Google Sheets is an essential tool for organizing, managing, and storing data. It’s especially useful for marketers who handle large volumes of data daily and sales teams who rely on efficient customer management.
For example, if you’re running ads via Meta Ads (Facebook), you can automatically add the lead data you collect into a Google Spreadsheet. This makes it much easier to track which products your prospects are interested in, which ads are getting attention, and more. It also allows for smooth collaboration across your team by centralizing and visualizing all the lead data.
In this article, we’ll show you how to integrate these two powerful tools—Meta Ads and Google Sheets—to automate your lead management workflow.
Recommended for:
Those looking to streamline their workflow using Meta Ads (Facebook) and Google Sheets
Anyone already managing lead data collected via Meta Ads using Google Sheets
Teams that want to improve the accuracy and efficiency of lead tracking by connecting Meta Ads and Google Sheets
People who want to get started right away without any coding experience
For those who want to try it now:
In this article, we'll demonstrate how to integrate HubSpot and Google Sheets using the no-code tool "Yoom." No complicated settings or operations are required, so even non-engineers can easily implement it. You can start right away using the template below, so feel free to give it a try!
When lead information is registered in Facebook Ads, add the lead to Google Sheets as well.
■Overview This is a flow to add lead information to Google Spreadsheet when registered in Meta Ads (Facebook).
■Recommended for: ・Those who want to analyze the results of Meta Ads (Facebook) by linking it with Google Spreadsheet data ・Those who want to visualize lead information in Google Spreadsheet and share it with their team ・Those who want to quickly respond to lead information acquired from Meta Ads (Facebook) using the database in Google Spreadsheet ・Those who want to centrally manage the progress status of leads in Google Spreadsheet
■Notes ・Please link Yoom with both Meta Ads (Facebook) and Google Spreadsheet. ・Refer to the link below for how to reliably acquire the response contents of the specified questionnaire under the trigger "When lead information is created" in Meta Ads (Facebook). https://intercom.help/yoom/ja/articles/10329385
How to Create a Flow Linking Meta Ads (Facebook) and Google Sheets
Now, let's create a flow bot that "adds leads to Google Sheets when lead information is registered in Meta Ads (Facebook)".
Instead of creating a flow bot from scratch, we'll use a pre-existing template. Yoom offers a variety of templates, allowing you to quickly create the desired flow bot without any coding!
Once you have registered with Yoom, please click the banner below to proceed.
When lead information is registered in Facebook Ads, add the lead to Google Sheets as well.
■Overview This is a flow to add lead information to Google Spreadsheet when registered in Meta Ads (Facebook).
■Recommended for: ・Those who want to analyze the results of Meta Ads (Facebook) by linking it with Google Spreadsheet data ・Those who want to visualize lead information in Google Spreadsheet and share it with their team ・Those who want to quickly respond to lead information acquired from Meta Ads (Facebook) using the database in Google Spreadsheet ・Those who want to centrally manage the progress status of leads in Google Spreadsheet
■Notes ・Please link Yoom with both Meta Ads (Facebook) and Google Spreadsheet. ・Refer to the link below for how to reliably acquire the response contents of the specified questionnaire under the trigger "When lead information is created" in Meta Ads (Facebook). https://intercom.help/yoom/ja/articles/10329385
Let's integrate Yoom with each app next. We call this "My App Integration." My App Integration is very simple.
My App Integration
Click the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it, and you'll be taken to a page called "My Project." From the menu on the left side of the screen, select "My App!" ↓ Let's start with Meta Ads (Facebook)! Next, click on Create New in the top right corner!
Enter "Meta Ads (Facebook)" in the search box, and the Meta Ads (Facebook) icon will appear, so click on it! Log in to the account that uses Meta Ads (Facebook). Once logged in, My App Integration with Yoom is complete, so next, let's move on to My App Integration with Google Sheets! ↓ Click on Create New in the top right corner! Enter "Google Sheets" in the search box, and the Google Sheets icon will appear, so click on it.
On the "Select Account" page, click on the Google account with the Gmail address that you want to integrate with Yoom! Next, you'll be taken to a page called "Log in to Yoom," so click Next. Finally, if a page appears saying "Yoom is requesting additional access to your Google account," just click Continue, and you're good to go! Now that the two apps, Meta Ads (Facebook) and Google Sheets, are integrated with Yoom, let's set up the contents of the Flowbot next.
Meta Ads (Facebook) Trigger Settings
From "My Project" on the left side of the screen, click on "【Copy】When lead information is registered in Meta Ads (Facebook), add the lead to Google Sheets" and press Edit in the top right corner.
↓ Click on "When lead information is created" on the Meta Ads (Facebook) icon. Since the necessary fields are already filled in thanks to the template, check that the account information integrated with Meta Ads (Facebook) is correct, then click Next! ↓
Test send lead information from Meta Ads (Facebook) and enter the form ID. You can go to the ad page from the URL in the red frame, so test send the response and copy-paste the form ID at the same time. Once you've filled in the form ID, press Test just below it, and if "Test Successful" is displayed in blue, press Save and proceed to the next step! In the output, you can obtain the creation date, lead ID, and other optional values.
