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Segmentation & Audiences

Audiences built from everything you know about a contact

Salesforce fields, warehouse columns, custom objects, page visits, email activity, form submissions, and campaign status in one filter. Membership updates the moment the data changes.

The challenge

What's broken today

The best signals live outside the platform

Product usage, billing tier, and intent scores sit in the warehouse where the smart list can't reach.

New segments wait on a data team

Anything beyond a standard filter means a sync job, a new field, and a sprint. Filtering on a related object, like subscriptions or seats, is off the table.

Lists go stale on arrival

A CSV doesn't know when a contact becomes a customer, changes jobs, or unsubscribes.

The solution

How Conversion solves this

Every source in one filter

Contact, company, and opportunity fields sit next to warehouse columns, campaign membership, and any custom object you have modeled, like subscriptions, seats, or events attended. Combine them with AND, OR, and NOT groups. The count updates as you build.

Where all of 1,284 contacts
Salesforce Account tier is Tier 1
Snowflake plan_tier is Growth
Intent Surging on includes attribution
Visited pricing ≥ 2 times · last 30 days
Opened email ≥ 1 · last 14 days
Submitted form any · last 90 days
Did not attend webinar last 60 days

Filter on what people did, and when

Page visits, email opens and clicks, form submissions, workflow runs, and custom events. Set a window like the last 30 days and a threshold like three or more.

Updates the second the data changes

No batch job. A contact who closes as a customer leaves the acquisition audience immediately, in the workflow, the send list, and the synced ad audience.

Acquisition audience Halcyon Health left · closed won just now
Nurture workflow Updated
Newsletter send list Updated
LinkedIn synced audience Updated

Tier 1 accounts who registered for the webinar but did not show, active in the last month

Where all of 126 contacts
Account tier is Tier 1
Webinar status is No-show
Last activity within 30 days

Describe the audience, get the conditions

Type what you want. Conversion writes the conditions against your real fields and events, and you can edit any of them before saving.

FAQ

Frequently asked questions

No. Conversion connects to Snowflake, BigQuery, Databricks, and Redshift directly. Warehouse columns appear in the filter alongside CRM fields with no copy step.

Dynamic audiences recalculate as fields and events change. Static audiences hold a fixed set until you add or remove contacts.

Yes. Filter on account ARR, open opportunity stage, or any custom object field from the same filter. Conditions traverse from a contact to its company and opportunities.

Yes. Link any audience to Google, Meta, or LinkedIn and it stays in sync as membership changes. No CSV exports.

Yes. Every audience shows its conditions and current members, and a contact's record shows the audiences it belongs to. Generated conditions are stored as ordinary conditions you can read.

Build a segment on data your platform has never seen

Bring a warehouse table, a Salesforce field, and a custom object. We'll build the audience live and show the count.