Lists that build and update themselves
Dynamic Segments turn live CRM behavior into self-updating audiences, so the right contacts move in and out of every campaign automatically, in real time, with zero manual list-building.
How it works
Static lists go stale the moment you export them. Dynamic Segments define audiences by what people actually do, page views, opens, deal stage, purchases, inactivity, and recompute membership continuously as your CRM records change. Because segments read live from the same database that runs your sales pipeline, there's no sync lag and no separate ESP audience to reconcile.
Rule-based audiences
Combine any CRM and email signals with and/or logic to define exactly who belongs in a segment.
- Filter on behavior, attributes, and deal stage
- Nested and/or conditions
- Reusable segment templates
- Live preview of matching contacts
Real-time membership
Contacts enter and leave segments automatically within seconds of a qualifying action.
- ~30s average refresh latency
- Auto-add on trigger events
- Auto-remove when rules no longer match
- No scheduled rebuilds required
CRM-native behavior
Segment on the same activity your sales team sees, from site visits to closed deals, all in one system.
- Web and product activity signals
- Email engagement history
- Pipeline and lifecycle stage
- Custom fields and tags
Where teams use it
Built for real revenue work.
Trigger-based nurture
Auto-populate a nurture segment the instant someone views pricing three times, then remove them when they book a demo.
Win-back and inactivity
Catch contacts who haven't opened in 60 days into a self-updating win-back audience without ever touching a spreadsheet.
Lifecycle targeting
Keep separate segments for trials, active customers, and churned accounts that always reflect the current deal stage.
“We deleted every static list we had. Segments now update as deals move, so a customer never gets the trial email again. Our re-engagement clicks nearly doubled.”
FAQ
Questions, answered.
How is a dynamic segment different from a saved list?
A saved list is a snapshot frozen at export time. A dynamic segment is a live rule: membership recomputes continuously as contacts act, so people join and drop off automatically. You define it once and it stays accurate forever without manual upkeep.
What signals can I segment on?
Anything in the CRM, including web and product activity, email opens and clicks, deal and lifecycle stage, purchase history, custom fields, and tags. You combine them with nested and/or logic to target precisely.
How is this better than Klaviyo or Mailchimp segments?
Those tools segment on data synced into a separate ESP, which lags and often costs per contact. Leadify segments read live from the same database as your sales pipeline, so they reflect the current state instantly and there are no per-contact fees for larger audiences.
How fast do segments update?
Membership refreshes in about 30 seconds on average after a qualifying event. That means a contact who just hit your pricing page can be in the right nurture campaign almost immediately, not on tomorrow's batch rebuild.
Retire your static lists
Build segments that stay accurate on their own, powered by live CRM behavior.