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Marketing Automation

Retargeting

Build and refresh Meta and Google retargeting audiences from site events and CRM stages.

Automation overview

What this automation does

This automation starts when segment/Shopify events + nightly HubSpot sync. It webhooks process via webhooks, then from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent.

Trigger
Segment/Shopify events + nightly HubSpot sync
Main actions
Webhooks process via Webhooks
Final outcome
from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Cu…
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
No
Difficulty
Intermediate
Intermediate
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Shopify
Event detected
Step 1
Webhooks
Process via Webhooks
⑂
Router
X (Twitter)
Push
Result
HubSpot
Workflow complete
Step-by-step

How each step runs

  1. 1
    ShopifyTrigger
    Event detected

    Segment/Shopify events + nightly HubSpot sync

  2. 2
    X (Twitter)
    Push

    from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent

  3. 3
    Webhooks
    Process via Webhooks

    Segment events

  4. 4
    HubSpot
    Push

    from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent

  5. 5
    HubSpot
    Workflow complete

    from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent

Apps used

Connected applications

Shopify

Push

HubSpot

Push

X (Twitter)

Push

Webhooks

Process via Webhooks

Summary

Automation summary

Trigger
Segment/Shopify events + nightly HubSpot sync
Inputs
Segment/Shopify events + nightly HubSpot sync, Business Name, Notification Email, Timezone
Outputs
from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent, Webhooks process via Webhooks
Business goal
Automate retargeting end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Shopify, HubSpot, X (Twitter)
Benefits

Why use this automation?

Save ~8 hours/week

Remove repetitive steps from Retargeting so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

  • Shopify
  • HubSpot
  • X (Twitter)

Required accounts

  • Active Shopify workspace with API access
  • Active HubSpot workspace with API access
  • Active X (Twitter) workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 10 min including app authorization and test run
  • Difficulty: Intermediate

Optional apps

  • Webhooks (optional)

Automation runtime

Activate this template

PreviewSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~11 min

Required connections

  • Shopify(required)
    PreviewShopify: workflow actions run in preview
    ⚠ Missing
  • x(required)
    Previewx: workflow actions run in preview
    ⚠ Missing
  • webhooks(required)
    Previewwebhooks: workflow actions run in preview
    ⚠ Missing
  • • Missing connection: Shopify
  • • Missing connection: x
  • • Missing connection: webhooks
Manage all connections →View all installations →

Workflow summary

Trigger
Segment/Shopify events + nightly HubSpot sync
Steps
5 nodes
Required apps
3
Optional apps
1

Trigger

Manual trigger

Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

PremiumIntermediatePreview10 min setup★4.82.3k installs · 404 reviews
Customize for My Business
Analytics

Template performance

47.4k
Views
2.3k
Installs
534
Favorites
4.8
Avg rating
4.8%
Conversion
10 min
Setup time
98%
Success rate
108
Trending score
Most used integrations
ShopifyX (Twitter)Webhooks

Segment events—cart abandon, pricing page 2+ visits, post-purchase 30d—from Segment or Shopify pixel webhook push to Meta Custom Audience and Google Customer Match nightly. HubSpot deal stage `Proposal` adds contacts to high-intent audience; closed won removes from prospecting retarget pool. Audience size alerts if below 1000 match rate.

Some steps run in preview until their integrations go live.

Required apps
ShopifyPreviewX (Twitter)PreviewWebhooksPreview
Optional apps
HubSpotPreview
All integrations
ShopifyX (Twitter)WebhooksHubSpot
Workflow preview

How Retargeting runs

1
Trigger
Define audience rules
2
Process
Rule engine
3
Action
shopify
4
Notify
Alert & log
ShopifyXWebhooksHubspot
Setup steps

Get started in 5 steps

  1. 1
    Connect event and ad platforms

    Segment or Shopify pixel, HubSpot, Meta Custom Audiences API, Google Ads Customer Match.

  2. 2
    Define audience rules

    Cart abandon 7d, pricing visitors 14d, exclude purchasers 180d from prospecting.

  3. 3
    Configure CRM overlays

    HubSpot stage adds/removes from intent audiences.

  4. 4
    Set size monitoring

    Slack alert if audience <1000 or match rate drops 20%.

  5. 5
    Verify audience membership

    Test user through funnel; confirm appearance in Meta Audience Insights.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Shopify Store DomaintextNo
FAQ

Frequently asked questions

GDPR consent?

Only consented users from Segment consent object enter audiences.

Cross-device?

Email hash match improves coverage; phone hash optional.

Audience overlap?

Exclusion audiences auto-applied to prospecting campaigns via API.

Lookalike refresh?

Weekly seed audience update triggers lookalike rebuild notification.

Get started

Customize Retargeting for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert