Use ContactLevel to Automatically Target Prospects by Pipeline Stage on Meta

Sync your CRM pipeline data to Meta and show stage-specific ads on Facebook and Instagram. Awareness content for early-stage, decision content for late-stage.

Learn more about our Meta Ads Integration

Without ContactLevel

Generic Ads Waste Budget on Wrong-Stage Prospects

You can't show different ads based on where prospects are in your sales process. Everyone sees the same message regardless of pipeline stage.

With ContactLevel

Sync CRM Stages to Meta as Custom Audiences

ContactLevel syncs pipeline stages from HubSpot or Salesforce to Meta automatically. Each stage becomes a separate custom audience.

1

Create a dynamic sync from your CRM to ContactLevel

Connect your CRM and select the pipeline stage using the query builder. Set up a sync and a separate audience for every deal stage. ContactLevel will automatically pull contacts based on the fields you select.

2

Sync Pipeline Stages to Meta Ads

Now all your pipeline stages should be mapped to separate audiences in ContactLevel. Sync these to your Meta Ads account one by one.

3

Create an Ad Set for each pipeline stage

Create an Ad Set for each pipeline stage and select the corresponding audience. Now you can show different ads to different pipeline stages automatically.

Why It Works

Contacts in each deal stage immediately see relevant content
No more manual audience management and delayed ad delivery
High match rates ensure you only target your ideal prospects
Real-time sync as contacts in your pipeline stages change