1.Detect deal filter matches
Integrate Pipedrive and CRM filters to watch deal matches and continue only for records with contact email to proceed.
Add qualified CRM deals to retargeting audience automatically
Automatically detect deal matches in Pipedrive and route qualified contacts across Microsoft Excel, Formatter by Zapier, and ActiveCampaign. Create and update retargeting list contacts when qualifying deals appear, contact email is present, or filter matching triggers—so you can start campaigns, enrich fields, and log CRM notes without manual follow-up.
How this automation expands your retargeting reach
When deal matches configured filter and contact email is present, qualified prospects stall in CRM. This automation enriches subscriber details and adds them to ActiveCampaign retargeting lists and starts the configured automation—so your team grows audiences automatically.
Pipedriveor swap with your favorite app
2.Compute campaign date fields
Integrate Formatter by Zapier and date formatting tools to compute campaign timestamps to populate subscriber fields.
Formatter by Zapieror swap with your favorite app
3.Lookup owner and broker details
Integrate Microsoft Excel and mapping workbooks to look up owner or broker details and map them to subscriber fields.
Microsoft Excelor swap with your favorite app
4.Add contact to retargeting list
Integrate ActiveCampaign and marketing automation tools to add or update contacts in the retargeting list and start automation.
ActiveCampaignor swap with your favorite app
5.Record CRM note on success
Integrate Pipedrive and CRM note logging to create a note on the originating deal referencing the retargeting action.
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