Teams running person-level ad campaigns through tools like Influ2 know exactly who their ads are reaching. The signal is already there — a named contact at a target account clicked your ad twice in three days. The problem is that signal lives inside the ad platform, disconnected from your pipeline. Your rep has no idea. Tapistro connects to these tools, matches each engagement to your CRM, checks whether the contact is tied to an open deal, and routes the alert directly to the rep who owns it.
How it works
Tapistro pulls person-level engagement data from your ad tool — contact identity, ad name, impression and click counts.
It matches each contact against your CRM records.
It checks whether that contact is tied to an active deal and identifies the deal owner.
It fires an alert to that rep with full context: who engaged, which ad, how many times, and what deal it's attached to.
Prerequisites
A person-level ad tool account (e.g., Influ2) with an active campaign
A Tapistro Connection to that tool, set up under Connections
A CRM Connection so Tapistro can match contacts to open deals and identify deal owners
Set up the alert Journey
Go to Journeys and create a New Journey.
Set the Source to your person-level ad tool ingest. Tapistro pulls contact-level engagement data: who engaged, which ad, how many times.
Add a Filter step for your engagement threshold — for example, contacts who clicked an ad two or more times in the past 7 days.
Add a CRM lookup step. Tapistro checks whether each contact is tied to an open deal and identifies the deal owner.
Add a Condition step to branch on deal status. Contacts tied to an active deal proceed to the alert; others can be excluded or routed to a separate sequence.
Add a Destination step to send the alert to the deal owner. Include contact name, company, ad name, click count, deal name, deal stage, and a direct link to the record in Tapistro.
Save and activate the Journey.
Tips
Set your click threshold at 2 or more. A single click is noise; repeat engagement within the same window is real intent.
Scope the alert window to 7 days. A contact who clicked three times this week is more actionable than one who clicked three times over the last quarter.
Deal ownership must be accurate in your CRM before activating. Alerts go directly to the deal owner, not a shared channel — a misrouted alert is a missed window.
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