Google スプレッドシートとMetaコンバージョンAPIの連携イメージ
How to send conversion events with the Meta Conversion API when a record is registered in Google Sheets
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Google スプレッドシートとMetaコンバージョンAPIの連携イメージ
Flowbot Usecases

2025-05-21

How to send conversion events with the Meta Conversion API when a record is registered in Google Sheets

s.nakazawa
s.nakazawa

The task of converting event information managed in Google Sheets and sending it as conversion events via the Meta Conversion API is both time-consuming and labor-intensive.
For those handling multiple projects, the task of sending conversion events may feel particularly burdensome.

By integrating Google Sheets with the Meta Conversion API, you can automate the sending process and facilitate the smooth transmission of conversion events.
Additionally, it should enable data analysis based on the latest information.
This article introduces a method to integrate the three tools without coding, so please take a look for reference.

  • Marketing personnel managing conversion-related information using Google Sheets
  • Companies implementing measurement methods that do not rely on cookies by utilizing the Meta Conversion API
  • Those who want to manage data, including offline events, without any omissions and use it to optimize advertising

For those who want to try it immediately

This article introduces a method of integration using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to achieve.
You can start immediately using the template below, so please give it a try!


■Overview

This is a flow where a conversion event is sent via the Meta Conversion API when a record is registered in Google Sheets.
By using Yoom, you can easily integrate without the need for programming.

■Recommended for

1. Those who manage data using Google Sheets

・Marketing personnel managing conversion event information in Google Sheets

2. Those who want to enhance advertising effectiveness using the Meta Conversion API

・Those who are measuring the effectiveness of ad campaigns but find data integration cumbersome

■Benefits of using this template

By using this template, a conversion event is automatically sent via the Meta Conversion API when a record is registered in Google Sheets.
This enables effective marketing strategies.
Data that could not be captured by traditional methods such as offline events can also be sent, improving ad performance.

Additionally, by using Yoom, you can easily integrate without the need for complex environment setup.

■Notes

・Please integrate both Google Sheets and the Meta Conversion API with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

[What is Yoom]

Now, let's introduce how to use the no-code tool Yoom to "send conversion events with the Meta Conversion API when a record is registered in Google Sheets".

How to Send Conversion Events with the Meta Conversion API When a Record is Registered in Google Sheets

This flow can be achieved by receiving the registration of a record in Google Sheets using the Google Sheets API and sending it as a conversion event using the Meta Conversion API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

We will create this in the following major processes.

  • Register Google Sheets and Meta Conversion API as My Apps
  • Copy the template
  • Set up a trigger for the Google Spreadsheet that will be the starting point of the flow, and configure the Meta Conversion API.
  • Turn on the trigger button and check the integration operation

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

Step 1: Integrate Google Sheets and Meta Conversion API with My Apps

First, register Google Sheets and the Meta Conversion API as My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ Add".

2. On the following screen, search for Google Sheets and the Meta Conversion API respectively and proceed to the next screen.

<For Google Sheets>

・Click "Sign in with Google" on the above screen and select the account to integrate.

・Confirm the account and click "Next".

・Click "Continue" to complete the registration in My Apps.

<For Meta Conversion API>

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・Enter the account name and access token, and click "Add" to complete the registration in My Apps.
*For detailed instructions on obtaining the access token, please refer to the help page here.

3. Copy the template for integrating Google Sheets and the Meta Conversion API.

・Open the link below.


■Overview

This is a flow where a conversion event is sent via the Meta Conversion API when a record is registered in Google Sheets.
By using Yoom, you can easily integrate without the need for programming.

■Recommended for

1. Those who manage data using Google Sheets

・Marketing personnel managing conversion event information in Google Sheets

2. Those who want to enhance advertising effectiveness using the Meta Conversion API

・Those who are measuring the effectiveness of ad campaigns but find data integration cumbersome

■Benefits of using this template

By using this template, a conversion event is automatically sent via the Meta Conversion API when a record is registered in Google Sheets.
This enables effective marketing strategies.
Data that could not be captured by traditional methods such as offline events can also be sent, improving ad performance.

