Add Segment to Fulcrum

To add Segment to Fulcrum and send segment data to Fulcrum, follow these steps:

Step 1: Navigate to the Fulcrum's Integration Page

Step 2: Select "Connect" by Segment

  • On the integration page, look for the Segment integration.

    Fulcrum Segment Integration

  • Once you find the Segment integration, click on the "Connect". This will initiate the integration setup.

Step 3: Obtain your Segment Token

  • Open a new tab in your web browser and go to the Segment website.

  • Log in to your Segment account.

  • After logging in, navigate to the Settings > Workspace Settings.

    Fulcrum Segment Settings

  • Move to the Access Management > Tokens tab.

    Fulcrum Segment API Key

  • Generate a new token specifically for connecting Fulcrum with Segment.

  • Copy the generated Segment token to your clipboard or note it down for future reference.

Step 4: Enter Segment Token in Fulcrum

  • Return to the Fulcrum integration page you accessed in Step 1.

  • On the Segment integration setup screen, you should see a field for the token.

    Fulcrum Segment Connected

  • Paste the Segment token you obtained in Step 3 into this field.

  • After confirming the token, click on the "Connect Segment" button to proceed.

Step 5: Connect Fulcrum with Segment

  • Select Segment Source to use for Fulcrum as a destination
  • Fulcrum will attempt to establish a connection with Segment using the provided token.
  • If the token is valid and the connection is successful, you should see a confirmation message indicating that Fulcrum is now connected to Segment.
  • At this point, the integration setup is complete, and Fulcrum will start fetching data from Segment.

Now, you can create dynamic segments on the real-time data from Segment and any additional sources you have connected.