Goal: Use Facebook to generate high quality leads
By implementing this playbook you will be able to use the customer data in your CRM to create lookalikes of your Opportunity strong, Closed won and more.
The 4 steps involved in this process are as follows,
Select the CRM that you want to integrate with CustomerLabs CDP from the Sources section. In the case of Hubspot integration, follow the steps to authenticate your Hubspot account from inside CustomerLabs CDP without any coding.
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.
CustomerLabs CDP 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.
Segment leads based on their CRM stage along with custom filter criteria such as location, lead owner etc.
Integrate Facebook with the CDP by adding the Facebook Pixel ID and create a custom audience list in Facebook
Now, seamlessly sync the lead segment created in the CDP to Facebook
Senior solutions specialist