1.Monitors new lead creation
Integrate Brivity and CRM lead tools to detect a lead record is created to trigger retargeting audience updates.
Add new CRM leads to retargeting segment for campaigns
Automatically detect new lead creation in Brivity and qualify email matches across Brivity, Filter by Zapier, and AdRoll. Add users to a CRM retargeting segment when new lead created or lead record created or CRM lead addedβso you can add retargeting users, ensure email quality, and include prospects in active campaigns without manual exports.
How this automation populates your retargeting audiences
When new leads are created but not yet added to active retargeting audiences, campaigns miss timely reach and budget efficiency drops. This automation monitors lead creation in Brivity and filters for valid emails, then adds qualified users to AdRoll segmentsβso your team can scale campaigns without manual exports.
Brivityor swap with your favorite app
2.Stops leads without email
Integrate Filter by Zapier and data validation tools to continue only when the lead has a nonempty email address.
Filter by Zapieror swap with your favorite app
3.Adds user to retargeting segment
Integrate AdRoll and audience segmentation tools to add the lead email into the CRM retargeting segment.
AdRollor 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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