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.
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 Your segments are often outdated by the time you use them.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:
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
STEP 1 : Connect your Heap data
Link your Heap account to Swiftask in a few clicks to allow the ingestion of behavioral events.
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).
STEP 3 : Configure synchronization
Choose where to send these segments (CRM, email tool, ad platform) for immediate activation.
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.
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
1. Real-time segmentation
Your segments reflect what your users are doing right now, not what they did last month.
2. Marketing creative freedom
Create complex segments without writing a single line of code or SQL.
3. Enhanced personalization
Improve engagement rates by sending ultra-contextual messages based on Heap data.
4. Operational agility
Change your segmentation criteria instantly to test new growth hypotheses.
5. 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.
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.