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Contact Segmentation: Build Dynamic Lists Inside Your CRM

Build smart contact lists from any CRM data such as tags, stages, engagement, custom fields, you name it. They update automatically to keep the segments always current. Send emails, SMS, or trigger workflows to any list in one click.

100%

Higher Engagement

80%

Time Savings

15M+

Contacts Segmented

Smart Segment Builder

High-Value Customers

2,847

Frequent Buyers

1,523

At-Risk Customers

456

AI Confidence Score

98.3%

Auto-Updated

24/7

Powerful Segmentation Features

Easily turn your customer database into useful groups with smart filters and AI. Save hours of manual work and make better marketing decisions.

Dynamic List Management

Create lists that update automatically as contacts change. When someone opens an email, submits a form, or moves to a new pipeline stage, they're added or removed from relevant segments in real time.

Advanced Filtering

Filter contacts by any CRM field - tags, pipeline stage, email open history, form submissions, last activity date, custom fields, and more. Combine multiple filters with AND/OR logic.

Real-Time Updates

Segments refresh automatically when contact data changes. No manual list maintenance - your segments always reflect the latest CRM data.

One-Click Targeting

Select any segment and send an email, SMS, or start a workflow - directly from the segment view. No need to export lists to another tool.

Comparison table: Centripe vs HubSpot Lists vs Mailchimp Audiences

Feature	Centripe	HubSpot	Mailchimp
Dynamic (smart) lists	✅	✅	✅
Static lists	✅	✅	✅
Filter by pipeline/deal stage	✅ Native	✅ (Sales Hub)	Supported via integration
Filter by email engagement	✅	✅	✅
Filter by form submissions	✅ Native	✅	✅
Filter by appointment/calendar events	✅ Native	Requires integration	Requires integration
Custom field filters	✅	✅	✅ (limited)
AND/OR logic combinations	✅	✅	✅ (paid)
Send email/SMS from segment	✅ Both native	✅ Email / ⚠️ SMS add-on	✅ Email / ⚠️ SMS add-on
Trigger workflows from segment membership	✅ Native	✅	Limited, supported through automations/journeys
Included in CRM plan	✅ No extra cost	Depends on HubSpot product and plan	Mailchimp is a separate platform, not a CRM suite

CRM Integration table: Segment triggers and actions

Segment Criteria	What You Can Do With It
Contacts who opened the last 3 emails	Send a promotional offer — they're engaged and likely to convert.
Contacts in "Proposal Sent" stage for 7+ days	Trigger a follow-up workflow — prevent deals from going stale.
Contacts tagged "trial-user" who haven't booked a demo	Send a "book a demo" email sequence — convert trial users to paid customers.
Contacts with no activity in 90+ days	Start a re-engagement campaign — reactivate dormant leads.
Contacts who submitted a specific form	Add them to a nurture sequence tailored to that form's topic.
Contacts with lead score above threshold	Notify a sales rep and automatically create a follow-up task.
Contacts in a specific geographic region	Send region-specific offers or event invitations.

Every Type of Segment You Need

Create meaningful customer segments based on any criteria that matters to your business. From simple demographics to complex behavioral patterns.

By Pipeline Stage

By Email Engagement

By Tag

By Source

By Activity

By Custom Field

Agency Use Cases

Re-Engagement Campaign for Cold Leads (Marketing Agency)

Create a smart list of contacts who haven't opened an email in 60+ days. Send a 3-email re-engagement sequence: 'We miss you' → exclusive offer → 'Last chance before we remove you.' Contacts who re-engage get moved back to the active segment automatically. Contacts who don't are tagged 'unsubscribe candidate' to keep your list clean and deliverability high.

Upsell Segment for Existing Customers (SaaS Company)

Build a segment of customers on your Starter plan who have used 80%+ of their feature limits. These contacts are primed for an upgrade conversation. Trigger a workflow that sends a comparison email showing what they'd get on the Pro plan, followed by a personal outreach from their account manager. The segment updates daily as usage data changes.

Event Follow-Up by Engagement Level (Event Organizer)

After a webinar, segment attendees into three groups: attended the full session, left early, and registered but didn't attend. Send different follow-up sequences to each group — full attendees get the recording + next steps, early leavers get a 'sorry we missed you' email with highlights, and no-shows get the recording with an invitation to the next event. All managed from one workflow using segment-based branching.

Frequently Asked Questions

Everything you need to know about smart segmentation and customer list management.

Select your filters. You can pick tags, pipeline stages, email activity, or custom fields. The system will then create a matching contact list for you. When contact data changes, the list updates itself automatically.

Use what’s in your CRM. This includes contact fields and tags. Check pipeline stages, email opens, and clicks. Look at form submissions and appointment history. Don’t forget any custom fields you’ve made.

Smart lists refresh automatically whenever contact data changes. Static lists stay as-is until you manually update them.

Absolutely. Mix and match any CRM fields using AND/OR logic. For example: contacts tagged 'lead' AND in the 'Discovery' stage AND who opened an email in the last 7 days.

Segments are based on exact CRM data, there's no prediction involved. If a contact matches your filter criteria, they're in the segment. Accuracy depends on your data quality.

Smart lists update on their own as contacts change. Static lists are fixed snapshots, they only change when you manually edit them.

Run A/B tests across different segments and see exactly what's working. Compare open rates, click rates, and conversions for each segment.

Limits depend on your plan. Check our Pricing page for the full details.

Still have questions?

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