Segments and Entities
You may have noticed that sometimes we refer to segments or entities and you may wonder what are them.
Those concepts belong to the CRM or tool you’re integrating with. Check your tool’s specific documentation to know more about the concepts available.
A segment is formally the resulting list of contacts filtered for some information.
Each tool has its own segments available, however, you may find lists, groups, deals, pipelines and so on.
You’ll be required to choose the segmentation inside the integration settings while configuring your bridge.
In this example, you may view your segments as Deal stages, Lead sources or None. This means that you can add leads to specific stages, to specific source groups or directly to the CRM by selecting the last option available, None.
An entity is used to model and manage business data in CRM.
Contacts, Deals, Leads, etc. are all entities which hold data records. Conceptually, a CRM entity is equivalent to a database table.
For example, Contacts entity would hold contact records, Cases entity would hold cases records, and so on.
By choosing the entity, you’ll be able to select which information concept you’d like to handle within your bridge.