1.Detect new or updated deals
Integrate Zoho CRM and CRM fields to map the deal source email into contact email data and tags.
Add qualified deal contacts to ad audiences quickly
Automatically monitor new or updated module entries in Zoho CRM across advertising and PPC platforms. Create and update when qualifying deals produce a valid emailβso you can build remarketing audiences, tag segments by deal stage, and avoid manual list cleanup.
How this automation accelerates your retargeting audiences
When new or updated module entries in Zoho CRM happen, missing timing or wrong contact inclusion can cause messy audience lists. This automation monitors deals and maps contact emails, filters records, delays writes, and adds contacts to Microsoft Advertising customer listsβso your team can grow segmented audiences.
Zoho CRMor swap with your favorite app
2.Filters for valid email records
Integrate Filter by Zapier and validation rules to continue only records with a valid email and allowed account types.
Filter by Zapieror swap with your favorite app
3.Waits one minute before writing
Integrate Delay by Zapier and timing controls to pause for one minute to smooth downstream audience writes.
Delay by Zapieror swap with your favorite app
4.Adds contacts to ad audiences
Integrate Microsoft Advertising and audience lists to add contact emails as Email audience members with optional tags.
Microsoft Advertisingor 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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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