Additionally, by using Yoom, you can easily integrate without the need for complex environment setup.

■Notes

・Please integrate both Google Sheets and the Meta Conversion API with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

・Click "Try this template" to complete the copy.

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Step 2: Setting up the Trigger Google Spreadsheet

Set up the trigger action that will be the starting point of the flow.
This flow is triggered when a row is added to the Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "Send conversion events with Meta Conversion API when a record is registered in Google Spreadsheet [Copy]".
* You can change the template title on the next screen.

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2. Click "App Trigger When a row is added".

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3. Verify the account linked with Google Spreadsheet and click "Next".
* Other items are set by default.

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4. Set the trigger activation interval and information related to the Google Spreadsheet.
* Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan.
* The trigger action is checked once at each selected interval, and if executed, the flow bot is activated. A short interval setting is generally recommended.
* Spreadsheet ID and Sheet ID can be selected from the "candidates" displayed by clicking the frame.

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5. After completing the above settings, conduct a test, and if successful, the acquired information will be displayed in the output.
If there are no issues, save it.

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* In this case, the above items are displayed in the output because the test was conducted on the following sheet.

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Step 3: Date and Time Format Conversion Setup

Next, set up the conversion of data obtained from Google Spreadsheet into a format that can be sent via Meta Conversion API.

1. Click "Date and Time Format Conversion".
* The "Event Occurrence Time" set when sending conversion events is specified in UNIX time, so conversion is performed here.

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2. Set the date and time to be converted and click "Test".
* The date and time to be converted can be selected from "When a row is added" in the output displayed by clicking the frame.
This allows dynamic reflection of values that change per row.
* Select the same date and time format as the data obtained from Google Spreadsheet for the date and time format to be converted.
* Other items are set by default.
* Detailed settings for "Manipulate and Convert Data" are explained on the help page.

3. If the test is successful, the converted data will be displayed in the output.
If there are no issues, save it.

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Step 4: Sending Meta Conversion API and Google Spreadsheet Setup

Finally, set up to send the converted data as a conversion event and register the "Trace ID" obtained from the data sending action in the Google Spreadsheet.

1. Click "Integrate with App Send Conversion Event".

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2. Verify the account linked with Meta Conversion API and click "Next".
* Other items are set by default.

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3. Configure the settings for sending conversion events.
* Click the frame to display the output, and you can select values from "When a row is updated" and "Date and time format conversion".
This allows dynamic values to be reflected. * Select the action source from the options.

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4. After setting the necessary items for sending conversion events, conduct a test.
If successful, save it.
* If the test is successful, the conversion event will be sent.

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5. Click "Operate Database".

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6. Verify the account linked with Google Spreadsheet.
* Other items are set by default.

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7. Set up the Google Spreadsheet to register the Trace ID and click "Next".
* Spreadsheet ID and Sheet ID can be selected from the "candidates" displayed by clicking the frame.

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8. Set the conditions for the record you want to update.
* Set the item that will be a unique value on the left side, and select the corresponding item from "When a row is added" in the output displayed by clicking the frame on the right side. This will search for the row to register the Trace ID.

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9. Set the ID field with the value of the updated record.
* ID can be selected from "Send Conversion Event" in the output displayed by clicking the frame.

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10. After completing the above settings, conduct a test, and if successful, save it.
* If the test is successful, the Trace ID will be added to the specified sheet as shown below.

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11. When the trigger is turned ON, conversion events will be automatically sent via Meta Conversion API every time a record is registered in Google Spreadsheet.


■Overview

This is a flow where a conversion event is sent via the Meta Conversion API when a record is registered in Google Sheets.
By using Yoom, you can easily integrate without the need for programming.

