The integration of Meta Ads (Facebook) with Salesforce, the world's No.1 CRM in customer share, is a powerful means to significantly enhance marketing and sales efficiency. In particular, quickly acquiring lead information and immediately utilizing it in operations is a crucial task for sales representatives. If the acquisition of lead information is delayed, sales efficiency may decrease... and you might be overtaken by rival companies!
In this article, we will explain how to easily integrate Meta Ads (Facebook) with Salesforce using the no-code tool Yoom. Let's proceed with the integration together and gain an edge over rival companies!
Recommended for
Those utilizing Meta Ads (Facebook) and Salesforce
Those considering integrating Meta Ads (Facebook) with Salesforce for operational efficiency
Those conducting sales activities by integrating Meta Ads (Facebook) with Salesforce
Those leveraging Meta Ads (Facebook) and Salesforce integration for marketing strategies
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can start immediately using the template below, so please give it a try!
When lead information is registered in Facebook Ads, add it to Salesforce as well.
■Overview This is a flow to create a record for the lead object in Salesforce when lead information is registered on Meta Ads (Facebook).
■Recommended for: 1. Meta Ads (Facebook) managers - Those who want to eliminate the hassle of manually entering lead information acquired from Meta Ads (Facebook) into Salesforce - Those who want to reduce input errors of lead information - Those who want to automatically synchronize lead information from Meta Ads (Facebook) with Salesforce
2. Sales personnel - Those who want to quickly respond to lead information acquired from Meta Ads (Facebook) in Salesforce - Those who want to manage the progress status of leads in Salesforce centrally
■Notes - Please link both Meta Ads (Facebook) and Salesforce with Yoom. - Salesforce is an app that is only available with Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be aware. - Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
【2 Steps】How to Create a Connection Flow Between Meta Ads (Facebook) and Salesforce
Let's actually connect Meta Ads (Facebook) and Salesforce using Yoom. This time, we will explain the flow of "adding lead information registered in Meta Ads (Facebook) to Salesforce".
Preparation
First, let's connect Yoom with Meta Ads (Facebook) and Salesforce respectively.
Click "+ Add" from "My Apps" in the left menu of Yoom. Search for Meta Ads (Facebook) and Salesforce respectively and enter the necessary information.
*Salesforce is an app available only with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. *Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Once the connection is complete, each app will be displayed on the app list screen, so check and you're ready to go!
App Trigger Settings
Proceed from the top of the flow. Click "When lead information is created".
The account information of the initially linked Meta Ads (Facebook) is reflected, so if there are no issues, press "Next" to proceed.
Next is the API connection settings. But don't worry, it's simple!
Trigger activation interval (varies depending on Yoom's contract plan)
Form ID
Just enter the above two points and press the "Test" button. You can check the Form ID here.
Enter each, test, and if no error occurs, press the "Save" button to complete this flow.
Salesforce Settings
Next is the second flow. Click "Create a record of the lead object".
As with Meta Ads (Facebook), confirm that the account information is reflected and click "Next"! Next, create a record of the lead object.
The required input items are as follows.
First Name
Company Name
Lead Owner ID
My Domain URL
For how to obtain the ID, please refer to this 【Salesforce ID acquisition method】. For the My Domain ID, go to Salesforce's "Settings > My Domain" and enter the domain such as "yoom.my.salesforce.com" listed in the current [My Domain] URL.
Press "Test" and if no error occurs, all settings are completed in no time!
Finally, turn on the trigger to start the app integration. With this, you can quickly and accurately acquire lead information obtained from Meta Ads (Facebook)!
Examples of Automation Using Meta Ads (Facebook) and Salesforce
In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Meta Ads (Facebook) and Salesforce. Both can be used with simple settings, so if there's anything you're interested in, please give it a try!
Examples of Automation Using Meta Ads (Facebook)
Retrieve and Record Reports from Meta Ads (Facebook) Daily
This eliminates the hassle of manual report creation and enables decision-making based on speedy and accurate data.
Get reports from Facebook Ads every day and enter them into Google Sheets.
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 is a flow that retrieves report information from Meta Ads (Facebook) at a specified time every day and automatically records it in Microsoft Excel. By using Yoom, you can easily integrate apps without programming.
■Recommended for 1. Marketing personnel managing Meta Ads (Facebook) - Marketing personnel who manage Meta Ads (Facebook) daily and measure/analyze its effectiveness - Marketing managers who want to quickly grasp the effectiveness of ad campaigns
2. Those who want to streamline data analysis and report creation - Marketing analysts who create reports manually every day - Data analysts who want to reduce data entry work and spend more time on strategic tasks - Business managers promoting automation of business processes
3. Companies or teams utilizing Microsoft Excel - Companies that have introduced Microsoft Office - Team members who manage data using Microsoft Excel on a daily basis
■Notes - Please integrate Yoom with both Meta Ads (Facebook) and Microsoft Excel. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan.
■Overview This flow sends notifications to a Google Chat space when lead information is registered on Meta Ads (Facebook). You can easily connect applications without the need for programming by using Yoom.
■Recommended for 1. Marketing and sales personnel using both Meta Ads (Facebook) and Google Chat ・For those who want to automatically notify Google Chat of lead information acquired from Meta Ads (Facebook) for quick response ・For those who want to eliminate the hassle of manual notifications and information sharing ・For those who want to share lead information on Google Chat to strengthen team collaboration
2. Companies or teams using Google Chat ・Companies that have implemented Google Chat ・Team members who use Google Chat for daily internal communication
■Notes ・Please connect Yoom with both Meta Ads (Facebook) and Google Chat. ・Connection with Google Chat is only possible for Google Workspace. Please refer to the details below. https://intercom.help/yoom/ja/articles/6647336
■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.
