Auto-Segment Sangam CRM Leads into Facebook Custom Audiences by State and Lead Source
Automatically add new Sangam CRM leads to Facebook Custom Audiences, segmenting by State and Lead Source, and filling missing State from City when possible.
By Abhishek Jaiswal
Installed by 1 users
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- customer type existsFind or Create Audience Customer TypeAdd User to Custom Audience Customer Type
- lead source existsFind or Create Audience Lead SourceAdd User to Custom Audience Lead Source
- state not emptyFind or Create Audience StateAdd User to Custom Audience StateIF
- state empty city existsUpdate Lead
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Auto-Segment Sangam CRM Leads into Facebook Custom Audiences by State and Lead Source
Auto-Segment Sangam CRM Leads into Facebook Custom Audiences by State and Lead Source
Introduction
Turn every new Sangam CRM lead into ready-to-target audiences on Facebook—without manual uploads. ✅
Trigger Event
When a new lead is created in Sangam CRM, this automation starts.
Actions
- First, the lead is added to your master “All Leads” Facebook Custom Audience so you can retarget everyone from day one.
- Next, if the lead has a City but the State is missing, the workflow tries to find the correct State from the City (smart lookup with an AI fallback). When found, the State is saved back to the lead in Sangam CRM so your data stays clean.
- Then, the workflow finds or creates a Facebook Custom Audience named after the lead’s State (e.g., “Uttar Pradesh”) and adds the lead there for geo-based campaigns.
- If the lead has a Lead Source (e.g., “Web Site”, “Justdial”), it also finds or creates a matching audience by Lead Source and adds the lead—perfect for source-based retargeting and lookalikes.
Benefits
- Build and refresh Facebook audiences automatically (no CSV uploads)
- Smarter segmentation by State and Lead Source for sharper targeting
- Auto-fills missing State from City to keep CRM data consistent
- Faster campaign launches; fewer manual steps and errors
- One source of truth: CRM and ad audiences stay in sync
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
