1.Triggers on reheat flag update
Integrate Salesforce and lead databases to trigger on updated lead fields and pass lead data into the workflow.
Add reheated leads to ad audiences and tag contacts
Automatically monitor leads flagged for reheat in Salesforce across Salesforce, Filter by Zapier, LinkedIn Ads, and Ortto. Create and update when reheat flag set to true, recent update qualifies, or duplicates are skippedβso you can upload companies to ad audiences, add reheat tags to contacts, and remove exclusion tags without manual follow-up.
How this automation scales reheat retargeting audiences
When reheat-flag leads are updated without timely audience adds, ad targeting lags and growth teams miss high-intent windows. This automation triggers from Salesforce, filters qualifying updates, adds companies to LinkedIn Ads audiences, and tags matching contacts in Orttoβso your team can retarget quickly.
Salesforceor swap with your favorite app
2.Skips duplicates and old updates
Integrate Filter by Zapier and automation rules to continue only recent, qualifying updates and skip duplicate runs.
Filter by Zapieror swap with your favorite app
3.Adds company to audience
Integrate LinkedIn Ads and audience upload tools to map company fields and add the company to the reheat audience.
LinkedIn Adsor swap with your favorite app
4.Adds reheat tag to contact
Integrate Ortto and contact record tagging tools to match by Salesforce lead ID, add the reheat tag, and remove exclusion tags.
Orttoor swap with your favorite app
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