Send Gmail notifications to leads when lead information is registered via Meta Ads (Facebook)
By sharing the status of lead responses, it becomes easier to understand who is handling which lead, helping to prevent duplicate responses and missed follow-ups.
When lead information is registered via Facebook Ads, send a Gmail to the lead and notify Microsoft Teams.
■Overview This is a flow to send Gmail to the lead and notify the Microsoft Teams channel when lead information is registered in Meta Ads (Facebook). By using Yoom, you can easily connect apps without 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 quick 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 and 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 actions between Gmail and Microsoft Teams ・Owners of small and medium-sized enterprises aiming for operational efficiency ・General affairs and administrative personnel with a lot of input work ・Marketing personnel conducting business using digital tools
■Notes ・Please connect Meta Ads (Facebook), Gmail, 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 send Gmail to the lead and notify the Google Chat space when lead information is registered in Meta Ads (Facebook). By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Marketing and sales personnel using both Meta Ads (Facebook) and Google Chat ・Those who want to automatically notify Google Chat 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 in Google Chat to strengthen team collaboration
2. Companies or teams utilizing Google Chat ・Companies that have introduced Google Chat ・Team members who use Google Chat daily for team communication
3. Those who want to reduce manual input work and automate actions in Gmail and Google Chat ・Owners of small and medium-sized enterprises aiming for operational efficiency ・Administrative and clerical staff with a lot of input work ・Marketing personnel conducting business using digital tools
■Notes ・Please connect Yoom with Meta Ads (Facebook), Gmail, and Google Chat respectively. ・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details. https://intercom.help/yoom/ja/articles/6647336
■Overview This is a flow that sends Gmail to the lead and notifies the Slack channel when lead information is registered in Meta Ads (Facebook). By using Yoom, you can easily connect apps without programming.
■Recommended for 1. Marketing and sales personnel using both Meta Ads (Facebook) and Slack ・Those who want to automatically notify Slack of lead information acquired from Meta Ads (Facebook) for quick response ・Those who want to eliminate the hassle of manual notifications and information sharing ・Those who want to share lead information on Slack to strengthen team collaboration
2. Companies or teams utilizing Slack ・Companies that have introduced Slack ・Team members who use Slack daily for internal communication
3. Those who want to reduce manual input work and automate Gmail and Slack actions ・Owners of small and medium-sized enterprises aiming for operational efficiency ・General affairs and administrative personnel with a lot of input work ・Marketing personnel conducting business using digital tools
■Notes ・Please connect Yoom with Meta Ads (Facebook), Gmail, and Slack respectively.
Read the received business card image with OCR, register it as a contact in Salesforce, and send a thank-you email
Based on the business card image attached to the received email, the registration of the contact in Salesforce and the sending of a thank-you email are automated.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Gmail.
This is a flow to read business card images received in Gmail using OCR, register as a Salesforce contact, and send a thank you email via Gmail.
■Notes ・Please link Yoom with both Gmail and Salesforce. ・Branches are available in the Mini Plan or higher, and Salesforce and AI operations are only available in the Team Plan and Success Plan. Operations of flow bots set in other plans will result in errors, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・OCR data may not be readable if it exceeds 6,500 characters or if the text is small, so please be careful.
This is a flow to read business card images received in Gmail using OCR, register as a Salesforce contact, and send a thank-you email via Outlook.
■Notes ・Please link Gmail, Salesforce, and Outlook with Yoom. ・Branches are available in the Mini Plan or higher, and Salesforce and AI operations are only available in the Team Plan and Success Plan. Operations of flow bots set in other plans will result in an error, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small, so please be careful.
This is a flow to read business card images received in Outlook using OCR, register as a Salesforce contact, and send a thank you email in Outlook.
■Notes ・Please link Yoom with both Salesforce and Outlook. ・Branches are available in the Mini Plan and above, and Salesforce and AI operations are only available in the Team Plan and Success Plan. Operations of flow bots set in other plans will result in errors, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・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. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・OCR data may not be readable if it exceeds 6,500 characters or if the text is small, so please be careful.
Benefits of Integrating Meta Ads (Facebook) with Salesforce
By integrating Meta Ads (Facebook) with Salesforce, you can quickly acquire lead information. Additionally, centralizing data management can potentially speed up analysis!
Benefit 1: Immediate Acquisition of Lead Information and Acceleration of Sales Activities
Automatically importing lead information obtained from Meta Ads (Facebook) into Salesforce should enable sales representatives to immediately approach new leads! This allows for quick engagement with potential clients based on fresh information, potentially improving conversion rates.
Sales representatives likely want to shorten the time from lead acquisition to initial contact to stay ahead of competitors. Automation can prevent situations like "I made a mistake entering lead information!"
Benefit 2: Centralized Data Management and Efficient Analysis
By consolidating lead information in Salesforce, you can centrally manage marketing and sales data. This allows sales representatives to analyze the effectiveness of ad campaigns in real-time and quickly adjust strategies.
Especially when running multiple ad campaigns simultaneously, scattered data can be challenging to manage. However, using Salesforce allows all data to be gathered in one place, making it easily accessible. This enables quick understanding of ad campaign effectiveness and the potential to immediately identify successful campaigns.
Conclusion
Integrating Meta Ads (Facebook) with Salesforce enables immediate acquisition of lead information and centralized data management. This integration is expected to significantly improve the efficiency of marketing and sales, potentially reducing cases where competitors get ahead.
With Yoom, you can easily integrate without code, expecting quick implementation and cost reduction. Use this article as a reference to leverage Yoom and accelerate your business growth.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With five years of experience as an SEO writer, I continue to write with the motto of being "easy to read" and "easy to understand." I want to convey the convenience of Yoom, which allows app integration without programming knowledge, to as many people as possible!
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