Product Release: CRM Sync + Smarter Segments

It’s happened to all of us.

You launch a campaign and check who’s engaging...

…and someone from a closed-lost deal is clicking your ads.

Or a new lead from a non-priority account appears in your nurture flow.

Cue the Mean Girls moment:

“She doesn’t even go here!” 😩

Now, with Vector’s Salesforce and HubSpot updates, your segments can finally reflect who does go here and exactly where they are in your funnel.

What's included

Target Account List Sync

Bring in your hand-picked, high-priority accounts from Salesforce or HubSpot. No manual uploads. No messy filters.

Think:

• ICPs
• Open opportunities
• Current customers
• Strategic target accounts

Account + Deal Stage Logic

Add real CRM context to your segments. Filter contacts by where their account sits in your pipeline like “Open Opportunity,” “Customer,” or “Closed-Lost.”

Perfect for:

• Re-engaging closed-lost deals with a new offer
• Prioritizing mid-funnel buyers
• Running win-back or expansion campaigns
• Suppressing happy customers from prospecting

How it works

• In Salesforce, Vector can read List Views you’ve shared, giving visibility into Account or Opportunity stages.
• In HubSpot, you can pull in target accounts and filter by lifecycle stage or deal stage—and we can log activities or create new contact/company records if desired.

You can also map custom fields (like “Vector Segment Name”) to track campaign source, create smarter list views, or score contacts more accurately.

If you're ready to start, check out the Hubspot Integration Guide and the Salesforce Integration Guide.

With this data, your team will be saying:

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Why this matters

Let’s be honest, your CRM already knows who’s in pipeline and who just churned.

But if your ad campaigns or email flows can’t tell the difference, you’re wasting time and budget.

These new features give you a direct line between CRM context and campaign activation—so you can:

• Reduce wasted spend
• Personalize messaging by funnel stage
• Trigger plays based on real-time behavior + stage
• Align better with Sales and CS

And because Vector doesn’t write or store your CRM data, you’re always in control.

We only use what’s essential—and only when you say so.
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(yes, Aaron Samuels, we get it.)

Now, create segments to take action

With CRM context flowing into Vector, you’re not just seeing who your buyers are. You’re building dynamic segments around them, layering in real-time behavior like site visits, ad clicks, or off-site intent.

Need inspiration? Vector comes with 26+ ready-to-run playbooks that help you:

• Retarget open opps visiting your site this week
• Trigger outbound for accounts showing competitor research
• Suppress won deals from prospecting flows
• Reactivate cold pipeline when contacts re-engage

Every segment is flexible, customizable, and built to evolve with your funnel. Start with a few, then scale what’s working.

Learn more about segmentation and use cases here.

Final thoughts

This isn’t just a better way to build segments, it’s a better way to go to market:

Marketing can launch stage-specific campaigns that actually reflect what’s happening in the funnel.
Sales gets cleaner signals on who’s in-market (and who’s not).
RevOps can trust that CRM logic flows through every motion without manual workarounds.

With Vector’s CRM sync, your targeting finally catches up to your strategy.
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No more guesswork. No more generic plays. Just high-fit contacts, high-intent signals, and the ability to act—fast.

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