**With Papo (https://papo.global/), you create email marketing campaigns directly connected to the CRM using dynamic segments. These segments work as smart lists that update automatically as contact data changes, eliminating the need to export spreadsheets or manually manage audiences.**

Instead of working with static lists that quickly become outdated, you define rules once — for example, “customers who have not engaged in 60 days” or “leads with a Lead Score above 3 stars” — and Papo keeps the audience always up to date. Contacts that no longer meet the criteria leave automatically; new contacts that start meeting them enter without manual intervention. Then simply select the segment as the target audience when creating an email campaign.

## Process summary

| Step | Action | What happens |
| :--- | :--- | :--- |
| 1. Define criteria | Choose filters by behavior, attribute, or date in the CRM | Basis for segmentation |
| 2. Save as a segment | Give it a clear name and save the filter view | Dynamic list that updates automatically |
| 3. Create an email campaign | In the Email Marketing module, create a draft and select the segment as the audience | Targeted campaign without exporting contacts |
| 4. Send or schedule | Launch the campaign immediately or schedule the send | Sends with open and click metrics |

## How CRM and Email Marketing synchronization works

The secret lies in **segments**, which are saved searches in Papo CRM’s contact base. You combine filters such as tags, Lead Score, last interaction date, lead source, and other data, and the platform displays in real time all contacts that meet these rules. When you save this view as a segment, you get a dynamic audience that is available for email campaigns and also for WhatsApp broadcasts.

### 1. Create the segment from the CRM

Go to the contact list in the Papo dashboard and use the filters to define the desired audience. For example:

- Contacts with the “Hot Lead” tag and a Lead Score above 3 stars.
- Customers who have not interacted in 90 days.
- Leads from a specific campaign in the last 30 days.

When the list is correct, save the filter as a new segment with a descriptive name, such as “Hot Leads – Email” or “60-day Reactivation.” The segment will be accessible at any time and will always remain up to date.

### 2. Use the segment as the audience in Email Marketing

With the segment ready, go to Papo’s Email Marketing module. When creating a new campaign, you can select the saved segment as the audience. The platform will automatically use all contacts that meet the criteria at that moment — no need to import files or type addresses manually.

After choosing the segment, define the email template, the sender (one of the email inboxes configured in the account), and, if desired, schedule the send date and time. The campaign can be created as a draft and launched later, or sent immediately.

### 3. Track the results

After sending, Papo displays metrics such as total sent, open rate, and clicks. Because the segment is dynamic, if you schedule a recurring campaign (for example, every Monday for “inactive for 30 days”), the recipient list will be recalculated automatically on each run, always with the contacts that fit the criterion at that moment.

## Who this strategy is useful for

- **Companies that nurture leads:** feed email sequences based on funnel stage, using segments that consider tags or Lead Score.
- **E-commerce and SaaS:** send reengagement campaigns to customers who have not interacted for a certain period, without the risk of sending to those who have already returned to buy.
- **Agencies and white label resellers:** offer clients the ability to create segmented email campaigns directly from the CRM, with your brand identity.
- **Operations that use multiple channels:** the same segment can be used in both Email Marketing and the WhatsApp Broadcast, keeping communication consistent.

## Frequently asked questions

### What is a segment in Papo?
It is a dynamic list of contacts generated from saved filters in the CRM. It updates automatically as data changes, without you having to redo the search manually.

### Do I need to export the contact list to use it in email?
No. The segment is integrated with the Email Marketing module. Just select it as the audience when creating the campaign, and the platform automatically uses the current contacts.

### Can I use the same segment in WhatsApp and email campaigns?
Yes. Segments are shared between the WhatsApp Broadcast and Email Marketing. You can create a segment once and use it in both channels.

### Does the segment update after the campaign has already been sent?
Yes. Because the list is dynamic, if you schedule recurring sends, the audience will be recalculated on each send. Contacts that no longer meet the criteria will not receive the next campaign; new contacts that start meeting them will be included.

### Do I need to have an email template ready?
Papo lets you create and save email templates to reuse in campaigns. You can create a new template directly in the Email Marketing module or select an existing one.

### Can I schedule the campaign for a specific time?
Yes. When creating the campaign, you can set the send date and time. The campaign will remain in scheduled draft mode and will be sent automatically at the chosen time.

## Read also

- [How to use Segments to create dynamic contact lists and send targeted campaigns](/hc/papo/articles/how-to-use-segments-dynamic-contact-lists-targeted-campaigns)
- How to create a segment of inactive contacts for reengagement campaigns

---

**[Start free →](https://papo.global/?utm_source=helpcenter&utm_medium=article&utm_campaign=email-marketing-campaign-crm-contact-sync&utm_content=en)**

Create your free Papo account and start sending email campaigns integrated with the CRM, at no initial cost.