Add closed job contacts to advertising customer lists
Add closed job contacts to advertising customer lists
Approved roofing jobs aren't added to ad audiences, so closed customers miss retargeting and lookalike segments. Closed contacts auto-add to advertising lists, keeping audiences current within 24 hours.
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Overview
Closed jobs often never make it back into audience lists, leaving retargeting and measurement incomplete. This workflow captures approved-job contacts, enriches them with normalized identifiers and job value, then pushes conversions and customer-list entries so campaign managers see closed-deal audiences updated within 24 hours.