1.Detect configured stage changes
Integrate Salesforce and CRM data tools to find the referenced opportunity for audience eligibility and lookup mapping.
Add closed-won contacts to advertising audiences for remarketing
Automatically monitor Opportunity field history events across Salesforce and account details in Facebook Custom Audiences. Create and update remarketing audiences when opportunities move to closed-won, recency qualifies, or accounts meet employee thresholds—so you can add matched users, keep targeting current, and launch post-sale campaigns without manual list building.
How this automation powers your remarketing audiences
When opportunity stage changes to closed-won, delays can waste ad spend and miss post-sale timing. This automation looks up opportunities and accounts, validates recency, hashes identifiers, and adds users to Facebook Custom Audiences—so your team can retarget customers without manual list building.
Salesforceor swap with your favorite app
2.Compare opportunity created dates
Integrate Formatter by Zapier and date tools to compute days since opportunity creation for the recency window check.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying accounts
Integrate Filter by Zapier and rule logic to continue only when days-since-creation fits and employee count exceeds threshold.
Filter by Zapieror swap with your favorite app
4.Hash primary contact identifiers
Integrate Code by Zapier and hashing tools to hash email, first and last name, phone, and postal code for privacy.
Code by Zapieror swap with your favorite app
5.Add hashed users to audience
Integrate Facebook Custom Audiences and ad audience matching to submit hashed fields and add users for remarketing.
Facebook Custom Audiencesor swap with your favorite app
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Optimize retargeting audience management with automated audience updates, list routing, and suppression rules
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