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
- Log in to your Fulcrum (opens in a new tab) account using your credentials.
- Once logged in, navigate to the integration page.
Step 2: Select "Connect" by Segment
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On the integration page, look for the Segment integration.
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Once you find the Segment integration, click on the "Connect". This will initiate the integration setup.
Step 3: Obtain your Segment Token
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Open a new tab in your web browser and go to the Segment website.
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Log in to your Segment account.
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After logging in, navigate to the Settings > Workspace Settings.
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Move to the Access Management > Tokens tab.
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Generate a new token specifically for connecting Fulcrum with Segment.
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Copy the generated Segment token to your clipboard or note it down for future reference.
Step 4: Enter Segment Token in Fulcrum
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Return to the Fulcrum integration page you accessed in Step 1.
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On the Segment integration setup screen, you should see a field for the token.
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Paste the Segment token you obtained in Step 3 into this field.
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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.