1.Detect updated contacts
Integrate Microsoft Dynamics 365 CRM and CRM updates to pull the updated contact record and timestamp for targeting.
Add updated CRM contacts to your ad campaign audiences
Automatically monitor updated contact records across Microsoft Dynamics 365 CRM and LinkedIn Ads. Create and update when contact updates, marketing consent appears, or audience matches are missingβso you can refresh ad audiences, improve member matching, and keep retargeting targets current without manual exporting.
How this automation updates your retargeting audiences
When contact updates sit in CRM but are not reflected in ad audiences, targeting gets stale and spend can waste. This automation pulls updated contacts, filters and normalizes them, then creates or updates LinkedIn Ads audiences and adds membersβso your team can retarget with fresher audiences.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Filter qualifying records
Integrate Filter by Zapier and data validation to continue only for qualifying records and skip duplicates.
Filter by Zapieror swap with your favorite app
3.Normalize matching identifiers
Integrate Formatter by Zapier and data formatting to normalize email and location fields for reliable audience matching.
Formatter by Zapieror swap with your favorite app
4.Update matched audience members
Integrate LinkedIn Ads and audience management to create or update matched audiences and add the contact as a member.
LinkedIn 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
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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