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[Easy Setup] How to Automatically Link Google Spreadsheet Data to Meta Ads (Facebook)
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2025-05-21

[Easy Setup] How to Automatically Link Google Spreadsheet Data to Meta Ads (Facebook)

k.hieda
k.hieda

When using Google Sheets and Meta Ads (Facebook) together to manage and create report data, you need to input the same information into both tools, right?
Additionally, if you want to manually create a Meta Ads (Facebook) report based on Google Sheets data, you will have to manually create it while checking Google Sheets, which might feel a bit cumbersome...

That's why we recommend the data integration technique between Google Sheets and Meta Ads (Facebook)!
By integrating Google Sheets with Meta Ads (Facebook), you can expect to streamline report creation and management.

In this article, we will clearly explain what you can do by integrating Google Sheets and Meta Ads (Facebook), as well as how to create a specific integration flow.
Please use this article as a reference and try integrating Google Sheets with Meta Ads (Facebook)!

For those who want to try it quickly

By utilizing the Flowbot template, you can quickly achieve integration between Google Sheets and Meta Ads (Facebook).
If you want to try it right away, click the banner below to get started!


■Overview

The workflow "When a row is added to Google Sheets, retrieve and update the account report on Meta Ads (Facebook)" is a business workflow that streamlines the management and reporting of advertising data. Manually aggregating ad campaign data is time-consuming and prone to errors. By integrating Google Sheets with Facebook Ads, you can quickly reflect data and automatically create accurate reports. Utilizing this workflow reduces the hassle of data management and enables efficient ad operations.

■Recommended for

  • Marketing professionals who spend time managing Facebook ad data
  • Business owners who want to centrally manage ad data using Google Sheets
  • Ad operation teams considering automating report creation
  • Analysts looking to improve data accuracy

■Benefits of using this template

Since account reports on Meta Ads (Facebook) are automatically created based on information from Google Sheets, you can eliminate the hassle of manual report creation.
Reports are created based on the information added to Google Sheets, ensuring the accuracy of the information.
Automation prevents human errors in data management and provides accurate reports.

What You Can Do by Integrating Google Sheets with Meta Ads (Facebook)

By integrating Google Sheets with Meta Ads (Facebook), your daily ad operations become smoother and more accurate. An automated system that doesn't rely on manual work enhances the quality of report creation and data management.

You can experience the integration of Google Sheets and Meta Ads (Facebook) immediately by simply clicking "Try it out" on the automation example you're interested in and registering an account. Registration is completed in 30 seconds. Feel free to give it a try!

Create Account Reports on Meta Ads (Facebook) Based on Information from Google Sheets

Automatically create account reports on Meta Ads (Facebook) based on the information entered in Google Sheets. This eliminates the need to manually gather numbers for each report, reducing the chance of errors. It's a workflow that becomes a reliable ally for marketers who are often pressed for time.


■Overview

The workflow "When a row is added to Google Sheets, retrieve and update the account report on Meta Ads (Facebook)" is a business workflow that streamlines the management and reporting of advertising data. Manually aggregating ad campaign data is time-consuming and prone to errors. By integrating Google Sheets with Facebook Ads, you can quickly reflect data and automatically create accurate reports. Utilizing this workflow reduces the hassle of data management and enables efficient ad operations.

■Recommended for

  • Marketing professionals who spend time managing Facebook ad data
  • Business owners who want to centrally manage ad data using Google Sheets
  • Ad operation teams considering automating report creation
  • Analysts looking to improve data accuracy

■Benefits of using this template

Since account reports on Meta Ads (Facebook) are automatically created based on information from Google Sheets, you can eliminate the hassle of manual report creation.
Reports are created based on the information added to Google Sheets, ensuring the accuracy of the information.
Automation prevents human errors in data management and provides accurate reports.

Create Campaign Reports on Meta Ads (Facebook) Based on Google Sheets Information

You can automatically generate campaign reports for Meta Ads (Facebook) from ad data compiled in Google Sheets. This supports quick decision-making while maintaining information accuracy, without being overwhelmed by aggregation tasks. It's a system that frees you from the stress of report creation.


■Overview

The workflow "When a row is added to Google Sheets, retrieve and update campaign reports from Meta Ads (Facebook)" automates the process from aggregating ad data to creating reports. By integrating with Google Sheets in Facebook ad operations, you can efficiently and accurately create campaign reports quickly and update Google Sheets. This eliminates the need for manual data entry and aggregation, supporting the optimization of ad operations.