■Recommended for

1. Those who manage data using Google Sheets

・Marketing personnel managing conversion event information in Google Sheets

2. Those who want to enhance advertising effectiveness using the Meta Conversion API

・Those who are measuring the effectiveness of ad campaigns but find data integration cumbersome

■Benefits of using this template

By using this template, a conversion event is automatically sent via the Meta Conversion API when a record is registered in Google Sheets.
This enables effective marketing strategies.
Data that could not be captured by traditional methods such as offline events can also be sent, improving ad performance.

Additionally, by using Yoom, you can easily integrate without the need for complex environment setup.

■Notes

・Please integrate both Google Sheets and the Meta Conversion API with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

Other Automation Examples Using Google Sheets and Meta Conversion API

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Meta Conversion API.
All of them can be used with simple settings, so if you find something that interests you, please give it a try!

Other Automation Examples with Google Sheets and Meta Conversion API

When a row is added to Google Sheets, it is also possible to obtain and update reports on Meta Ads (Facebook).
Additionally, by integrating Yoom's schedule trigger and Slack, you can implement an automated flow that notifies you after adding the latest ad report obtained to the database.


■Overview

This flow retrieves the latest ad reports from Meta Ads (Facebook) daily, automatically adds them to a Google Spreadsheet, and notifies Slack.

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

■Recommended for

  • Marketing professionals who are checking ad performance on Meta Ads (Facebook)
  • Those who want to add Meta Ads (Facebook) reports to Google Spreadsheets and share them within the team
  • Those who want to streamline daily routine tasks

■Benefits of using this template

By checking the latest ad reports on Meta Ads (Facebook), you can utilize them for data analysis and improvement strategies.
However, manually obtaining reports and managing data can be time-consuming and require a lot of effort.

With this flow, you can automate the retrieval of the latest ad reports from Meta Ads (Facebook) at a set time every day, as well as their addition to Google Spreadsheets and notification to Slack.
Since you can add the contents obtained from the ad reports to Google Spreadsheets, efficient data analysis is possible.

Additionally, since the added contents are notified to Slack, report sharing within the team can be done smoothly.


■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.


■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.

Automation Example Using Google Sheets

Add a Record When a Row is Added in Google Sheets

By eliminating manual data entry, input errors should decrease, maintaining data accuracy.


■Overview
The "Create an Airtable record when a row is added in Google Sheets" flow is a business workflow that streamlines daily data management tasks.
For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable.
This integration reduces the effort and errors associated with manual data entry, enabling accurate information sharing.
As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.

■Recommended for

  • Teams or individuals who use Google Sheets and Airtable regularly
  • Business professionals who want to reduce the effort of data entry and improve work efficiency
  • Administrators who want to prevent human errors associated with manual data integration
  • Those who want to centrally manage information across multiple tools and automate business processes
  • Those interested in automating business workflows using Yoom


■Benefits of using this template

  • Reduces the effort of data entry and improves work efficiency
  • Prevents human errors and ensures data accuracy
  • Automates the integration between Google Sheets and Airtable, allowing for effective time management

■Overview

The workflow "Add a row to Google Sheets and also add it to Salesforce" streamlines the task of transferring information.
Automation reduces manual work, thereby minimizing human errors.

■Recommended for

  • Those who want information added to Google Sheets to be automatically reflected in Salesforce 
  • Those who want to track data quickly in Salesforce and efficiently advance sales activities 
  • Those who want to reduce errors from manual data entry and maintain accurate information 
  • Those who want to speed up operations by integrating Google Sheets and Salesforce 
  • Those who want to share data with team members through Salesforce and achieve smooth communication

■Benefits of using this template

Integrating Google Sheets and Salesforce allows for smooth data registration.
This enables new rows added to Google Sheets to be automatically reflected in Salesforce, allowing for quick responses.
By eliminating manual input tasks, work efficiency is improved.

Additionally, reducing the effort of data entry allows employees to focus on other important tasks, thereby increasing productivity.
Furthermore, manual input errors are reduced, maintaining data accuracy.
This integration enhances the quality of work and contributes to improving the overall performance of the organization.


