1.Detect qualification flag updates
Integrate Salesforce and lead data tools to detect qualification flag changes to identify qualifying leads.
Create ad audience entry from flagged CRM leads
Automatically watch qualification flag updates on leads across Salesforce and Microsoft Advertising. Create and update audience entries when qualification flags change, regional rules match, or flagged leads qualifyβso you can add contacts to your paid audience, begin retargeting, and avoid manual retargeting setup.
How this automation accelerates your retargeting
When qualification flag updates on a lead are missed, the paid audience stays incomplete and retargeting timing slips. This automation normalizes emails, filters qualifying records, and adds contacts to Microsoft Advertising customer audience listsβso your team can start targeting faster.
Salesforceor swap with your favorite app
2.Normalize email for matching
Integrate Formatter by Zapier and email processing tools to normalize email casing to improve audience matching.
Formatter by Zapieror swap with your favorite app
3.Check qualification and region rules
Integrate Filter by Zapier and rule engines to evaluate qualification and regional criteria to keep only eligible leads.
Filter by Zapieror swap with your favorite app
4.Add contact to customer audience list
Integrate Microsoft Advertising and ad audience tools to add the contact to your configured customer audience list to enable retargeting.
Microsoft Advertisingor swap with your favorite app
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Explore all retargeting audience management automations
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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