1.Monitor new or updated lead records
Integrate Microsoft Dynamics 365 CRM and crm data mapping tools to detect new or updated lead records and map lead identifiers and email.
Add qualified CRM leads to advertising customer list
Automatically monitor new or updated lead records across Microsoft Dynamics 365 CRM and Google Ads. Create and update when qualifying records match campaign tags and lead class and after a qualification delayβso you can build remarketing audiences, respect qualification windows, and activate targeted campaigns without manual audience uploads.
How this automation builds your retargeting audiences
When new or updated lead records appear in Microsoft Dynamics 365 CRM, delays can cause missed remarketing opportunities. This automation filters qualifying records, waits through qualification windows, and adds leads to Google Ads customer listsβso your team can launch targeted campaigns.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Filters leads by campaign and class
Integrate Filter by Zapier and rule matching tools to continue only for qualifying records where campaign tags and lead class or source match.
Filter by Zapieror swap with your favorite app
3.Waits qualification window before export
Integrate Delay by Zapier and scheduling tools to wait through the configured qualifying period using the created date as the start.
Delay by Zapieror swap with your favorite app
4.Adds leads to customer list
Integrate Google Ads and audience segmentation tools to add the source email to the customer list and apply campaign and class labels.
Google Adsor 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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