1.Detect new or updated deal record
Integrate Zapier Tables and CRM data tools to detect a new or updated deal record and start conversion mapping lookup.
Add new deal customers to paid remarketing audiences
Automatically monitor deal stage updates and record changes across Zapier Tables and Sub-Zap by Zapier. Create and update paid remarketing audiences when conversion mappings existβso you can add audience members, post conversion events, and update tracking without manual uploads.
How this automation builds paid remarketing audiences
When deal updates do not instantly enroll the right customers, remarketing performance stalls and attribution notes get messy. This automation searches conversion mappings, finds contacts, and adds them to remarketing audiences and updates deal recordsβso your team can retarget with verified conversions.
Zapier Tablesor swap with your favorite app
2.Search for conversion mapping
Integrate Zapier Tables and conversion mapping tables to search for a stage based mapping and stop when no mapping is found.
3.Find contact or company
Integrate Zapier Tables and identity data tools to find a contact by CRM ID and continue only when email or hashed identifier exists.
4.Add to customer list
Integrate Sub-Zap by Zapier and audience management tools to add the contact to a remarketing audience using the resolved list name.
Sub-Zap by Zapieror swap with your favorite app
5.Send conversion event
Integrate Sub-Zap by Zapier and attribution payload tools to send a conversion event using deal value, currency, timestamp, and identifiers.
6.Update deal record with tracking
Integrate Zapier Tables and reporting fields to append the conversion action and audience name to the deal row for tracking visibility.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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