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Update audience lets you programmatically manage which audiences a contact belongs to as they move through a workflow. This makes it easy to control segmentation dynamically, ensuring contacts are always in the right lists for targeting, suppression, or routing. There are two available audience actions:

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Add to

  • Adds the contact to the selected audience.
  • If the contact is already a member of that audience, nothing changes — they will not be duplicated or re-added.
  • Example: when a lead becomes a customer, you can automatically add them to a “Customers” audience for future retention campaigns.

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Remove from

  • Removes the contact from the selected audience.
  • If the contact is not currently a member of that audience, nothing changes — the action simply skips.
  • Example: when a trial ends, you can automatically remove contacts from a “Free Trial” audience so they no longer receive onboarding emails.

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Example Use Cases

  • When Opportunity Stage = Closed Won , add contact to “Customer” audience to start recieivng educational, upsell, informational nurture
  • If Account Tier = Enterprise , add contact to “Enterprise Re-Targeting” audience for upsell
  • If Status = Disqualified , remove contact from all nurture sequences