■Recommended for

  • Marketing professionals who spend a lot of time managing Facebook ad data
  • Those who want to centrally manage ad performance using Google Sheets
  • Team leaders who want to streamline the creation of regular campaign reports
  • Ad operations personnel who want to improve data accuracy

■Benefits of using this template

Campaign reports are automatically created in Meta Ads (Facebook) based on information from Google Sheets, eliminating the need for manual data entry.
Consistent workflows allow for quick creation of campaign reports, enabling rapid decision-making.
Automation prevents human error in data management and improves data accuracy.

Create Ad Reports on Meta Ads (Facebook) Based on Google Sheets Information

By integrating the performance of Meta Ads (Facebook) with Google Sheets, you can automatically generate reports for each ad unit. This simplifies the often complex reporting tasks, enabling ad operations that combine accuracy and speed. It creates more room in your daily tasks.


■Overview

The workflow "When a row is added to Google Sheets, retrieve and update ad reports from Meta Ads (Facebook)" automates the aggregation and reporting of ad data, supporting efficient marketing activities. Managing large amounts of data and creating reports can be time-consuming in Facebook ad operations. By integrating with Google Sheets, it is possible to reduce manual data entry and aggregation tasks, and quickly create and update highly accurate reports. Utilizing this workflow reduces the burden of data management and enables more strategic ad operations.

■Recommended for

  • Marketing professionals utilizing Facebook Ads and Google Sheets
  • Team leaders spending too much time on manual aggregation of ad data
  • Executives looking to streamline the ad report creation process
  • Those aiming to enhance data accuracy while automating report creation

■Benefits of using this template

Since ad reports are automatically created in Meta Ads (Facebook) based on information from Google Sheets, the hassle of manual data entry is eliminated.
By integrating Google Sheets with Meta Ads (Facebook), it becomes possible to quickly create highly accurate reports.
Automation prevents human errors in data management and also improves data accuracy.

Let's Create a Flow to Integrate Google Sheets with Meta Ads (Facebook)

API integration, which previously required programming, is now easy and programming-free! Try it out and experience the simplicity for yourself. If you don't have a Yoom account yet, you can create one using this registration form.

[What is Yoom]

In this article, we will explain the setup of a flowbot that "creates an account report on Meta Ads (Facebook) based on information from Google Sheets."

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Flowbot Setup Process

  • Integrate Google Sheets and Meta Ads (Facebook) with My Apps
  • Copy the template
  • Set up actions for Google Sheets and Meta Ads (Facebook)
  • Turn on the trigger to complete the flow operation preparation

■Overview

The workflow "When a row is added to Google Sheets, retrieve and update the account report on Meta Ads (Facebook)" is a business workflow that streamlines the management and reporting of advertising data. Manually aggregating ad campaign data is time-consuming and prone to errors. By integrating Google Sheets with Facebook Ads, you can quickly reflect data and automatically create accurate reports. Utilizing this workflow reduces the hassle of data management and enables efficient ad operations.

■Recommended for

  • Marketing professionals who spend time managing Facebook ad data
  • Business owners who want to centrally manage ad data using Google Sheets
  • Ad operation teams considering automating report creation
  • Analysts looking to improve data accuracy

■Benefits of using this template

Since account reports on Meta Ads (Facebook) are automatically created based on information from Google Sheets, you can eliminate the hassle of manual report creation.
Reports are created based on the information added to Google Sheets, ensuring the accuracy of the information.
Automation prevents human errors in data management and provides accurate reports.

Step 1: Set Up My App Integration

Here, you will configure the settings to register the app information to be integrated with Yoom. After logging into the Yoom workspace, click "+ Add" on the My Apps screen.

A list of apps available on Yoom will be displayed. Search for the app you want to integrate using the search box and proceed with registering it to My Apps.

Google Sheets

Click on the app name from the search results. When the following screen appears, proceed with the integration by clicking the button to sign in with your Google account.

A screen to log in to your Google account will be displayed. Enter your email address and password.

Once logged in, proceed with granting permissions.

 

Once permissions are granted, the registration of Google Sheets to My Apps is complete.

Meta Ads (Facebook)

Select the app name from the search results. The following Facebook login screen will be displayed.

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Enter your login information and log in to complete the My App integration.

Step 2: Copy the Template

Once the My App integration is complete, proceed to set up the Flow Bot template. Please proceed to copy the template from the banner below.


