Loading
Loading
  • Home

  • Automation with Zapier

  • Zapier tutorials

Zapier tutorials

2 min read

Automatically send lead information to your ad tools

By Ellie Huizenga · December 28, 2022

When you get a new lead you want to add them to your marketing campaigns immediately—while your business is top of mind. Plus, if a lead fails to convert, adding them to a retargeting campaign in a timely manner is a valuable way to recapture their interest. 

Apps like LinkedIn Matched Audiences, Facebook Custom Audiences, and Google Ads help make high-converting campaigns, and it's important to get customer data to them as quickly and accurately as possible. Enter automation. 

Automatically add lead information to your ad tools

The workflows you build in Zapier—we call them Zaps—can automatically add leads to your custom-matched audiences in your ad tools. That way, leads get the tailored content you've built that will turn them into customers. Use automation to instantly send leads from your lead management apps (like a form or your CRM) to your ad tools. 

Every Zap follows the same structure: When this happens, do that.

A Zap always consists of two parts:

  • The trigger: an event that starts a Zap, like when a new lead fills out a form on your website or makes a purchase.

  • The action: an event a Zap performs after it's triggered, like sending that contact data to your ad tool. A single Zap can perform one or more actions.

To help you get started, we collected a few popular Zaps that send leads to your ad apps. Just click on a Zap template below to get started.

You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.

Add lead information to Facebook Conversions:

Add new LinkedIn Lead Gen Form form responses to Facebook Conversions

Add new LinkedIn Lead Gen Form form responses to Facebook Conversions
  • LinkedIn Ads logo
  • Facebook Conversions logo
LinkedIn Ads + Facebook Conversions

Send new email events in Hubspot to Facebook Conversions

Send new email events in Hubspot to Facebook Conversions
  • HubSpot logo
  • Facebook Conversions logo
HubSpot + Facebook Conversions

Send new lead events on Zoho CRM to Facebook Conversions

Send new lead events on Zoho CRM to Facebook Conversions
  • Zoho CRM logo
  • Facebook Conversions logo
Zoho CRM + Facebook Conversions

Send new PayPal sale events to Facebook Conversions

Send new PayPal sale events to Facebook Conversions
  • PayPal logo
  • Facebook Conversions logo
PayPal + Facebook Conversions

Add lead information to LinkedIn Matched Audiences: 

You can add lead information to LinkedIn Matched Audiences through Zapier's LinkedIn Ads integration with these Zaps:

Add contacts from new won deals on Pipedrive to LinkedIn Matched Audiences

Add contacts from new won deals on Pipedrive to LinkedIn Matched Audiences
  • Pipedrive logo
  • LinkedIn Ads logo
Pipedrive + LinkedIn Ads

Add new Salesforce leads to a LinkedIn Matched Audiences segment

Add new Salesforce leads to a LinkedIn Matched Audiences segment
  • Salesforce logo
  • LinkedIn Ads logo
Salesforce + LinkedIn Ads

Add new HubSpot list contacts to LinkedIn Matched Audiences segments

Add new HubSpot list contacts to LinkedIn Matched Audiences segments
  • HubSpot logo
  • LinkedIn Ads logo
HubSpot + LinkedIn Ads

Add lead information to other ad tools: 

Add people to Google Ads Custom Lists for new Agile CRM deals

Add people to Google Ads Custom Lists for new Agile CRM deals
  • Agile CRM logo
  • Google Ads logo
Agile CRM + Google Ads

Add new Gleam.io campaign subscribers to Instagram Custom Audiences

Add new Gleam.io campaign subscribers to Instagram Custom Audiences
  • Gleam.io logo
  • Instagram Custom Audiences logo
Gleam.io + Instagram Custom Audiences

Create lead events in TikTok Conversions for each contact recently created or updated in HubSpot

Create lead events in TikTok Conversions for each contact recently created or updated in HubSpot
  • HubSpot logo
  • TikTok Conversions logo
HubSpot + TikTok Conversions

If you want to send leads to your ad tools but use other apps or want to have your Zap complete more than one action—you can build one yourself. It takes five steps:

  1. Create a new Zap in your Zapier account. From your dashboard, click + Create Zap.

  2. For your trigger app, select the platform you use for collecting or tracking leads, like your form app or your CRM. Then, choose the trigger event that corresponds with a new form submission or lead status change. Look for phrases like "new submission," "new entry," or "status change."

  3. Select your ad tool and choose the action event you need, like "add new lead".

  4. Next, complete the action fields, mapping information from your form or CRM to the lead information you're adding to your ad tool. You'll use these fields to send information between your apps. 

  5. Test your Zap, and if all looks good, turn it on. Now, sending your leads the right marketing communications is on auto-pilot! And you can watch those sales roll in. 

To add more action steps, repeat steps three and four, testing when you've finished.

Use automation for easier lead targeting

Never miss a warm lead with easy, automatic ad targeting. Use Zapier to send leads from other apps to custom audiences in your ad tools. That way, you can make the most of your marketing efforts—increasing speed, data accuracy, and ROI.

Related reading: 

  • 6 ways to automate your PPC campaigns

  • Use Google Ads with Zapier to increase ROI

  • Create hyper-targeted ads with Facebook Conversions API

  • How to use LinkedIn Matched Audiences to convert hard-to-get leads

  • How to automate Instagram Lead Ads

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

tags

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'