Segment fit · Intelligence · Accepts companies
Attributes each incoming company to a segmentation (your active one unless you pick another), scores it with that segment's lead-scoring model, and attaches how that segment actually performs in your CRM. All of it becomes fields you can route, filter, or write into a message.
When to use it
Use it to prioritize a list of companies by how well they fit your ICP — score them, then keep or route the strong ones. It's also the way to bring your own CRM performance data into a workflow: you can route on a segment's win rate or average deal value, not just on the company in front of you.
What it does
For each company, it decides which segment the company belongs to, applies that segment's lead-scoring model, and writes these fields to the record:
Segment: which segment the company landed in.
Score: a 0 to 100 score that blends the company's fit with the segment's own score, using your score balance, as on recommendations.
Tier: the tier the score falls in, from 1 (best) to 4. Score and Tier are the fields to filter or route on.
Company fit: how well the company matches that segment's lead-scoring model.
Segment score: the segment's own score.
Segment win rate, Segment average deal value (USD), Segment average days to close, and Segment won count, Segment lost count, and Segment open count — how that segment has actually performed in your CRM.
Segment buyer personas, Segment trigger events, and Segment what they do — the segment's own profile, useful for personalizing outreach.
Configure it
Set Segmentation to choose which segmentation the step scores against. If you leave it alone, the step follows your workspace's active segmentation. Pick one yourself to pin the step to it, so it keeps working if your active segmentation changes later. Add it after a company sourcing step.
Cost
No credit cost. See Credits in workflows.
Gotchas
Needs an active segmentation with a lead-scoring model in your workspace. Segmentation is available on enterprise plans. If you don't see it in your account, contact your account manager or reach out to [email protected].
Works on companies only. Put it before any Find people at company step.
Pair it with a Filter or Route to act on the score. For what the score and tier actually mean, see Segmentation scoring.