■Overview

The workflow "When a row is added to Google Sheets, retrieve and update the account report on Meta Ads (Facebook)" is a business workflow that streamlines the management and reporting of advertising data. Manually aggregating ad campaign data is time-consuming and prone to errors. By integrating Google Sheets with Facebook Ads, you can quickly reflect data and automatically create accurate reports. Utilizing this workflow reduces the hassle of data management and enables efficient ad operations.

■Recommended for

  • Marketing professionals who spend time managing Facebook ad data
  • Business owners who want to centrally manage ad data using Google Sheets
  • Ad operation teams considering automating report creation
  • Analysts looking to improve data accuracy

■Benefits of using this template

Since account reports on Meta Ads (Facebook) are automatically created based on information from Google Sheets, you can eliminate the hassle of manual report creation.
Reports are created based on the information added to Google Sheets, ensuring the accuracy of the information.
Automation prevents human errors in data management and provides accurate reports.

When the popup below appears, click "OK" to start the setup!

The copied template will be added to My Projects. You can access My Projects from the left menu bar.

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Step 3: App Trigger "When a Row is Added"

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Click the first step of the template and set the trigger (starting point) for the Flowbot. In this step, you will set the flow start interval and the target spreadsheet information.

(1/2) Select Linked Account and Action

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In this screen, the following items are pre-set:

  • Title
  • App
  • Account information linked with Google Spreadsheet
  • Trigger Action

Click "Next" to proceed.

(2/2) API Connection Settings for App Trigger

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  • Trigger Start Interval
    • You can select from the options by opening the dropdown.

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  • Spreadsheet ID
    • Click the edit field to display a dropdown with spreadsheet options. When you select the sheet to link, the ID will be quoted in the edit field.

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After entering, scroll down.

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  • Sheet ID
    • Similarly, click the edit field to display a dropdown menu, showing tab names from the sheet entered above. Selecting the relevant tab will quote the ID.

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Next, specify the columns of the table. Below is a sample sheet. The first row lists the items. The item names match those obtainable from Facebook Ads.

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Return to the Yoom settings screen.

  • Table Range (Start)
    • Specify the starting column of the table. (In the sample, A)
  • Table Range (End)
    • Specify the ending column of the table. (In the sample, R)
  • Column with Unique Values
    • Specify the column where the unique key is applicable. (In the sample, A: assuming non-duplicate values like dates)

After entering, click the test button at the bottom. If successful, you can retrieve the Google Spreadsheet items.
In Yoom, these items and values are defined as outputs.

About Outputs

These values will be referenced in later steps.

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Click "Save" to proceed to the next step.

Step 5: "Create Account Report" Linked with App

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Click the second step of the template. In this step, you will set the period for obtaining the Meta Ads (Facebook) report.

(1/2) Select Linked Account and Action

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In this screen, the following items are pre-set:

  • Title
  • App
  • Account information linked with Meta Ads (Facebook)
  • Action

Click "Next" to proceed.

(2/2) API Connection Settings

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  • Account ID
    • In the preset, a reference code is embedded to obtain the account ID from the spreadsheet. This reference code can be selected from the dropdown menu displayed when you click the edit field.

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By the way, the account ID for Meta Ads (Facebook) can be obtained from the Ads Manager.

  • Start of Period
  • End of Period
    • Both can be set using dynamic reference codes from the dropdown menu displayed when you click the edit field.
    • This time, we set the report for the previous day. Enter the reference code for "Yesterday" in both fields.

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After entering, click the test button. If successful, you can obtain the Meta Ads (Facebook) report.

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If the test fails, please check if rows can be added to the spreadsheet.

Click Save.

Step 6: "Get Account Report" Linked with App

(1/2) Select Linked Account and Action

Next,click on the "Get Account Report".

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Enter your account information and click "Next".

(2/2) API Connection Settings

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  • Report ID
    • The preset has an embedded reference code to retrieve the report ID from the previous step, which can be selected from the drop-down menu that appears when you click in the edit field.

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After entering the information, click the Test button. If successful, you will be able to get Meta Ads (Facebook) information.

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Click Save.

Step 7: "Update record" Linked with App

Next, click "Update record".

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(1/2) Select Linked Account and Action

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In this screen, the following items are pre-set:

  • Title
  • Database App
  • Account information linked with Google Sheets
  • Action

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  • Spreadsheet ID
  • Worksheet Tab Name
  • Table Range

Click "Next" to proceed.

