See how businesses scale with automation
Explore real stories of workflows redesigned — faster intake, cleaner data, and measurable results across industries.
Multi-Platform Lead Sync for Marketing Attribution
Turning a new Mailchimp subscriber into a synced CRM contact and ad audience — automatically, across every platform.
Challenge
The client, a marketing agency, was running multiple campaigns but leads weren’t syncing between tools, leaving the team to export and re-upload contact lists by hand to keep the CRM and ad audiences current.
Resolution
- Built a Zapier workflow that captures every new Mailchimp lead automatically
- Creates a matching HubSpot contact for each new lead, with no manual entry
- Sends conversion data to Facebook automatically to keep retargeting audiences fresh
Impact
- Eliminated manual lead syncing across platforms entirely
- Unified CRM, email and ad data in one connected view of every lead’s journey
- Kept retargeting audiences fresh and attribution accurate without any manual maintenance
Stack
Tools used: Zapier, Mailchimp, HubSpot, Facebook Ads
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.