing record to preserve the historical journey mapping. If the contact is new, it creates a fresh record. This ensures that your marketing attribution does not get fragmented by duplicate entries when a user changes their email or updates their profile information during a checkout process.
Yes. When you add a new product to your store, you can set up a Ceven workflow to automatically create that same product in SegMetrics. The agent pulls the product name and price from your e commerce platform and pushes it to SegMetrics. This keeps your revenue tracking accurate without requiring a manual update to your analytics catalog every time you launch a new SKU or a limited time offer, ensuring that your attribution reports always reflect your current product line.
When you trigger a delete contact action, Ceven sends a request to the SegMetrics API to permanently remove that specific ID. This action is irreversible. We recommend using a search contact action first to verify the exact ID before executing the delete. This is particularly useful for GDPR compliance requests where you must ensure that all PII is removed from your marketing analytics layer across all connected tools in your stack.
Yes. SegMetrics employs a strict rate limit on their API endpoints to maintain platform stability. If a Ceven workflow attempts to update thousands of contacts in a single burst, the API may return a 429 error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request automatically. For very large data migrations, we recommend scheduling the workflow in batches rather than as a single massive trigger to avoid hitting these limits.
Ceven only accesses the data required to execute the specific actions you authorize. If you ask the agent to find the lead source for a specific customer, it calls the read endpoint for that contact. It does not scrape your entire dashboard. All data transmitted between SegMetrics and Ceven is encrypted in transit, and the agent only holds the data in active memory for the duration of the workflow execution before clearing the context.
Ceven can manage segments by applying or removing tags from contacts based on logic you define. For example, you can tell the agent to find all contacts who came from a specific Facebook ad and have spent over one hundred dollars, then apply a VIP tag to those records. While the complex visual segmentation happens inside the SegMetrics UI, the agent provides the bridge to make those segments actionable in your other SaaS tools.
The agent acts as a middleware. It monitors your source of truth for products and uses the create product tool in SegMetrics to keep them in sync. If a product is renamed or the price changes in your store, the agent can trigger an update to the SegMetrics record. This ensures that when you look at your attribution reports, the revenue numbers match your bank deposits and your store reports exactly, removing the need for manual reconciliation.
No. Once a contact is deleted via the API, SegMetrics removes the record from their database. There is no trash bin or undo feature for API deletions. Because of this, we have designed the Ceven operator voice to require confirmation of the contact ID for delete actions. We strongly suggest maintaining a backup of your customer list in a primary CRM or database before running bulk deletion workflows through the agent.

Alternatives to Segmetrics

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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