(2/2) API Connection Settings

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  • ①Conditions for the record to update

The value of the record that matches the condition will be updated with the value specified in ②. Please set the condition.
This time, we will quote the output obtained in step 1.

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  • ②Values for the updated record

Update the values of records matching the conditions in ① with the values specified below. To update with an empty value, enter '___blank___'.

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Once you have entered the updated values, click Test.

Click Save.

Step 8 (Final): Turn ON the App Trigger

Once all steps are set, a completion screen will be displayed.

Turn ON the trigger to activate the Flowbot.

If you want to automate Google Spreadsheet operations starting from Meta Ads (Facebook)

Periodically obtain campaign reports from Meta Ads (Facebook) and add them to Google Spreadsheet

Periodically obtain campaign reports from Meta Ads and automatically record them in Google Spreadsheet. This significantly reduces the time spent on data aggregation and enables real-time report analysis.


■Overview

The workflow "Regularly obtain campaign reports from Meta Ads (Facebook) and add them to Google Sheets" is a business workflow that streamlines the management of advertising data. When tracking the performance of Facebook ad campaigns, manually collecting data and compiling it into spreadsheets is time-consuming and labor-intensive. This is especially true when managing multiple campaigns simultaneously, making it difficult to maintain data consistency. By utilizing this workflow, reports are automatically obtained from Meta Ads and recorded in Google Sheets. This facilitates real-time data analysis and reporting, enhancing operational efficiency.

■Recommended for

  • Marketing professionals managing multiple Facebook ads who find data management cumbersome
  • Those who want to regularly report on ad campaign performance and share it with their team or clients
  • Individuals who conduct data analysis using spreadsheets but want to reduce errors from manual input
  • Business owners or IT personnel aiming to enhance efficiency through automation

■Benefits of using this template

Since campaign reports are regularly obtained from Meta Ads (Facebook) and automatically added to Google Sheets, you can eliminate the hassle of manually acquiring and entering data.
By retrieving the latest ad data at specified times and consistently reflecting it in Google Sheets, it supports swift decision-making.
Automatic integration prevents human errors in data acquisition and entry, enabling accurate data management.

Retrieve reports from Meta Ads (Facebook) daily and record them in Google Sheets

At a set time each day, retrieve the latest reports from Meta Ads and reflect them in Google Sheets. This setup frees you from daily manual input and allows you to quickly catch up on ad movements. By letting go of routine tasks, you may also gain new perspectives.


■Overview

This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and records it in Google Sheets.

■Recommended for

1. Marketing professionals managing Facebook ads

  • Marketing professionals who regularly manage Facebook ads and measure and analyze their effectiveness
  • 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 who create reports manually every day
  • Data analysts who want to reduce the time spent on data entry and focus on more strategic tasks
  • Business managers promoting the automation of business processes

3. Companies or teams utilizing Google Sheets

  • Companies that have implemented Google Workspace
  • Team members who manage data using Google Sheets on a daily basis

■Benefits of using this template

・Eliminates the hassle of manual report creation, enabling real-time decision-making based on accurate data.

・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.

・Maintains data consistency and accuracy, contributing to the improvement of marketing strategies.

Notes

・Please integrate both Facebook ads and Google Sheets with Yoom.

Other Automation Examples Using Google Sheets and Meta Ads (Facebook) API

By leveraging the API of Google Sheets and Meta Ads (Facebook), various automations can be achieved!
How about the following automation examples?

Automation Examples Using Google Sheets

When a row is added, you can automatically add information to a database, post on chat tools, or automatically add information to a sheet based on database information. Registration to other CRM tools and databases is also possible!


■Overview

In this workflow, you can automatically create corresponding records in Notion simply by adding a new row in Google Sheets. This automation eliminates the hassle of manual data entry and double management, ensuring consistency of information.
With Yoom, you can easily connect apps without the need for programming.

