1.Detect new opportunity record
Integrate Salesforce and crm fields to pull contact identifiers and tracking IDs when a new Opportunity is created.
Add new opportunity contacts to customer match list
Automatically detect new Opportunity records in Salesforce and prepare contact identifiers across Salesforce and Google Ads. Create and update customer match entries when opportunities are created, tracking IDs appear, or marketing flags are setβso you can normalize identifiers, upload audience members, and retarget recent prospects without manual list maintenance.
How this automation grows your customer match
When new Opportunity records get created without audience-ready identifiers, retargeting campaigns miss timely prospects. This automation filters qualifying leads, normalizes contact identifiers, and adds them to Google Ads Customer Matchβso your team can retarget faster without manual cleanup.
Salesforceor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and record rules to stop processing unless a tracking ID or marketing flag is present.
Filter by Zapieror swap with your favorite app
3.Normalize emails and phones
Integrate Formatter by Zapier and data normalization tools to format phone and lowercase email mappings for audience matching.
Formatter by Zapieror swap with your favorite app
4.Upload to customer match
Integrate Google Ads and audience upload tools to add matched identifiers to Customer Match with personalization flags.
Google Adsor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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