Segments Page Overview

What Are Segments?

Segments are named, reusable groups of objects (companies, contacts, deals, or any entity from your connected data) defined by filter conditions you specify. Once evaluated, a Segment gives you a list of matching objects that you can use to power Tables, Actions, and reporting.

Common use cases:

Target all HubSpot companies with more than 10 associated deals

Define a cohort of high-value contacts for an outreach campaign

Build a SaaS-only company list to scope a scoring model

Create a static snapshot of accounts at a point in time

🧪

Beta feature: Segments is currently in beta. The feature is available to all plans but functionality may evolve.

Where to Find Segments

In the left sidebar, click Segments (below Tables).

The Segments list shows all segments in your workspace with the following columns:

Column	Description
Name	Segment name
Description	Optional description
Type	Dynamic or Static
Root Entity	The primary data entity the segment is built on
Objects	Number of matched objects from the last evaluation
Usage	Number of Tables using this segment
Status	Pending / Evaluating / Ready / Failed
Created	Creator and creation date

Segment Types

RevOS supports two segment types. The type cannot be changed after creation.

Dynamic

A Dynamic segment re-evaluates automatically when you click Evaluate Now or trigger evaluation from an Action. The list of matching objects reflects the current state of your data at evaluation time.

Use Dynamic when you want the list to stay up-to-date with your data.

Static

A Static segment is a manually curated, fixed list of objects. You build it by running an initial evaluation (which applies your filter conditions once to populate the list), after which the list is frozen until you explicitly re-evaluate.

Use Static when you need a stable snapshot — for example, accounts in a specific cohort at quarter-end.

How to Create a Segment

Click + Create Segment in the top-right corner of the Segments list.

Fill in Basic Information:

Name (required) — a short, descriptive label

Description (optional) — additional context for teammates

Type (required) — Dynamic or Static. Cannot be changed later.

Root Entity (required) — the primary data entity. Cannot be changed later. Entities are grouped by connection (HubSpot, Google Sheets, RevOS Tables, etc.).

Once a Root Entity is selected, the Conditions section appears. Click + Add Filter to add your first condition.

Build your filter logic (see Conditions below).

The Objects Preview panel on the right shows matching records in real time as you build conditions.

Click Create & Run to save the segment and immediately start evaluation, or click the dropdown arrow next to it and choose Create to save without evaluating.

💡

Tip: Use Create & Run for Dynamic segments so you have results immediately. For Static segments, you can use Create first to review the preview, then evaluate when ready.

Conditions

Conditions define which objects are included in the segment. Each condition is a filter row with three parts:

Property — a dimension or metric from your Root Entity or a related entity

Operator — the comparison to apply

Value — the target value

Operators by Data Type

Data type	Available operators
Text	equal to, not equal to, contains, does not contain, is empty, is not empty
Number	equal to, not equal to, greater than, greater or equal, less than, less or equal, is empty, is not empty
Boolean	is checked, is not checked
Date / DateTime	equal to, not equal to, greater than, greater or equal, less than, less or equal, is empty, is not empty, is, is not

Combining Conditions

Use + Add Filter to add another condition at the same level.

Use + Add Group to add a nested group of conditions with its own AND/OR logic.

Switch between and / or to control how conditions in the same group combine.

Selecting a Property

Clicking Select property opens a multi-step picker:

Choose a data source (e.g. HubSpot, RevOS)

Choose an entity within that source

Select a property or metric — the Properties tab lists dimensions, the Metrics tab lists numeric aggregations

If the entity is not directly reachable from the Root Entity via joins, you'll be prompted to select a join path.

How to Edit a Segment

Open the segment from the list (click its row).

Click Edit Segment in the top-right corner.

Update the Name, Description, or Conditions. Note: Type and Root Entity are locked after creation.

Click Save & Run to save and re-evaluate, or Save to save without evaluating.

⚠️

Editing conditions sets the segment status back to Pending until you re-evaluate.

Evaluating a Segment

Evaluation runs your filter conditions against the current data and updates the Objects Count.

On the segment view page, click Evaluate Now in the sidebar.

Status transitions: Pending → Evaluating → Ready (or Failed on error).

The Count Trend chart (last 30 days) in the sidebar shows how the object count has changed over time.

Version History

Every time you save a segment, RevOS creates a new version. The Version History panel in the sidebar lists all versions with creator and timestamp.

To restore a previous version:

Click the restore icon next to the version you want.

Confirm the dialog — this creates a new version with the restored configuration and resets status to Pending.

Where Segments Are Used

The Where This Segment Is Used section on the segment view page lists all Tables that reference this segment. From here you can also click + Create Table to create a new Table scoped to this segment.

💡

Note: To create a Table from a segment, the Root Entity must have a defined primary key dimension.

Show Lineage

Click Show Lineage on the edit form to open a visual graph showing how the segment's data sources connect — useful for understanding join paths when building complex multi-entity conditions.

Deleting a Segment

Open the segment and click the ⋮ menu in the top-right.

Select Delete.

Confirm the dialog.

⚠️

Deleting a segment removes it from all Tables that reference it. Tables will lose their segment scope.

Tables

Actions

Integrations Page Overview