Choose your workflow

There is no “right” way to start. Pick the path that looks most like your work today.

I have a customer file

Best for CRM exports, customer lists, suppression files, and one-time projects.

Enrich a file in the platform →

I have a few records

Best for forms, lead routing, checkout, and moments where the answer needs to come back now.

Enrich records with the API →

My data lives in another app

Best for keeping HubSpot, Shopify, Klaviyo, and connected workflows current.

Choose an integration →

I want to build an audience

Best for turning customer intelligence into a reusable segment or campaign-ready audience.

Build with Segment Studio →

The simple version

1. Bring a useful customer clue. Email, phone, name and address, or another supported identifier.
2. Choose what you want back. Start with a field bundle or pick only the attributes your team will use.
3. Review the result. Keep matched and unmatched records together so nothing disappears from the workflow.
4. Put the result to work. Download it, write it back to an integration, or save the matched identities as a platform segment.

Not sure which path fits? Tell us what you are trying to do. We like interesting data problems.