How to push segment membership to Salesforce

Last updated: October 9, 2026

Push which N.Rich segments each account belongs to into Salesforce, so you can see segment membership next to your Salesforce accounts. This is available for Salesforce only.

Before you start

Create the custom object nrich_AccountSegment__c with its required fields in Salesforce. N.Rich does not create it for you. Follow the "Segments object" section in Which Salesforce fields and objects do I need to create?

How to turn it on

  1. Go to Settings (cog icon) > CRM.

  2. Turn on "Push account segment data to CRM".

  3. Click SAVE.

What happens

N.Rich creates one record per account and segment on the custom object, linked to the Salesforce account. The push runs about every 4 hours. For all sync timings, see How often does Salesforce sync with N.Rich?

If the push fails

If the custom object is missing, the push fails with the error "Unable to find object: nrich_AccountSegment__c". Create the object as described above. For other issues, see How to fix Salesforce integration problems.

Using HubSpot?

HubSpot doesn't receive segment membership. Instead, you can create companies in HubSpot from a segment. See How do I create N.Rich accounts in HubSpot from a segment?

What's next

Need help? Reach out to your Solutions Engineer via the chat in the bottom-left corner of the N.Rich platform, by email or Slack.