Meta広告(Facebook)とDiscordの連携イメージ
How to Integrate Applications

2025-04-15

How to Automatically Notify Lead Information Registered on Meta Ads (Facebook) to Discord

m.takahashi

[What is Yoom]

How to Automatically Notify Discord of Lead Information Registered in Meta Ads (Facebook)

Let's explain the integration flow of "Notify Discord when lead information is registered in Meta Ads (Facebook)."

The integration flow is broadly divided into the following processes:

  • Register Meta Ads (Facebook) and Discord in My Apps
  • Copy the template
  • Set the trigger for Meta Ads (Facebook) as the starting point of the flow, followed by the operation settings for Discord
  • Turn on the trigger button and confirm the integration operation between Meta Ads (Facebook) and Discord

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Integrate Meta Ads (Facebook) and Discord with My Apps

First, register the apps you will use with My Apps.
By registering in advance, the flow settings will be smoother.

First, integrate Meta Ads (Facebook).
Access My Menu on the left side of the Yoom screen and click the new connection button on the right side of the screen.

Next, enter Meta Ads (Facebook) in the search window and select "Meta Ads (Facebook)" from the displayed options.
The following screen will be displayed, so enter the Facebook account to be integrated and log in.

When you log in, you will be asked about the access permissions to allow during integration with Yoom, so select the relevant items, confirm that the account is correct, and click "Continue."

After integration, the following screen will be displayed, so click "OK" to complete.

Next, register Discord with My Apps.
Similarly, enter Discord in the search window and select "Discord(v2)" from the displayed options.
The following screen will be displayed, so enter the account name and access token, and click "Add" to complete.
※ For detailed settings, please check here.

If Meta Ads (Facebook) and Discord are displayed in My Apps, the registration is complete.

Step 2: Set the Trigger for Meta Ads (Facebook) "When Lead Information is Created"

Now, let's proceed with the automation settings!

Click "Try it" on the banner below to copy the flow bot.

When you click, an image like the one below will appear, so press OK.

When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, click on the relevant section to make changes.
To set up Meta Ads (Facebook) first, click "When lead information is created".

Once clicked, proceed with the following settings.

"Title" → Can be changed as needed
"Meta Ads (Facebook) account information" → Verify if the account is correct
"Trigger Action" → When lead information is created

Once the settings are complete, click "Next".

Let's set up the API connection.

"Trigger Interval" → Please set
* You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest interval varies depending on the plan, but a shorter setting is generally recommended.
"Form ID" → Please set
* The form ID for instant forms can be checked here.

Once the settings are complete, execute "Test", and if successful, click "Save" to finish.

[Supplement]

When you execute the test, you can obtain the output.
* For more details on the output, please see here.

The output obtained here reflects the responses obtained from the instant form. (If the test is successful, test values will be displayed after "value" and a number.)
Note that the values obtained will be shifted forward if there are no responses.

By setting the output using JSON PATH, you can obtain responses linked to the question names in the form.
* For more details on JSON PATH, see here.

Example) How to set it up to get responses about favorite movies as shown in the image below
$.field_data[?(@.name == ‘Favorite Movie’)].values[*]

Step 3: Set the Discord "Notify" Action

Next, let's set up Discord.

When you click "Notify on Discord", the following screen will appear, so proceed with the settings below.

"Title" → Can be changed as needed
"Discord account information" → Verify if the account is correct
"Action" → Send a message

Once the settings are complete, click "Next".

Let's proceed with the detailed settings.
First, please check the precautions.

Proceed with the screen and set the channel ID and message content.

"Channel ID" → Specify the channel to send the message to
"Message Content" → Set as desired

By using the output obtained from the trigger in the message content, you can share details.
For fixed parts, input directly, and for variable parts, input using the output.

Once the settings are complete, execute "Test", and if successful, click "Save" to finish.

Step 4: Verify the Automation of Meta Ads (Facebook) and Discord

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot is starting correctly.