■Recommended for

  • Those who use Google Sheets and Notion regularly and spend time on manual data entry
  • Project managers who want to streamline team information sharing and ensure data is updated without omissions
  • Business owners who want to prevent errors due to double data management and improve the accuracy of operations
  • IT personnel at companies interested in business automation through IT tool integration and considering its implementation
  • Freelancers or sole proprietors who need to regularly reflect data in Notion and want to save effort
  • All business professionals looking to review and streamline their current workflows

■Benefits of using this template

  • Time-saving
    ・Reduces the hassle of data entry, allowing you to focus on other important tasks.
  • Reduction of human error
    ・Prevents mistakes from manual entry through automatic integration.
  • Real-time updates
    ・Changes in Google Sheets are immediately reflected in Notion, keeping the latest information always available.
  • Improved operational efficiency
    ・Centralized data management enhances the productivity of the entire team.
  • Flexible customization
    ・The workflow can be adjusted as needed to meet various business needs.

■Overview

This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.

By using Yoom, you can easily connect apps without the need for programming.

■Recommended for

1. Those who manage data using Google Sheets

・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates

2. Companies that manage files using Google Drive

・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome

■Benefits of using this template

By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.

Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.

Furthermore, automation reduces human error, enabling accurate data management.

■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.


■Overview

The "Update Google Sheets when a quote is sent via Wix" flow is a business workflow aimed at streamlining quotation tasks and improving data management accuracy.
When a quote is sent through Wix, the information in Google Sheets is automatically updated.
This reduces the hassle of manual data entry and human error, allowing for centralized management of quotation information.

■Recommended for

  • Those who create and send quotes using Wix and feel burdened by data management
  • Businesses that want to manage quotation information collectively in Google Sheets
  • Business owners considering automation and looking to streamline the quotation process
  • Those who want to reduce human error and achieve accurate data management
  • Those who want to optimize operations by integrating multiple SaaS applications

■Benefits of using this template

  • Reduction in data entry effort: When a quote is sent via Wix, the data in Google Sheets is automatically updated, saving time on manual entry.
  • Centralized information management: All quotation information can be managed collectively in Google Sheets, allowing quick access to necessary data.
  • Prevention of human error: Automation prevents mistakes during manual entry, achieving accurate data management.

■Overview

In this workflow, you can issue invoices and send them via Gmail when a row in a Google Spreadsheet is updated. This automation helps prevent manual errors and saves time. It is an ideal solution for those who want to streamline their billing operations.
With Yoom, you can easily connect apps without the need for programming.

■Recommended for

  • Accounting personnel managing billing data with Google Spreadsheets
  • Business owners who want to focus on other tasks instead of spending time on invoice creation
  • Those who want to automate sending invoices to customers using Gmail

■Benefits of using this template

  • Reduction of manual work
    ・By automating the process from invoice creation to sending, you can reduce effort.
  • Prevention of errors
    ・Automation minimizes human errors, allowing you to send accurate invoices.
  • Improvement in operational efficiency
    ・Save time and focus on other important tasks.

Automation Example Using Meta Ads (Facebook)

In addition to retrieving ad data, you can also automate notifications, transcriptions to CRM tools, and meeting creation!


■Overview

This is a flow that automatically retrieves report information from the previous day's Facebook ads at a specified time every day and records it in Microsoft Excel.

■Recommended for

1. Marketing professionals managing Facebook ads

  • Marketing professionals who routinely manage Facebook ads and measure and analyze their effectiveness
  • 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 who create reports manually every day
  • Data analysts who want to reduce the effort of data entry and spend more time on strategic tasks
  • Business managers promoting the automation of business processes

3. Companies or teams utilizing Microsoft Excel

  • Companies that have implemented Microsoft Office
  • Team members who manage data using Excel on a daily basis

■Benefits of using this template

・Eliminates the hassle of manual report creation, enabling real-time decision-making based on accurate data.

・Facilitates smooth measurement and analysis of ad effectiveness, significantly improving operational efficiency.

・Maintains data consistency and accuracy, contributing to the improvement of marketing strategies.

Notes

・Please integrate both Facebook ads and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.


■Overview

This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in HubSpot.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

■Recommended for

1. Those using HubSpot for marketing tasks

・Those managing lead information with HubSpot

・Those who want to reduce the burden of data entry tasks


2. Those using Meta's conversion tracking

・Those who want to utilize lead information collected in HubSpot for tracking

・Those aiming to improve the efficiency of marketing tasks by enhancing the accuracy of conversion tracking

■Benefits of using this template

The Meta Conversion API is a convenient tool that allows you to send information necessary for conversion tracking directly to Meta's ad server without using cookies. However, manually sending data every time a new lead is registered can be time-consuming and labor-intensive.

By using this template, you can automatically send data to Meta when a new contact is registered in HubSpot. This eliminates the need for data entry during transmission, reducing the burden on marketers and decreasing the risk of errors such as input mistakes or missed transmissions.

