1.New contact joins marketing list
Integrate HubSpot and marketing list tools to capture new donor list entries to centralize supporter data.
Add donation contacts to ad audience for fundraising
Automatically detect new contacts added to your configured donor marketing list across HubSpot. Create and update paid ad audience members when contacts join the donor list, list membership starts, or supporters enter your audience—so you can add recent supporters, build remarketing segments, and stay consistent without manual audience updates.
How this automation accelerates donor remarketing
When new contacts are added to your configured donor marketing list, missed matches can delay paid ad remarketing. This automation routes qualifying donor entries to Microsoft Advertising and adds customer audience members—so your team can reach recent supporters faster.
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2.Applies donor qualification filter
Integrate HubSpot and data rules to filter qualifying records and avoid non donor entries to refine the audience.
3.Adds donor to customer audience
Integrate Microsoft Advertising and customer audience tools to map donor fields and add members to update your ad audience.
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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Schritt 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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