1.Detects new lead record creation
Integrate Salesforce and CRM lead tracking to detect a new lead record and to centralize lead matching inputs.
Add new CRM leads to customer match list
Automatically monitor new lead records across Salesforce and customer match lists in Google Ads. Add qualified leads by normalizing emails and creating customer match membersβso you can launch retargeting without manual list updates.
How this automation grows your customer match reach
When new CRM leads appear but matching work is manual, audiences go stale and retargeting opportunities get missed. This automation normalizes lead emails, filters consented records, and adds members to your Google Ads customer match listβso your team can retarget faster.
Salesforceor swap with your favorite app
2.Normalizes email for matching
Integrate Formatter by Zapier and data formatting tools to normalize the lead email for consistent customer match lookups.
Formatter by Zapieror swap with your favorite app
3.Filters consented qualifying leads
Integrate Filter by Zapier and qualification rules to continue only when email exists and inclusion consent is set.
Filter by Zapieror swap with your favorite app
4.Adds member to customer match list
Integrate Google Ads and advertising audience tools to add a customer match member and map lead attributes to membership metadata.
Google Adsor swap with your favorite app
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Explore all retargeting audience management automations
Optimize retargeting audience management with automated audience updates, list routing, and suppression rules
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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