How to integrate Facebook Ads with Zoho CRM to automatically reflect lead information from Facebook Ads into Zoho CRM

n.watanabe

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will 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 right away using the template below, so please give it a try!

Many companies use Facebook ads to acquire lead information, but are you managing that information efficiently? To truly manage it efficiently, using Yoom to integrate with Zoho CRM is essential! In this article, we will introduce how to easily integrate Facebook ads with Zoho CRM using the no-code tool Yoom, complete with images. This will enable automatic registration of lead information, significantly improving operational efficiency! Benefits of Integrating Facebook Ads with Zoho CRM Integrating Facebook ads with Zoho CRM not only allows for automatic registration of lead information but also reduces errors in data management. Here are two detailed benefits! Benefit 1: Automatic Registration of Lead Information Manually entering lead information obtained from Facebook ads into Zoho CRM can be cumbersome, especially when the response is good. While it's gratifying, if you get caught up in the task and let your competitors get ahead, the advertising effect will be wasted. By using Yoom, lead information is automatically registered in Zoho CRM in real-time, allowing the sales team to immediately start follow-ups. This not only reduces missed leads but also significantly boosts sales efficiency. Moreover, with the latest information constantly updated instantly, you can respond quickly and appropriately, enhancing competitiveness. This ensures you don't miss business opportunities and can achieve results reliably. By leveraging Yoom, the sales process will proceed more smoothly, improving the overall performance of the team! Benefit 2: Centralized Data Management Managing data across multiple platforms is time-consuming and poses risks of information duplication or leakage. It's problematic if important lead information gets buried somewhere and follow-up is delayed. Additionally, a cluttered desktop tends to lower work efficiency. However, by integrating Facebook ads with Zoho CRM, you can centrally manage lead information and maintain data integrity, alleviating such concerns. Centralized data allows for immediate access to necessary information and smoothens the workflow. Moreover, organized data can enhance the overall work efficiency of the team, reducing stress from issues like "no data" or "incorrect data." Consequently, sales activities can be conducted more effectively and efficiently, boosting the team's overall performance. No-Code Integration: Connect Facebook Ads and Zoho CRM with Yoom App integration seems difficult, requiring programming knowledge. But if integrating takes too much time, it's counterproductive to improving operational efficiency. However, with Yoom, you can integrate apps by simply entering the necessary information, even without programming knowledge! What is Yoom? Yoom is a convenient tool that allows you to easily integrate apps and automate daily tasks without programming. It has no complicated settings and is intuitive to use, so anyone can master it quickly! Furthermore, Yoom is robust in terms of security, protecting data safely with industry-standard encryption technology. Access permissions are also well-managed, ensuring only authorized personnel can access the data. Regular security checks are conducted, and it is, of course, equipped to handle the latest threats! While enhancing efficiency, it ensures data security, making it a reliable tool to support your business's digital transformation. How to Create an Integration Flow for Facebook Ads and Zoho CRM Let's actually integrate Facebook ads with Zoho CRM using Yoom! Click "Try it" from the banner below to copy the flow. If you haven't registered with Yoom yet, try it for free for two weeks from the link below. Try it free for two weeks from here!

Preparation

First, log in to Yoom and select "+ New Connection" from "My Apps" on the left toolbar.

Search for Facebook Ads and Zoho CRM by app name and enter the required information.
Once each registration is complete, they will appear on the My Apps list page.

If it looks like the image above, you're good to go! Let's proceed to the settings.

Facebook Ads Settings

Select "When lead information is created" as the first flow.

The initially linked account information is registered, so please check it.
Select "Next" as is.

On the next page, enter the trigger activation interval and form ID.
The trigger activation intervals are 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes (depending on the plan).

The Facebook Ads form ID can be checked fromthis page.

Press "Test" and if no error appears, the trigger setting is complete.
Make sure to press the "Save" button!

Zoho CRM Settings

Next, select the second flow "Create a lead".
On the first page, as with Facebook Ads, the linked account information is reflected, so check it and press "Next".

You can change the action, but it is unnecessary for this flow.
Once you get used to Yoom, try arranging it to suit your work perfectly!

Next, set the necessary information for creating a lead.

[Required Items]

Last Name
Zoho Domain

For the Zoho domain, set one of the domains you use for Zoho: ".com", ".com.au", ".eu", ".in", ".com.cn", ".jp".

[Other Items]

First Name
Company Name
Salutation
Title
Lead Status
Lead Source
Email
Secondary Email
Phone
Mobile
Fax
Industry
Address Details (Postal Code, Country, State, City, Town, Street)
Number of Employees
Annual Revenue
Description
Rating
Website
Twitter (now X)
Email Opt-Out

Once you have entered the necessary information for each, press the "Test" button.
If no error appears, press the "Save" button and the setup is complete in no time!

Finally, if you turn on the app trigger, the configured flow will start working!
Now, you can rest assured no matter how much lead information you get from Facebook Ads!

Summary

The integration of Facebook Ads and Zoho CRM is very helpful for efficiently managing lead information and streamlining sales activities. It also reduces the effort and errors associated with manual data entry, leading to a quicker follow-up system. By using Yoom, this integration can be easily achieved without any coding, allowing anyone to complete the setup without complex technology. This enhances the efficiency of marketing and sales operations, improving the overall performance of the team.

The person who wrote this article

n.watanabe

I have been an SEO writer for 5 years and have continued to write under the motto “easy to read” and “easy to convey.” I want to bring the convenience of Yoom, which can be linked to apps without programming knowledge, to many people!