Overview

User data

Important: full address set is required, only use if all needed fields are available.

Triggers & Actions

Choose Action, Opportunity Status and corresponding Audience Id. More on Customer lists

A new Customer list will be automatically created in your Google Ads audiences.

Backfill

Selecting this option will ensure existing contacts are also synced as per above settings. If not selected, only contacts reaching selected statuses will be synced.

User data

Map the identifiers and optional address fields used for Meta audience membership.

Triggers & Actions

Choose Action, Opportunity Status and corresponding Meta Audience ID.

Backfill

Selecting this option will ensure existing contacts are also synced as per above settings. If not selected, only contacts reaching selected statuses will be synced.

User data

Add user data to your events. Select a data point and the field to retrieve the value from. To ensure events work properly, at least an Email or Phone number is required in the user data section.

Events

Select 'Send all stages' if you want to send all Opportunity stages as events to Meta. In this case, the event names will be a combination of pipeline name and stage name.

User data

Add user data to your events. Select a data point and the field to retrieve the value from. To ensure events work properly, at least an Email or Phone number is required in the user data section.

Events

Select 'Send all stages' if you want to send all Opportunity stages as events to Signals Gateway. In this case, the event names will be a combination of pipeline name and stage name.