Today, we are pleased to announce the public release of our Segment integration. Now, you can send any customer data collected by Segment directly to Calixa just by linking your account. You'll get an instant real time view of your customers.
Once you've linked your Segment account, identify, track, and group calls that contain Account or User data will be processed by Calixa. It removes the need for you to integrate directly with the Calixa API.
In the Calixa UI, you'll immediately see the benefit of connecting with Segment
You'll have a real time view of all customer updates
You'll see a complete event timeline for every user and account
You'll see realtime metrics instantly generated from Segment events
How to connect your Segment account
You can easily connect your Segment account to Calixa during our onboarding process or afterwards click "Add Integration" our Integrations tab. We'll prompt you to sign into your Segment account to grant us access to your data. That's it! After that, you're all set.
If you have multiple Segment sources, all you need to do is go through the linking flow for each. Segment only allows linking of one source at a time. Calixa supports as many sources as you need.
Some tips about using Segment + Calixa
While Calixa can process any of your Segment events, we recommend using the Segment B2B Spec if possible. Most B2B SaaS companies have a few common, core lifecycle events for users and accounts so Segment created a common spec just for this type of company. By using the B2B Spec, you'll be better able to take advantage of account based capabilities of both Calixa and Segment.
If you have any questions about how to use the spec, don't hesitate to ask us.