How to support leads down funnel with CRM retargeting

Sync your HubSpot or Salesforce leads as high match rate custom audiences for LinkedIn, Meta, Google, and YouTube—giving your sales team air cover to close deals faster.
Retarget MQLs and
SQLs across channels
Boost demo show rates
and outbound engagement
Reinforce your sales motion
without relying solely on email

Setting Up CRM Retargeting for Down-Funnel Acceleration

The Problem

rolling MQLs

The Play: Step-by-Step

Step
1
Pull leads or accounts into Primer
Pull MQLs and SQLs directly from HubSpot or Salesforce into Primer. Focus on early- and mid-stage leads where marketing air cover can help drive discovery calls and demo conversions. Segment by stage, vertical, or intent if you want even sharper targeting.

(For accelerating late-stage opportunities, use the separate Opportunity Acceleration play.)
crm retargetingSync That Audience to Meta Ad Account
Step
2
Sync audiences out to ad platforms
Hit "Finish & Run" to sync your audience across LinkedIn, Meta, and Google. Be mindful of audience size. You may need to combine sales stages or account lists together to make the audience big enough to get impression volume.
Step
3
Launch campaigns to reinforce sales outreach
Run targeted ad campaigns to mirror what your email nurture or sales reps are doing:
  • Promote demo scheduling
  • Reinforce case studies or proof points
  • Keep prospects warm between meetings
reinforce sales outreachCRM stages
Step
4
Track results and optimize
Use CRM stages to track lift in:
  • Discovery call show rates
  • Demo progression rates
  • Win rates
Holdout groups can help cleanly measure impact with Primer’s built-in conversion lift analysis.

Why It Works

Syncing leads gives you platform-agnostic air cover
Reinforcing rep outreach with ads drives higher conversion rates
Built-in attribution makes it easy to prove the lift
You can’t do it manually—Primer helps you achieve high match rates

Results

Read Stampli Story
Metric
With Primer CRM Retargeting
Leads who booked Disco Calls
+7% discovery call show rate
Discovery → Demo
+13% conversion lift
Win Rate
+50% (ads + sales combo)
With Primer CRM Retargeting
Leads who booked Disco Calls
+7% discovery call show rate
Discovery → Demo
+13% conversion lift
Win Rate
+50% (ads + sales combo)
Try This Play
Available on all plans
Works with Google, Meta, LinkedIn
Requires sign off to connect Salesforce or HubSpot (learn more)
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