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Automate Your Ad Exclusions: A Playbook for Smarter Retargeting

Are you wasting money showing ads to people who have already converted? When a new lead submits a form, they often keep seeing your retargeting ads on Facebook and Google because your audience lists aren't updated in real-time. This not only drains your ad budget but also creates a frustrating experience for your new customers and skews your performance metrics.

This playbook guides you through setting up 'The HubSpot Starter Stack,' a powerful, low-cost system to solve audience sync issues. By using HubSpot's free CRM as your central hub for new leads, you can trigger an automated Zapier workflow the moment a form is submitted. This workflow instantly takes the new contact's information, securely hashes it, and adds it to your exclusion lists in both Google Ads and Facebook Ads. The result is a seamless, real-time system that ensures converted leads stop seeing your ads immediately.

Expected Outcomes

  • Drastically reduce wasted ad spend on leads who have already converted.
  • Improve the post-conversion customer experience by not showing them irrelevant ads.
  • Achieve real-time, consistent audience exclusion across both Google and Facebook ad platforms.
  • Gain more accurate campaign performance data by removing converted users from retargeting pools.

Core Tools in This Stack

HubSpot CRM

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HubSpot CRM is an all-in-one platform that combines marketing, sales, customer service, and operations tools, powered by a single database to help businesses manage customer relationships and drive growth.

Key Features
  • Contact & Lead Management
  • Sales Pipeline Management
  • Marketing Automation (Email, Social Media)
  • Customer Service Ticketing & Help Desk
  • Reporting & Analytics Dashboards
  • Website & Landing Page Builder (CMS Hub)
  • Live Chat & Chatbots
  • App Marketplace & Integrations
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Freemium, Subscription

Tier: Mid-range

Ease of Use

High

The Workflow

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Integration Logic

  • Zapier

    Zapier operates on a trigger-and-action model to connect applications. This integration allows HubSpot to function as either the trigger or the action. As a trigger, an event in HubSpot (e.g., a new contact is created, a deal stage changes) initiates a workflow. As an action, an event in another app (e.g., a new entry in a Typeform, a new row in Google Sheets) causes a corresponding action in HubSpot (e.g., create a contact, update a deal). This enables a bi-directional flow of data, automating tasks like lead entry, data enrichment, and internal notifications.

Get Your Free Ad Exclusion Playbook

Learn how to stop wasting ad spend on converted customers and make your retargeting budget more effective.