Add or Update Contact
Tool to add or update a contact in SegMetrics. Use when you need to upsert the contact record during data import.
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Integrate Segmetrics
with your AI CRM
SegMetrics is a marketing analytics platform that provides detailed insights into customer journeys, helping businesses optimize their marketing strategies.
Explore Triggers and Actions
Create Product
Tool to create a new product in SegMetrics. Use after confirming product details.
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Delete Contact
Tool to permanently delete a specific contact by ID or email from SegMetrics. Use after confirming the contact exists. This action is irreversible. Note: Associated invoices and purchases remain in the system.
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How the Segmetrics integration works
The Segmetrics integration connects your Dench AI CRM directly to Segmetrics, so agents can read and act on your Segmetrics data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
3 actions are available for agents to invoke on your behalf. Every call runs through Segmetrics's own authorization, scoped to the account you connect.
Set up Segmetrics in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Segmetrics and click Connect — you'll authorize access through Segmetrics's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Segmetrics in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Segmetrics integration work with Dench?
The Dench Segmetrics integration connects your AI CRM to Segmetrics, so AI agents can work with your Segmetrics data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Segmetrics via Dench?
The Segmetrics integration currently exposes 3 actions, including Add or Update Contact, Create Product, and Delete Contact. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Segmetrics to Dench?
No. You connect Segmetrics from your Dench workspace using Segmetrics's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Segmetrics integration secure?
Connections are authorized through Segmetrics's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Segmetrics connection from your workspace settings at any time.