By implementing this playbook you will be able to use the customer data in your CRM to create lookalikes of sales qualified leads in the lead stages opportunity strong, strong, closed won and more.  

The Blueprint

The 4 steps involved in this process are as follows, 

1. Integrate your CRM with CustomerLabs 1PD Ops
2. CustomerLabs 1PD Ops will now be ready to receive event data (lead stage change, activity update etc.) from your CRM
3. Create various segments such as “Cold leads”, “Junk leads”, “Opportunity strong” etc. inside the 1PD Ops
4. Send this information to Facebook via CustomerLabs 1PD Ops for effective targeting

The Process

Step 1: Integrate your CRM with CustomerLabs 1PD Ops

Select the CRM that you want to integrate with CustomerLabs 1PD Ops from the Sources section. In the case of Hubspot integration, follow the steps to authenticate your Hubspot account from inside CustomerLabs 1PD Ops without any coding. 

Step 2: Map incoming user data

Post integration, check sample data, filter and map incoming CRM information. You can easily categorize incoming customer information into relevant attributes. For example Lead name, email, phone number can be grouped under User Traits. In the same way all the company-related information can be clubbed under Group Traits.  

Step 3: Get a unified user view without writing any code

CustomerLabs 1PD Ops will then match existing website behavior information with CRM information using advanced identity resolution. This will help in attaining the complete customer information in one place.

Step 4: Segment your converted/likely-to-convert leads

Segment leads based on their CRM stage along with custom filter criteria such as location, lead owner etc.

Step 5: Add Facebook as a Destination in the 1PD Ops

Integrate Facebook with the 1PD Ops by adding the Facebook Pixel ID and create a custom audience list in Facebook

Step 6: Access lead info in Facebook to create lookalikes

Now, seamlessly sync the lead segment created in the 1PD Ops to Facebook

Advantages

1. Reach more potential customers with access to CRM data in Facebook
2. Marketers can trigger ads based on the lifecycle stage of a customer 
3. View more growth experiments with CRM and CustomerLabs 1PD Ops