1.Monitors opportunity stage changes
Integrate Salesforce to watch Opportunity stage changes and pass the Opportunity ID and contact reference to your next step.
Add qualified program leads to retargeting lists today
Automatically monitor opportunity stage changes across Salesforce and Facebook tools. Create and update when stage shifts to Qualified, qualifying programs match, and contact identifiers update—so you can add retargeting audience members, send Qualified conversion events, and reduce manual audience uploads.
How this automation powers today’s retargeting and conversions
When opportunity stage changes land in multiple tools, delayed retargeting means lost conversion windows. This automation monitors Salesforce stage updates and filters qualified programs, then adds contacts to Facebook audiences and sends Qualified conversion events—so your team can scale targeting without uploads.
Salesforceor swap with your favorite app
2.Filters for Qualified program records
Integrate Filter by Zapier to continue only when the stage equals Qualified and the program is in your configured program list.
Filter by Zapieror swap with your favorite app
3.Fetches related contact and program
Integrate Salesforce to find the opportunity record and retrieve contact fields needed for retargeting and conversions.
4.Adds email to retargeting audience
Integrate Facebook Custom Audiences to add contact email as an audience member in your configured Qualified prospects list.
Facebook Custom Audiencesor swap with your favorite app
5.Sends Qualified conversion event
Integrate Facebook Conversions to send the Qualified server side event with identifiers and the opportunity change timestamp.
Facebook Conversionsor 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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