Onboarding checklist data is most valuable when it reaches your entire team. Syncing Guidez checklists to Segment means every stakeholder sees activation status in the tools they already use.
Turn activation milestones into CRM data and workflow triggers.
Checklist completion events appear in Segment in real time — so your Customer Data Platform team can see which users are progressing through onboarding and which need a nudge.
Configure Segment to respond to checklist_completed events — send celebration messages, trigger onboarding review calls, or update account health scores automatically.
Each checklist item completion fires a separate event to Segment — giving you granular visibility into which activation steps users complete easily and which they skip or struggle with.
Add the snippet, call identify() with user email and attributes. Checklist events are instantly tied to individual users.
Create checklist items in the Guidez dashboard — name each activation step, link it to the relevant tour or page, and set the completion trigger.
Enter credentials in Guidez Settings → Integrations. Checklist events start flowing within seconds of connection.
checklist_item_completed and checklist_completed events arrive in your connected tool with item name, progress percentage, and user data.
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