Automate user segmentation with Swiftask and Heap
Swiftask analyzes your Heap data to build dynamic customer segments. Target the right users at the right time, with zero manual effort.
Result:
Move from raw data to immediate action. Boost conversion rates with AI-driven segmentation.
AI Agents
heap
Connector heap · Secure OAuth 2.0
Manual segmentation is holding you back
Extracting data from Heap, cleaning it, and manually creating segments in your CRM or marketing tools is slow and error-prone. Your segments are often outdated by the time you use them.
Main negative impacts:
Static and outdated segments
User behavior changes fast. Manual segmentation fails to reflect the current reality of your customer base.
High technical dependency
Every new segmentation often requires help from a data analyst or engineer, slowing down your campaigns.
Missed conversion opportunities
Without real-time segmentation, you send generic messages instead of personalized interactions based on recent behavior.
Swiftask connects to Heap to analyze user events continuously. The AI automatically segments your audience based on business rules and syncs these segments with your other tools.
BEFORE / AFTER
What changes with Swiftask
Traditional segmentation process
A marketing team asks for a data extract. 3 days later, they get a CSV. They upload it to their email tool. The data is already old, and campaigns lack relevance.
Dynamic segmentation with Swiftask
Swiftask monitors your Heap events. As soon as a user changes behavior (e.g., cart abandonment, power user status), they are automatically added to the right segment. Your campaigns stay up to date.
Automate your Heap segmentation in 4 steps
1
STEP 1 : Connect your Heap data
Link your Heap account to Swiftask in a few clicks to allow the ingestion of behavioral events.
2
STEP 2 : Define your segment criteria
Use natural language to ask Swiftask to create segments (e.g., active users who visited the pricing page 3 times).
3
STEP 3 : Configure synchronization
Choose where to send these segments (CRM, email tool, ad platform) for immediate activation.
4
STEP 4 : Launch AI automation
The Swiftask agent runs in the background, updating your segments in real-time with every new event.
Advanced segmentation capabilities
Swiftask analyzes frequency, recency, event types, and user properties present in Heap.
- Target connector: The agent performs the right actions in heap based on event context.
- Automated actions: Funnel-based segment creation. Churn risk identification. 'Power user' detection. Bi-directional sync with third-party tools.
- Native governance: All segment changes are logged, allowing you to understand your customer base evolution over time.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-heap@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why automate with Swiftask
Real-time segmentation
Your segments reflect what your users are doing right now, not what they did last month.
Marketing creative freedom
Create complex segments without writing a single line of code or SQL.
Enhanced personalization
Improve engagement rates by sending ultra-contextual messages based on Heap data.
Operational agility
Change your segmentation criteria instantly to test new growth hypotheses.
Data-marketing alignment
Ensure your entire marketing stack uses the same audience definitions.
Privacy and governance
Swiftask applies enterprise-grade security standards for your heap automations.
- Secure Heap access: Swiftask uses read-only API tokens to extract your behavioral data.
- GDPR compliance: Data is processed in an anonymized or pseudonymized manner according to your security policies.
- Full audit trail: Keep track of every segmentation rule created and every sync performed.
- Total control: You maintain full control over what data leaves Swiftask to your third-party tools.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Time to create a segment | 2-5 days | Under 5 minutes |
| Data freshness | Weekly | Real-time |
| IT/Data team load | High | Zero |
| Conversion rate | Baseline | +20% on average |
Take action with heap
Move from raw data to immediate action. Boost conversion rates with AI-driven segmentation.