Play: Send High-Value Ad Reveal Contacts to Sales

Overview

Not every ad click is created equal. With Vector Ad Reveal, you can see who is clicking on your ads at the contact level. But instead of flooding your sales team with every single click, you can filter for high-value contacts—those that match your ICP, belong to target accounts, or sit inside accounts with open opportunities in your CRM.

This play shows you how to set up those filters and push only the right contacts to sales so they can engage faster and smarter.

Why Run This Play:

• Focus SDR/AE effort on contacts most likely to convert.

• Drive alignment between marketing and sales by only surfacing contacts that meet your account strategy.

• Accelerate pipeline by engaging contacts already clicking on ads and tied to active opportunities.

How It Works

Vector lets you set filters before pushing Ad Reveal contacts into sales workflows. You can:

• Filter by ICP – Only send contacts from accounts that match your Ideal Customer Profile (e.g., industry, size, job title, seniority).

• Filter by Target Account List – Upload or sync a CRM list of accounts you want to prioritize. If you filter by a CRM list, Vector will only show you contacts clicking on ads from within the account list you provide.

• Filter by Accounts with Open Opportunities – Focus outreach on contacts tied to pipeline already in motion.

Steps to Run the Play

1. Go to Segments→ Create New Segment.

2. Select Visitors on my site as your trigger

3. Add Advertising Filters

   • Add filter > Add Platforms > Select all add platforms you'd like to track clicks from.

   • Optional - you can track specific campaigns by using the Page Visited URL filter and input the specific UTM you'd like to track

   

4. Add Additional Filtering

   • ICP: Apply your Vector ICP filter.

   • Target Accounts: Upload/sync your account list from CRM.

   • Open Opportunities: Filter accounts by CRM opportunity stage

   • (You can combine multiple filters for precision.)

   

5. Choose Sales as your Destination

   • Options: push custom fields and/or an activity record to your CRM lead/contact owner or send to a slack channel to notify relevant parties.

6. Add Context

   • Include details like ad campaign clicked and date and time engaged

   • This helps sales personalize outreach

7. Activate the Play

   • Now, when someone clicks on your ad who meets your criteria, sales will get real-time alerts with full context.

Example in action

1. A contact at Acme Corp clicks a Google Ad.

2. Acme is on your Target Account List in Salesforce.

3. They also have an open opportunity at stage = Evaluation.

4. Vector recognizes the match and pushes the contact to your “Enterprise SDRs” Slack channel.

5. The SDR gets context: “Jane Smith, Director of IT at Acme Corp, clicked on your [Cloud Security Ad].”

6. Within minutes, sales follows up with a LinkedIn message referencing the ad theme, accelerating the opp.

Best Practices

• Start narrow. Use one filter (e.g., Target Accounts) before expanding to multiple.

• Avoid overload. If volume is too high, tighten filters

• Review performance. Track how many contacts convert to opps when routed through this play.

• Keep lists fresh. Keep ICP criteria and target account lists from CRM up to date to ensure accuracy.

Expected Results

• Sales works fewer but higher-value contacts.

• Faster engagement on warm signals from advertising.

• Improved ad ROI since clicks connect directly to pipeline.

• Marketing and sales stay aligned on who matters most.

Need help setting this segment up or want to chat through more best practices? Reach out to solutions@vector.co - we're glad to help!