Customer data collection and segmentation

Purpose

1.1. Capture and organize customer data from multiple channels (web forms, POS, SMS, email, chat, social), segment customers by preferences, purchase history, demographics, and engagement level, and sync results to CRM and marketing tools for targeted sales and campaigns.
1.2. Enable granular audience targeting, personalized marketing, and compliance with opt-in/opt-out standards and age verification for adult products.

Trigger Conditions

2.1. New customer registration or account creation via website, app, or loyalty platform.
2.2. Purchase or inquiry at POS terminal or web checkout.
2.3. Inbound SMS, WhatsApp, or email queries about products.
2.4. Submission of promotional contest forms, surveys, or newsletter sign-up.
2.5. Customer engagement on social pages or live chat events.

Platform Variants

3.1. Shopify
• Feature: Webhooks — triggers for new customer or order; API /admin/api/2023-01/customers.json for pulling customer data.
3.2. Square
• Setting: Customer Directory API — extract and update customer info and tags.
3.3. WooCommerce
• Function: REST API — fetch customer accounts and transactional records; endpoint /wp-json/wc/v3/customers.
3.4. Magento
• Setting: Customer Management API — retrieve and segment customer profiles; endpoint /rest/V1/customers/search.
3.5. Twilio SMS
• Feature: Messaging Webhook — capture SMS opt-ins for segmentation; endpoint /Messages.
3.6. SendGrid
• Function: Inbound Parse Webhook — auto-extract data from incoming emails or form sends.
3.7. Mailchimp
• Setting: API Lists — add or update audience members with merge-fields for segmentation.
3.8. HubSpot
• Feature: Contacts API — push and segment contacts using properties via /crm/v3/objects/contacts.
3.9. Salesforce
• Setting: REST API SObjects — insert or update Contacts/Leads and assign to lists.
3.10. ActiveCampaign
• Feature: Contacts API v3 — tag and update subscriber details; /api/3/contacts endpoint.
3.11. Intercom
• Function: Leads API — capture and categorize customer messages and attributes.
3.12. Zendesk
• Setting: Users API — collect customer data from support interactions.
3.13. Zapier
• Feature: Webhooks and app integrations — consolidate multi-channel data to CRM and mailers.
3.14. Klaviyo
• Setting: Profiles API — update or log customer attributes on events.
3.15. Pipedrive
• Function: Persons API — store and segment sales leads with custom fields.
3.16. Typeform
• Feature: Responses API — process new form fills and push to database.
3.17. Google Sheets
• Setting: API — enter and filter data rows for manual and automated segmentation.
3.18. Facebook Lead Ads
• Feature: Webhook Callback — receive and parse leads for direct import.
3.19. Drift
• Function: Contacts API — sync chat users with marketing lists.
3.20. Freshsales
• Setting: Contacts Module API — ingest and label captured customers.

Benefits

4.1. Rapid, error-free collection and organized segmentation across all sales & touchpoints.
4.2. Higher conversion via granular personalization and timely offers to targeted segments.
4.3. Accelerated campaign building and compliance (age gates, consent) with reduced manual effort.
4.4. Increased CLV and satisfaction by anticipating customer needs based on behaviour and preferences.