Google Sheets Settings
First, prepare a spreadsheet to register lead information from Meta Ads (Facebook). It's recommended to create columns such as company name and person in charge in the header (first row)! Once prepared, proceed to the next step. ↓ Click on "Add Record" on the Google Sheets icon. Again, since the necessary fields are already filled in thanks to the template, just check that the account information is correct. As you move down, you'll find an item called Database Integration. ↓
Enter the Google Sheets ID where information obtained from Meta Ads (Facebook) will be accumulated. When you click inside the box, the integrated Google Sheets will be displayed in a list, so please select it. Similarly, you can click inside the box to select the Tab Name input below it. After selecting the range of the spreadsheet, press Next. ↓
This is the final setting! Enter the values for the records to be added. Click to select content that matches the displayed box item name = the column created in Google Sheets. For example, in the image, the box item name is "Company Name," so select the one that corresponds to the company name. When you click inside the box, the content of the test response from Meta Ads (Facebook) will be displayed, so choose the corresponding one! ↓ Once all the required fields are filled in, press Test, and if "Test Successful" is displayed in blue, save it. This completes the app integration of Meta Ads (Facebook) and Google Sheets!
The Flowbot using the template has minimal settings like this time. If you think "It might be easier than I thought!", please check out Yoom.
When lead information is registered in Facebook Ads, add the lead to Google Sheets as well.
■Overview This is a flow to add lead information to Google Spreadsheet when registered in Meta Ads (Facebook).
■Recommended for: ・Those who want to analyze the results of Meta Ads (Facebook) by linking it with Google Spreadsheet data ・Those who want to visualize lead information in Google Spreadsheet and share it with their team ・Those who want to quickly respond to lead information acquired from Meta Ads (Facebook) using the database in Google Spreadsheet ・Those who want to centrally manage the progress status of leads in Google Spreadsheet
■Notes ・Please link Yoom with both Meta Ads (Facebook) and Google Spreadsheet. ・Refer to the link below for how to reliably acquire the response contents of the specified questionnaire under the trigger "When lead information is created" in Meta Ads (Facebook). https://intercom.help/yoom/ja/articles/10329385
Examples of Automation Using Meta Ads (Facebook) and Google Sheets
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Meta Ads (Facebook) and Google Sheets.
If you find something interesting, please give it a try!
Automation Examples Integrating Meta Ads (Facebook) and Google Sheets
It is possible to retrieve reports from Meta Ads (Facebook) daily and record them in Google Sheets. Additionally, you can notify Slack once the recording is complete.
Every day, automatically retrieve the latest ad reports from Meta Ads (Facebook), add them to a Google Spreadsheet, and send a notification on Slack.
■Overview This is a flow to retrieve the latest ad report from Meta Ads (Facebook) daily, automatically add it to a Google Spreadsheet, and notify Slack. With Yoom, you can connect applications without programming, making it easy to realize this flow.
■Recommended for ・Marketing staff who check ad performance on Meta Ads (Facebook) ・Those who want to add Meta Ads (Facebook) ad reports to Google Spreadsheet and share them within the team ・Those who want to streamline routine daily tasks
■Cautions ・Please connect Meta Ads (Facebook), Google Spreadsheet, and Slack with Yoom.
Every day, retrieve the latest information from Meta Ads (Facebook) account reports and Google Ads campaign reports and add it to a Google Spreadsheet.
This is a flow to retrieve the latest information from Meta Ads (Facebook) account reports and Google Ads campaign reports daily and add them to a Google Spreadsheet.
■ Notes · Please integrate with Meta Ads (Facebook), Google Ads, and Google Spreadsheet with Yoom.
This is a flow where you fetch report information from Meta Ads (Facebook) at a specified time daily, and automatically log it in a Google Spreadsheet.
■Overview This flow notifies a Microsoft Teams channel when lead information is registered on Meta Ads (Facebook). By using Yoom, you can easily implement this flow without the need for programming.
■Recommended for 1. Marketing and sales personnel using both Meta Ads (Facebook) and Microsoft Teams ・Those who want to automatically notify Microsoft Teams of lead information acquired from Meta Ads (Facebook) for prompt response. ・Those who want to share lead information on Microsoft Teams to strengthen team collaboration. ・Those who want to save the trouble of manual notifications and information sharing.
2. Companies or teams leveraging Microsoft Teams ・Companies that have implemented Microsoft Teams ・Team members who use Microsoft Teams for daily team communication
■Notes ・Please integrate each Meta Ads (Facebook) and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) includes a consumer plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan.
When lead information is registered via Meta Ads (Facebook), send an email to the lead and notify the chat tool
When lead information is registered via Meta Ads (Facebook), an email is sent to the lead through Gmail or Outlook, and a notification is automatically sent to tools like Discord.
When lead information is registered via Facebook Ads, send an Outlook email to the lead and notify on Slack.
■Overview This is a flow that sends an Outlook email to the lead and notifies the Microsoft Teams channel when lead information is registered in Meta Ads (Facebook). By using Yoom, you can easily achieve this flow without programming.
