1.Detects prospect pending
Integrate RevBoss, CRM prospect signals, and contact data to detect prospect pending and start retargeting qualification.
Add new prospects to retargeting audiences in minutes
Automatically monitor prospect pending events across RevBoss and filtering across Filter by Zapier for AdRoll retargeting audiences. Create and update retargeting audience members when prospect pending or prospect qualifies or contact info available—so you can map attributes, normalize emails, and add users to segments without manual audience updates.
How this automation accelerates your retargeting audiences
When prospect pending events arrive, incomplete entries can slip into ad audiences and waste targeting budget. This automation filters qualifying prospects, normalizes contact details, and adds users to AdRoll segments—so your team can include them instantly.
RevBossor swap with your favorite app
2.Filters qualifying prospects
Integrate Filter by Zapier and CRM rules to continue only for prospects with valid state and contact details.
Filter by Zapieror swap with your favorite app
3.Normalizes audience attributes
Integrate Formatter by Zapier and email formatting tools to lowercase and trim emails and map audience attributes.
Formatter by Zapieror swap with your favorite app
4.Adds user to segment
Integrate AdRoll and retargeting segment setup to add the cleaned email to the configured retargeting audience.
AdRollor 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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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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