Product Release: CRM-Based Segmentation

You know the moment.

You check the results of your latest ad campaign—and there they are:
A churned customer clicking your ads.
A lead from a non-priority account dropping into nurture.
A closed-lost opportunity getting retargeted.

Cue the Michael Scott energy:
“Why is Toby in this meeting?” 😩

Now, with Vector’s latest CRM updates, your campaigns can finally reflect who should be here—and exactly where they are in your funnel.

Why this matters

Your CRM already knows who’s in pipeline, who just signed, and who churned last quarter.
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But most ad platforms and email tools? They’re still out here like Kevin trying to do long division.

That gap creates problems:

• Ads served to the wrong contacts
• Irrelevant nurture for out-of-stage leads
• Missed opportunities to activate high-fit accounts

Vector’s new CRM sync, UTK identity support, and Funnel Vision stage integration fix that.

Now you can build segments that actually match your pipeline. No manual uploads, no guesswork, no wasted budget.

What’s new (and how to get started)

We’ve shipped several updates that supercharge your Contact-Based Marketing and Advertising. These new features give you deeper context, cleaner targeting, and smarter campaign controls—right from your CRM.

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Target Account Sync from Salesforce & HubSpot

No more downloading lists, uploading CSVs, or filtering based on outdated fields. You can now sync your high-priority accounts directly from Salesforce List Views or HubSpot Target Accounts into Vector.
Use this to automatically bring in:

• Your ICP account list
• Open opportunities
• Current customers
• Strategic ABM targets

Your campaigns stay aligned with Sales priorities without the spreadsheet shuffle.

Segment by Deal or Lifecycle Stage

Go beyond static firmographics and start building segments that reflect funnel stage and account readiness. With our new segmentation logic, you can include or exclude contacts based on where they are in your pipeline: “Open Opportunity,” “Customer,” “Closed-Lost,” and more.

Even better? You can layer in behavioral signals like:

• Site visits
• Ad clicks
• Off-site intent

This unlocks precision plays like:

• Retargeting open opps actively researching your product
• Suppressing happy customers from prospecting emails
• Re-engaging closed-lost accounts when they come back to your site

UTM Parameter Sync to CRM

Campaign attribution just got way easier. With UTM sync, you can now push key tracking parameters like source, medium, and campaign into your CRM.

This means:

• Marketing can finally trace contact engagement back to specific campaigns
• Sales can understand what drove a lead’s interest
• RevOps can cleanly report on what’s working and what’s not

All without manual tagging or extra tools.

Funnel Vision → CRM

Funnel Vision stages are now visible in your CRM, giving Sales, CS, and Marketing shared insight into where each contact sits in the journey.

Why it matters:

• Sales can prioritize outreach based on funnel readiness
• CS can see which customers are researching new solutions
• Marketing can track progression across lifecycle campaigns

This closes the loop between insight and action—no extra dashboards required.

HubSpot UTK Integration

Our new support for HubSpot’s UTK (User Token) helps enrich anonymous site traffic with real contact data, so you can improve match rates and fill in identity gaps.

That means better attribution, better segmentation, and a more connected view of who’s engaging with your site and campaigns.

Use it to:

• Match anonymous traffic to real contacts in HubSpot
• Improve engagement tracking across devices and visits
• Eliminate attribution blind spots between ad click and form fill

👉 To get started:

• Sync your Salesforce or HubSpot account to enable contact and account-level segmentation
• Explore the new segmentation builder in your Vector dashboard
• Check out the Hubspot Integration Guide and the Salesforce Integration Guide.

Contact-Based Marketing, Upgraded

With these releases, you’re not just running smarter campaigns.
You’re closing the loop between CRM, audience, and action.

✅ Right contact
✅ Right account
✅ Right stage
✅ Right time

Your CRM is the source of truth. Now your targeting can be too.