Multi Platform Lead Sync — Marketing Agency by Dylan DavisonMulti Platform Lead Sync — Marketing Agency by Dylan Davison

Multi Platform Lead Sync — Marketing Agency

Dylan Davison

Dylan Davison

Multi Platform Lead Sync workflow
Multi Platform Lead Sync workflow

Project Description

Beacon Digital ran multiple campaigns but leads weren't syncing between tools. I built a Zapier workflow that captures new Mailchimp leads, creates HubSpot contacts, and sends conversion data to Facebook for audience retargeting. The full flow unified CRM, email, and ad data for seamless marketing attribution.
Eliminated manual lead syncing across platforms, so every new subscriber flows into the CRM and ad audiences without anyone exporting a CSV
Unified CRM, email and ad data in one automated flow, giving the agency a single connected view of every lead's journey from first click to conversion
Leads captured in Mailchimp automatically pushed to HubSpot and Facebook, keeping retargeting audiences fresh and attribution accurate without any manual maintenance
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Posted Aug 7, 2025

Unified Mailchimp, HubSpot and Facebook via Zapier, eliminating manual lead syncing for a marketing agency.