How to Send Conversion Events with Meta Conversion API When a Lead is Registered in Airtable

The integration between Airtable and Meta Conversion API will be a useful tool to streamline marketing and sales activities.
With this integration, lead information registered in Airtable is sent in a timely manner to Meta Conversion API's advertising platform, allowing for automatic targeting and optimization of ads.
This reduces the need for manual data entry and enables effective advertising campaigns.
This article introduces the benefits of using this integration and explains the integration method with specific examples, highlighting who will find it particularly useful.

Recommended for

・Marketing professionals who want to maximize the effectiveness of advertising campaigns

・Sales professionals who want to reduce manual data management

・Companies aiming to improve ad performance

Benefits and Examples of Airtable and Meta Conversion API Integration

Benefit 1: Timely Data Synchronization

When lead information is added to Airtable, it is sent in a timely manner using the Meta Conversion API. This allows marketing professionals to optimize ad performance without any time lag.
For example, newly entered lead information in Airtable (such as age group or industry) is immediately reflected in Meta, and the target settings for ad campaigns are automatically updated. This allows for immediate understanding of ad effectiveness and quick implementation of improvements, ensuring a consistently effective approach to the target audience.

Benefit 2: Reduction of Manual Effort through Automation

Reducing manual data entry and updating tasks can improve operational efficiency.
When a lead is added to Airtable, conversion events are automatically sent through the Meta Conversion API, reducing the need for employees to manually enter data.
For example, when the sales team registers a new lead in Airtable, the information is automatically sent to the advertising platform, allowing for the optimization of targeted ads, enabling staff to focus on strategic tasks without being burdened by data management.

Benefit 3: Optimization of Ad Performance

By integrating Airtable with Meta Conversion API, the lead data registered in Airtable can be utilized to optimize the advertising delivery algorithm of Meta Conversion API.
Meta adjusts to display ads to the optimal user group based on the received conversion events, making ad delivery more efficient.
For example, if a lead added to Airtable is from a specific region or a user group with high purchase intent, Meta Conversion API can narrow down the target audience based on that information, improving ad effectiveness.
This strengthens the approach to the target audience and enables efficient ad operations without waste.

[About Yoom]

How to Create an Integration Flow between Airtable and Meta Conversion API

Now, let's create a flow together using a template: "When a company is registered in HubSpot, it is also added to Jobcan Expense Management and Workflow."

The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

The integration flow is broadly divided into the following processes.

・Register Airtable and Meta Conversion API as My Apps
・Set up when a record is registered in Airtable
・Hash text in collaboration with 0CodeKit
・Send conversion events in collaboration with Meta Conversion API

If you do not have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Issuance Page

Getting Started with Yoom

Now, let's get started together!

Step 1: Integrate Airtable and Meta Conversion API as My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) Click on Airtable from the list of new connections in My Apps.
(3) Log in with your account from the Airtable sign-in screen.

(4) Next, integrate with 0CodeKit. 0CodeKit is used to hash text. Similarly, click on 0CodeKit from the list of new connections in Yoom.
Move to the 0CodeKit screen, check the API key in your account, and click the copy mark on the right.

Return to the Yoom screen and enter the account name and access token.
Once the input is complete, click "Add".

(5) Next, integrate with the Meta Conversion API. Similarly, click on Meta Conversion API from the list of new connections in Yoom.
(6) From the "New Registration for Meta Conversion API (Facebook)" screen, enter the account name and access token, and click "Add".
For detailed instructions on registering My Apps with the Meta Conversion API, please refer to the site below.

How to Integrate My Apps with Meta Conversion API (Facebook)

Once the integration is complete, Airtable and Meta Conversion API will be registered in Yoom's My Apps.

This completes the My App registration.
Next, let's set up triggers using templates!

Step 2: Setting Up When a Record is Registered in Airtable

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "When a record is registered" in the app trigger.

(2) From the "Select Integration Account and Action" screen in Airtable, check for any errors in the account information linked with Airtable (OAuth), keep the trigger action as "When a record is registered," and click "Next."

(3) From the "API Connection Settings for App Trigger" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

Scroll down, check the red line, and enter the Base ID, Table ID, and field name for Created Time.

Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.

Step 3: Integrate with 0CodeKit to Hash Text

(1) Next, integrate with 0CodeKit to hash text.
Click on "Hash Text."

(2) From the "Select Integration Account and Action" screen in 0CodeKit, check for any errors in the account information linked with 0CodeKit, keep the action as "Hash Text," and click "Next."

(3) From the "API Connection Settings" screen, select the type of hash algorithm from the options.
Enter the string to be hashed in the message.
By selecting from the output as shown in the image, you can reference information from Airtable.

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Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save."

Step 4: Integrate with Meta Conversion API to Send Conversion Events

(1) Next, integrate with the Meta Conversion API to send conversion events.
Click on "Send Conversion Event."

(2) From the "Select Integration Account and Action" screen in the Meta Conversion API, check for any errors in the account information linked with the Meta Conversion API (Facebook), keep the action as "Send Conversion Event," and click "Next."

(3) From the "API Connection Settings" screen, enter the Pixel ID and event name.
・Pixel ID: Obtain from the data source of the Meta Conversion API and enter directly
・Event Name: Enter directly

Scroll down and enter the event occurrence time and action source.
・Event Occurrence Time: Select from output
・Action Source: Select from dropdown

Other fields are not mandatory. Please enter information in the necessary fields.
Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flow bot "Send conversion events with Meta Conversion API when a lead is registered in Airtable."

Other Automation Examples Using Airtable and Meta Conversion API

At Yoom, we have other examples of automation using Airtable and the Meta Conversion API, so let us introduce a few.

1. Send a conversion event with the Meta Conversion API when a record is registered in Google Sheets

By utilizing this flow, you can implement effective marketing strategies. It allows you to send data that couldn't be captured in traditional offline events, which can improve ad performance.

2. Send conversion events using Meta Conversion API with Google Form content

By treating submissions from Google Forms as conversion events, you will be able to more accurately understand the effectiveness of Meta ads. Since data registration becomes unnecessary, it will reduce the burden on marketers and decrease the risk of errors such as transcription mistakes and registration omissions.

3. Register events in Google Calendar using information recorded in Airtable

By utilizing this flow, the registered information will be automatically reflected in Google Calendar. This is expected to prevent human errors. Additionally, since events are registered in Google Calendar without waiting for manual input, information sharing will proceed smoothly.

Additionally, if you want to check out templates using Airtable or Meta Conversion API, please visit the following site.

List of Flowbot Templates Using Airtable

List of Flowbot Templates Using Meta Conversion API

Summary

The integration of Airtable and Meta Conversion API can help streamline marketing and sales activities and maximize advertising effectiveness.
With timely data synchronization and automation, you can reduce effort and expect improved accuracy of conversion data and increased ROI. This integration is particularly recommended for companies aiming for data-driven advertising operations and those who want to deliver effective advertising with limited resources. Leverage the integration of Airtable and Meta to take your advertising activities to the next level!