■Notes

・Please integrate Yoom with HubSpot, the Meta Conversion API, and 0CodeKit.

・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.


■Overview

This flow creates a meeting in Zoom and sends the meeting information via email to the other party when a lead is registered through Facebook ads.

■Recommended for

1. Those who acquire leads through Facebook ads and conduct online business meetings or briefings via Zoom

・Those who want to improve work efficiency by eliminating the manual effort of setting up meetings and sending emails

2. Those who want to streamline lead nurturing

・Those who want to increase contact opportunities with customers and promote the nurturing process by automatically setting up meetings


■Benefits of using this template

Facebook ads are an effective marketing tool that can reach many potential customers.
However, handling the follow-up after lead acquisition manually can often be a time-consuming task.

By implementing this flow, a Zoom meeting is automatically created and meeting information is sent via email when a lead is registered through Facebook ads.
This allows for the automation of the process from lead acquisition to meeting setup, enabling quick responses.

■Notes

・Please integrate Facebook ads and Zoom with Yoom respectively.


■Overview

This is a flow that creates a lead object record in Salesforce when lead information is registered in Facebook Ads.

■Recommended for

1. Facebook Ads Managers

・Those who want to save the effort of manually entering lead information obtained from Facebook Ads into Salesforce

・Those who want to reduce input errors in lead information

・Those who want to automatically sync lead information between Facebook Ads and Salesforce

2. Sales Representatives

・Those who want to quickly respond to lead information obtained from Facebook Ads on Salesforce

・Those who want to centrally manage the progress of leads in Salesforce


■Benefits of Using This Template

Facebook Ads is a tool for acquiring new customers, but the task of linking acquired lead information with other sales management tools often involves manual work, requiring time and effort. Additionally, the process of adding lead information to Salesforce is complex and prone to human error.

By using this flow, you can automatically add lead information obtained from Facebook Ads to Salesforce, eliminating the need for manual transcription, significantly improving work efficiency, and reducing human errors.

■Notes

・Please integrate Yoom with both Facebook Ads and Salesforce.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on 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 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.


■Overview

This is a flow that notifies Discord when lead information is registered via Meta Ads (Facebook).

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

■Recommended for

1. Marketing and sales personnel using both Meta Ads (Facebook) and Discord

・Those who want to automatically notify Discord of lead information acquired from Meta Ads (Facebook) for prompt response

・Those who want to reduce the hassle of manual notifications and information sharing

・Those who want to share lead information on Discord to strengthen team collaboration

2. Companies or teams utilizing Discord

・Companies that have implemented Discord

・Team members who use Discord daily for internal communication


■Benefits of using this template

Meta Ads (Facebook) is an effective tool for lead acquisition.
However, manually transferring acquired lead information to another system is time-consuming and labor-intensive, and can lead to human errors such as input mistakes or information leaks.

By implementing this flow, when lead information is registered via Meta Ads (Facebook), it will be automatically notified to Discord, freeing sales personnel from manual input tasks and allowing them to focus on more core activities such as approaching leads and conducting business negotiations. Additionally, the risk of data entry errors and information leaks is eliminated, enabling accurate and efficient lead management.

■Notes

・Please integrate Yoom with both Meta Ads (Facebook) and Discord.

・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.

Conclusion

By integrating Google Sheets with Meta Ads (Facebook), the time-consuming manual report creation process can be automated, allowing for more flexible and customized data to be efficiently generated, right?
This is likely to make tasks easier than ever before and should free up time to focus on other tasks.

Furthermore, automation using Yoom offers the advantage of being easily set up by anyone without the need for programming, as introduced here.
If you are considering implementing it or want to try it out, please create a free account from here.

Registration takes just 30 seconds, so you can quickly sign up during your work!
Let's achieve a workflow that suits your company for daily work efficiency!

Create these powerful automations yourself!
Try now
About the author
k.hieda
k.hieda
With a decade of experience as a Web Planner and Director, my primary responsibilities at a web production company included proposing and managing revision and operation plans for clients. Currently, I am a parallel worker. In the Content Division at Yoom, I am involved in blog production, while also handling external PR projects for companies as an independent contractor. As I embark on a new venture in the vacation rental industry, I am committed to optimizing routine work efficiency.
Tags
Automatic
Automation
Google Sheets
Integration
Meta Ads (Facebook)