How to Add Lead Information from Meta Ads (Facebook) to Salesforce

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.

Notify When Lead Information is Registered on Meta Ads (Facebook)

When lead information is registered on Meta Ads (Facebook), you will receive a notification immediately, enabling a prompt response to the lead.

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.

Examples of Automation Using Salesforce

Create a folder when a customer is registered in Salesforce

Since the folder is created automatically, it may reduce human errors such as forgetting to create the folder or naming the folder incorrectly.

Receive Salesforce Reports Daily and Get Notified

By automatically retrieving report information at the specified time, you should be able to save the effort of manual work.

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.

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.