Connecting Segment to Batch: from CDP data collection to cross-channel CRM activation

Unifying your data and activating cross-channel campaigns in real time: that’s exactly what the native integration between Segment and Batch makes possible. Together, the two solutions give marketing and data teams a seamless, modern, and high-performance environment.

Segment × Batch: the perfect match

Segment is a Customer Data Platform (CDP) that centralizes, unifies, and distributes customer data collected across all your digital touchpoints (web, mobile, server).

By combining a CDP like Segment with Batch’s Customer Engagement Platform (CEP), your teams cover the entire value chain:

• Collection: Segment centralizes data from your apps, websites, and third-party systems,

• Activation: Batch turns this data into personalized campaigns across Email, Push, SMS, and In-App,

• Result: your CRM scenarios go from raw data to activation in minutes.

How the integration works

This connection automatically syncs:

• User attributes (e.g. email, subscription type, preferences),

• Events (e.g. signup, purchase, add to cart).

This enriched data can then trigger personalized campaigns adapted to each user’s behavior.

Example:

A user completes a purchase: they instantly receive a thank-you push notification, followed by a cross-sell email a few days later.
The result? Smoother orchestration, better timing, and stronger impact.

CDP + CEP: a winning combination

With this connector, signals like signup, purchase, or add to cart become measurable actions, enabling finer personalization, faster time-to-market, a more efficient stack, and better ROI tracking.

Governance also improves (controlled architecture, clear mapping, stronger data quality and security), while the customer experience becomes more consistent, timely, and impactful.

Use cases:

• Personalized onboarding: each new user receives an Email + Push sequence based on their first interactions,

• Automated reactivation: when a user becomes inactive, a cross-channel journey is triggered to re-engage them,

• Smart upsell: using Segment data, Batch sends a targeted offer in under 30 seconds, based on purchase history.

How to set up the integration: a step-by-step guide

The Segment × Batch integration is quick to deploy directly from the Segment interface using Actions Destinations.

1. Connect to Segment
   Enable Batch as a destination from your Segment workspace.

2. Configure API keys
   Enter your Batch API keys to establish a secure connection.

3. Define events and attributes
   Choose the user attributes (e.g. email, subscription type, preferences) and events (e.g. signup, purchase, add to cart) to send to Batch.

4. Map the fields
   Align Segment properties (userId, event, traits) with the attributes expected by Batch.

5. Start syncing
   Go live: your data now flows automatically and becomes available for activation in Batch scenarios (onboarding, reactivation, upsell).

👉 Check out the official Segment × Batch documentation to get started today!