Why this matters
Teams already invested in Segment keep it as the source of truth for identity and traits. Relay identify calls through an automation tool into ReachOut's project API, and the traits you choose land on ReachOut contacts, ready for segments and campaigns.
What you get
- Keep your existing Segment tracking plan; forward only the traits campaigns need.
- Email identifies the contact; selected traits become custom fields.
- Website analytics come from the ReachOut tracker, separate from this relay.
- Segments and campaigns stay in Studio, or in your AI agent through MCP.
Setup in 4 steps
- Add custom fields.Studio → Contacts → Schema. Create a field for each trait you want to forward.
- Forward identify calls.Send Segment identify events to Zapier, n8n or Make, using the destination or source that tool supports.
- Upsert the contact.In Zapier, n8n or Make, POST /api/projects/YOUR_PROJECT_ID/contacts/search to find the contact by email. PATCH /api/projects/YOUR_PROJECT_ID/contacts/:contactId with the new customFields when it exists; otherwise POST /api/projects/YOUR_PROJECT_ID/contacts.
- Validate.Trigger a test identify call, then open Studio → Contacts and confirm the contact and its custom fields.