Marketing and Customer RetentionPurpose
1.2. Maintain audience freshness, reduce manual labor, enable real-time segmentation, connect email/CRM/PoS data for hyper-personalized follow-up in marketing.
1.3. Sync data from ecommerce, CRM, and order management systems into ad platforms, ensuring campaigns focus on high-potential prospects and past buyers.
1.4. Comply with privacy and opt-out regulations by automating suppression of opted-out or unsubscribed contacts from advertising audiences.
Trigger Conditions
2.2. User abandons shopping cart.
2.3. Purchase completed online or in-store.
2.4. Contact unsubscribes or updates consent.
2.5. CRM/PoS system receives new record.
2.6. Scheduled daily audience sync.
2.7. Tag/segment update in CRM or marketing list.
Platform Variants
3.1. Google Ads
• Feature/Setting: Customer Match API — Upload email/phone-based audience lists for retargeting.
• Sample: Automate list uploads after checkout or sign-up events.
3.2. Facebook (Meta) Ads
• Feature/Setting: Marketing API — Update Custom Audiences with CRM/email sync.
• Sample: Daily scheduled sync of buyers/abandoners to Custom Audiences.
3.3. Shopify
• Feature/Setting: Webhooks — Trigger on new order/update abandon cart status.
• Sample: Connect webhook to export contact info for ad audience update.
3.4. WooCommerce
• Feature/Setting: REST API — Retrieve shoppers, buyers, and cart abandoners data.
• Sample: Fetch new orders to X audience on schedule.
3.5. HubSpot
• Feature/Setting: Contact API — Pull segmented lists for retargeting sync.
• Sample: Push “recent purchaser” list to ad platforms weekly.
3.6. Salesforce
• Feature/Setting: Query Contacts/Leads API — Source audience with filters.
• Sample: Every lead with 'Abandoned Cart' status synced daily.
3.7. Klaviyo
• Feature/Setting: Segment Export API — Export dynamic segments.
• Sample: Export ‘engaged last 30 days’ and send to ad audience.
3.8. Mailchimp
• Feature/Setting: List API — Export audience segments.
• Sample: Unsubscribe event removes contact from custom audience sync.
3.9. Google Sheets
• Feature/Setting: Google Sheets API — Store audience lists for batch updates.
• Sample: Sheet row added triggers sync to ad API.
3.10. Microsoft Dynamics 365
• Feature/Setting: Data Export to Audience List API — Sync leads/contacts.
• Sample: Nightly export of new customers to Google and Facebook.
3.11. Zapier
• Feature/Setting: Google Ads/Facebook Ads integrations — Automate mapping and syncing audience lists.
• Sample: Scheduled Zap to check source system and update audiences.
3.12. Segment
• Feature/Setting: Personas/Audience Sync — Real-time audience streaming.
• Sample: Auto-enroll visitors in retargeting after ‘viewed product’ event.
3.13. Intercom
• Feature/Setting: Contact API — Export users based on engagement.
• Sample: Push ‘high-intent user’ tag audience to Facebook Custom Audience.
3.14. ActiveCampaign
• Feature/Setting: Automation — Export relevant contacts based on triggers (purchase, clicks).
• Sample: Tag ‘cart abandoners’ for retargeting audience upload.
3.15. Pipedrive
• Feature/Setting: Deals API — Trigger on deal stage changes.
• Sample: Move deal to “won” triggers audience update event.
3.16. Magento
• Feature/Setting: Event Webhooks — Push checkouts/abandoned carts.
• Sample: New order event posts to Google and Facebook audience APIs.
3.17. Oracle Eloqua
• Feature/Setting: Segment Export — Sync dynamic smart lists.
• Sample: ‘Furniture interest’ segment exported for retargeting.
3.18. BigCommerce
• Feature/Setting: Apps/Webhook — Push customer events.
• Sample: Abandon checkout event posts direct to ad audience platform.
3.19. Constant Contact
• Feature/Setting: List API — Export targeted segments.
• Sample: New newsletter list subscribers added to Custom Audience.
3.20. Zoho CRM
• Feature/Setting: Workflow Rules/API — Syncs audiences automatically.
• Sample: On new lead or customer record, push to ad audience update flow.
Benefits
4.2. Supports real-time retargeting, reducing manual data exports.
4.3. Reduces risk of using outdated or opted-out data in campaigns.
4.4. Increases sales conversions from high-value prospects.
4.5. Customizes and refreshes marketing audiences based on actual behaviors and purchases.
4.6. Ensures compliance with privacy/confidentiality preferences.
4.7. Saves marketing staff hours and reduces human error.