Thank you for setting it up!

Other Automation Examples Using Meta Ads (Facebook) and Discord

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Meta Ads (Facebook) and Discord.

If there's anything that catches your interest, please give it a try!

Automation Examples Using Meta Ads (Facebook)

Add lead information to a customer management app when registered in Meta Ads (Facebook)

When lead information is registered in Meta Ads (Facebook), it is automatically added to Salesforce, HubSpot, or similar platforms.

Retrieve reports from Meta Ads (Facebook) daily and record them in the database

Automatically add reports retrieved daily from Meta Ads (Facebook) to Google Sheets or Microsoft Excel.

When a lead is registered through Meta Ads (Facebook), register them for a Zoom webinar and send the information to them via email

When a lead is registered through Meta Ads (Facebook), they are automatically registered for a Zoom webinar and the information is sent to them via Gmail or Outlook.

Example of Automation Using Discord

Notify Discord When a Lead is Registered

Automatically notify Discord when a lead is registered in HubSpot or similar platforms.

Remind today's calendar events and task deadlines on Discord

Automatically remind today's events from Google Calendar and tasks due today from Notion on Discord.

Notify Discord of Form Responses

Automatically notify Discord when responses are submitted to forms such as Google Forms or HubSpot forms.

Benefits and Examples of Integrating Meta Ads (Facebook) with Discord

Benefit 1: Easily Track Lead Information

When you acquire lead information using Meta Ads (Facebook), receiving automatic notifications on Discord allows advertisers and sales representatives to quickly grasp the leads. For example, when a user clicks on an ad and submits a form, a notification is sent, enabling prompt follow-up based on that information. Additionally, by smoothly receiving lead information through notifications, you can distinguish and prioritize important leads when they are registered. This allows for a swift approach before the lead is captured by other companies, which is a significant advantage. Furthermore, by eliminating time lags in lead information and responding quickly, you should be able to efficiently acquire leads.

Benefit 2: Reduce Human Errors and Improve Work Accuracy

By automatically notifying when lead information is registered, you can reduce human errors, improve work accuracy, and simplify the measurement of advertising campaign effectiveness. When manually checking lead information and notifying the team, there might be cases of oversight or input errors. Using an automated notification system should minimize these risks. Additionally, since lead information is included in the notifications, it becomes easier to analyze which ads are performing well, potentially improving work efficiency. This can lead to data-driven optimization, reducing unnecessary advertising costs, and strengthening effective ads.

Benefit 3: Achieve Efficient Business Operations

The notification system using Discord for Meta Ads (Facebook) facilitates smooth collaboration between advertising and sales teams. For instance, when a lead is notified on Discord, not only the advertising personnel but also sales representatives and customer support teams can immediately check the information. This smoothens the sharing of information among many members and may strengthen inter-team collaboration. Moreover, being able to take swift actions based on the lead's status could lead to efficient business operations.

Conclusion

Integrating Meta Ads (Facebook) with Discord should streamline lead information management and enable quick responses. Additionally, reducing human errors and improving work accuracy may enhance the effectiveness of advertising operations and sales activities. Furthermore, by facilitating smooth information sharing among many team members, you might expect improved efficiency in post-lead registration operations and increased conversion rates.

By using Yoom, you can introduce automation without coding, so experience how much you can improve work efficiency!

The person who wrote this article
m.takahashi
I experienced jewelry sales as a new graduate, got married and gave birth, and worked at a social insurance labor consultant office for about 6 years. I experienced a variety of office work in both industries, including inventory management and customer management. Especially when I work at a company labor office, I often end the day with a huge amount of input work and paperwork. When I learned about Yoom, my first voice was “Why couldn't we meet sooner...” I try to write easy-to-understand sentences so that I can bring the convenience of Yoom to everyone!
Tags
Meta Ads (Facebook)
Discord
Integration
Automatic
Automation
Notification
App integration
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