■Recommended for 1. Marketing using both Meta Ads (Facebook) and Microsoft Teams ・Sales representatives ・Those who want to automatically notify Microsoft Teams of lead information acquired from Meta Ads (Facebook) for prompt response ・Those who want to eliminate the hassle of manual notifications and information sharing ・Those who want to share lead information on Microsoft Teams to strengthen team collaboration
2. Companies or teams utilizing Microsoft Teams ・Companies that have introduced Microsoft Teams ・Team members who use Microsoft Teams for daily communication within the team
3. Those who want to reduce manual input work and automate ・Owners of small and medium-sized enterprises aiming for operational efficiency ・General affairs and administrative staff with a lot of input work ・Marketing personnel conducting business using digital tools
■Notes ・Please link each of Meta Ads (Facebook), Outlook, and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview This is a flow to automatically retrieve report information from Meta Ads (Facebook) at a specified time every day and notify on Discord.
■Recommended for - Marketing personnel who regularly operate Meta Ads (Facebook) and measure and analyze its effectiveness - Marketing analysts who create reports manually every day - Data analysts who want to reduce the effort of data entry and spend more time on strategic tasks - Those who use Discord for team communication on a daily basis
■Notes - Please link both Meta Ads (Facebook) and Discord with Yoom.
■Overview This is a flow that automatically notifies Google Chat by obtaining report information from Meta Ads (Facebook) at a specified time every day. By using Yoom, you can easily connect applications without programming.
■Recommended for 1. Marketing personnel managing Meta Ads (Facebook) ・Marketing personnel who routinely manage Meta Ads (Facebook) and measure and analyze its effects. ・Marketing managers who want to understand the effectiveness of ad campaigns in real-time.
2. Those who want to streamline data analysis and report creation ・Marketing analysts creating reports manually every day, who want to save time on data input and engage in more strategic tasks. ・Business managers promoting the automation of business processes.
3. Companies or teams utilizing Google Chat ・Companies that have implemented Google Workspace. ・Team members who routinely use Google Chat for communication within the team.
■Caution ・Link each Meta Ads (Facebook) and Google Chat with Yoom. ・Integration with Google Chat is only possible for Google Workspace. Please refer to the following for details. https://intercom.help/yoom/ja/articles/6647336
This flow automatically retrieves report information from Meta Ads (Facebook) from the previous day at the specified time every day and notifies Slack.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview This is a flow to issue a document and save it to Google Drive when a row in Google Sheets is updated. With Yoom, you can easily connect apps without programming.
■Recommended for 1. Those who manage data with Google Sheets ・If you manage data such as customer information using Google Sheets but find it cumbersome to issue documents manually
2. Companies that use Google Drive for file storage and sharing ・If you use Google Drive regularly and want to utilize it for saving and sharing invoices ・If you want to automate but don't know where to start
■Notes ・Please connect both Google Sheets and Google Drive with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview The flow 'When customer information in Google Sheets is updated, issue a document and send it to Slack' automates the entire process from customer data management to document creation and sharing with the team. By utilizing this workflow, it becomes possible to automatically generate invoices based on spreadsheet data and smoothly send them to Slack.
■Recommended for ・Business users managing customer information with Google Sheets ・Accounting personnel who want to automate the creation and sending of invoices ・Those who want to improve information sharing within the team using Slack ・Administrators of companies who want to reduce the workload of document creation and improve business efficiency ・Those who want to reduce errors associated with manual invoice management
■Notes ・Please integrate Google Sheets and Slack with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Benefits of Integrating Meta Ads (Facebook) with Google Sheets
1. Automatically Add Leads Obtained from Meta Ads (Facebook) to Google Sheets!
It's convenient to add lead information from Meta Ads (Facebook) to Google Sheets, but manually entering each lead can be a hassle. However, by integrating Meta Ads (Facebook) with Google Sheets, you can automate the tedious registration process!
This integration allows the lead information obtained from Meta Ads (Facebook) to be automatically added to Google Sheets, eliminating the need to allocate resources for registration tasks.
2. Easier Sharing and Editing within the Team!
Manually entering lead information often happens during fieldwork breaks, in between tasks, or when entering the previous day's data upon arrival at work the next day. In such cases, it can be challenging for team members to share information until the representative adds the lead information. Integrating Meta Ads (Facebook) with Google Sheets can solve these issues!
Since the obtained lead information is quickly added to Google Sheets, information recognition among team members becomes smoother. Additionally, it's easier to add notes or transition to the next phase, such as team division, leading to increased efficiency.
Conclusion
The registration task of manually entering specific information into tools is simple and not difficult. However, when the volume is large, it's a different story. Moreover, simple tasks tend to be postponed.
To easily automate this kind of tediousness, integrating apps to automate the workflow is the best solution!
By integrating Meta Ads (Facebook) with Google Sheets, you can save and organize important customer data in marketing and other operations, allowing you to manage cluttered data neatly.
This also enables you to focus solely on core tasks, allowing you to devote more energy to sales! Be sure to try app integration with Yoom!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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