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CRM integration allows syncing first-party data into Meta for precise retargeting
CRM integration allows syncing first-party data into Meta for precise retargeting. You can use tools like Zapier, Salesforce, or Meta’s Offline Conversions API.
Steps:
1. Hash and sync identifiers (email, phone, external_id)
2. Map internal CRM events to Meta events (e.g., lead stages)
3. Schedule real-time syncing or daily uploads
You can create audiences like: inactive customers (90d+), MQLs, LTV-based segments, and upsell targets. These can also be scaled via Lookalikes.