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Stop Wasting Ad Spend: The Pipedrive & Hightouch Playbook for Flawless Audience Sync

Are you frustrating your newest customers by showing them ads for a service they just bought? When a lead converts, manual or slow-syncing processes often fail to remove them from your retargeting lists across all platforms like Google and Facebook. This not only wastes your ad budget but also creates a poor post-conversion experience and skews your performance metrics.

This playbook details a modern, scalable solution using your sales CRM as the single source of truth. By connecting Pipedrive directly to your ad platforms via Hightouch, you can automatically create and update customer exclusion lists in near real-time. Whenever a deal is marked as 'Won' in Pipedrive, Hightouch syncs this data, instantly removing the new customer from your retargeting campaigns on Google, Facebook, and more. No more manual list uploads or frustrating delays.

Expected Outcomes

  • Eliminate wasted ad spend by immediately stopping retargeting for converted customers.
  • Improve the post-conversion customer experience by showing relevant content (or no ads at all).
  • Achieve consistent, reliable audience synchronization across all major ad platforms.
  • Gain more accurate campaign performance data by excluding recent buyers from your retargeting metrics.

Core Tools in This Stack

Pipedrive

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Pipedrive is a sales-focused CRM designed by salespeople, for salespeople. It helps users visualize their sales process through its intuitive pipeline view, automate tasks, and track communications to effectively drive growth.

Key Features
  • Visual Sales Pipeline Management
  • Contact & Deal Management
  • Sales Automation
  • Email Integration & Tracking
  • Reporting & Dashboards
  • Lead Management Tools
  • Mobile App & Integrations
Ideal For

Company Size: Micro, Small, Medium, Large

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

Pricing

Model: Subscription, Free Trial

Tier: Medium

Ease of Use

Beginner-Friendly

The Workflow

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Integration Logic

  • Hightouch

    This integration enables a one-way data flow from a central data warehouse to Pipedrive. Users first create a 'Model' in Hightouch by writing a SQL query to define the dataset they want to sync (e.g., users with a high lead score). Then, they create a 'Sync' that maps columns from this model to specific fields on Pipedrive objects such as People, Organizations, Deals, or Activities. Hightouch then periodically runs this query and 'upserts' the data into Pipedrive, meaning it creates new records or updates existing ones based on a unique identifier like an email address. This keeps Pipedrive records automatically enriched with the latest data from the warehouse.

Reclaim Your Wasted Ad Spend

Learn how to instantly remove new customers from retargeting lists and improve your ad performance.