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    General Business automation

    Retargeting Audience Sync Across Ad Platforms

    A done-for-you everyday business automation built for the Growth Marketing Manager, connecting HubSpot and Salesforce so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Customer and website visitor segments built in the CRM (recent purchasers, cart abandoners, high-intent page visitors) sync automatically every six hours through Zapier into custom audiences on Meta Ads Manager and Google Ads, so retargeting campaigns are always working off current data instead of a list uploaded weeks ago.

    2. Customers who complete a purchase are automatically suppressed from prospecting ads within minutes to avoid wasting spend showing them an offer they already redeemed.

    3. New high-intent visitors, identified by pages viewed or time on site through Google Analytics, get added to a warm retargeting audience with a tailored ad sequence instead of the generic prospecting campaign.

    4. Every sync and audience size change logs into a Google Sheets dashboard so the growth marketing manager can spot drop-offs immediately.

    5. Keeping audiences this fresh typically lowers cost-per-acquisition by 15 to 25 percent compared to static, manually uploaded lists.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    The manual approach means a growth marketing manager handles each case reactively, after someone has already noticed something went wrong. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.

    With this automation

    • Win-back sequences triggered by inactivity, not guesswork
    • Renewals and memberships that never lapse silently
    • Referral and loyalty programs that track themselves
    • Segmented campaigns built from actual purchase history
    Related automations

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