■Overview

This is a flow that creates a page in Notion when a row is added in Google Sheets.

■Recommended for

1. Those who use Google Sheets for business

・Departments that share sheets within the team for information exchange

・Managers who input and manage issues related to project progress

2. Companies using Notion as a centralized information management platform

・Business personnel managing project tasks

・Administrative staff utilizing databases for information visualization‍

■Benefits of using this template

Google Sheets is an effective tool for smoothly managing business-related information.
By using Notion in conjunction, detailed task management can be performed, making business progress smoother.
However, manually entering information added to Google Sheets into Notion increases the risk of errors.

This flow is effective for those who want to maintain high accuracy in information management.
When information is entered into Google Sheets, a page is automatically created in Notion, eliminating manual work.
By creating pages with the quoted content, errors due to manual entry can also be prevented.

■Notes

・Please integrate both Google Sheets and Notion with Yoom.

Receive an Email Notification When a Row is Added or Updated in Google Sheets

By integrating Yoom's email feature, it may be possible to prevent human errors such as transcription mistakes and missed notifications.


■Overview

This is a flow that sends a notification email when a row is added to a Google Spreadsheet.

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

■Recommended for

  • Managers of teams who want to timely grasp the deal information entered by sales representatives in Google Spreadsheets
  • Customer support personnel who want to prevent missing responses to inquiries managed centrally in Google Spreadsheets
  • Those who want to smoothly share added customer information or order data among stakeholders
  • Companies looking to facilitate information sharing in a remote work environment
  • Those who want to prevent input errors or missed communications in email notifications for new data additions

■Benefits of using this template

Google Spreadsheets is a useful tool for data management as it allows multiple personnel to collaboratively edit, but manually notifying stakeholders every time new information is registered is inefficient.

By implementing this flow, it becomes possible to automatically notify via email when new information is added to a Google Spreadsheet.

This eliminates the need for manual transcription and communication, allowing important information to be smoothly shared across the entire team.

Additionally, by reducing the risk of missed notifications or transcription errors, it helps prevent overlooking information or misinterpretations.


■Overview

This is a flow that sends notifications via email when a row is updated in a Google Spreadsheet.

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

■Recommended for

  • Team managers who manage project progress in Google Spreadsheets and want to smoothly share important updates with the entire team.
  • Those who want to quickly share changes in customer information or order data among stakeholders.
  • Companies that want to facilitate smooth information sharing with remote work members.
  • Those who want to prevent missing out on sharing update information.

■Benefits of using this template

Google Spreadsheets is a useful tool for data management as it allows multiple people to collaboratively edit, but manually notifying stakeholders of updates is inefficient.

By implementing this flow, you can automatically send email notifications when information in Google Spreadsheets is updated.

Automation of tasks allows personnel to allocate time to other duties.

Additionally, it enables the reduction of work time, prevention of human errors such as transcription mistakes or missed notifications, and ensures that important update information is shared accurately and promptly.

Translate the received content into English and add it to Google Sheets

By automating translation and writing to Google Sheets, you can reduce working time.


■Overview
The flow of "Translating content posted on Google Chat and adding it to Google Sheets" streamlines communication within the team and supports international operations. By automatically translating interactions on Google Chat into English and recording them in a specified Google Sheet, it significantly reduces the effort required for information sharing. In today's business environment, where multilingual support is essential, it enables smooth collaboration.

■Recommended for

  • Team leaders who use Google Chat regularly and need English translations of information
  • Representatives of global companies where communication in multiple languages is required
  • Business managers who spend time on manual translation and data entry into spreadsheets
  • Owners of small and medium-sized enterprises aiming for efficient information sharing and data management
  • IT personnel looking to improve business processes through automation


■Benefits of using this template

  • Time-saving: Eliminates the need for manual translation and data entry, allowing effective use of business hours.
  • Improved accuracy: Maintains consistent quality with AI translation and prevents human error.
  • Centralized information management: Automatically added to Google Sheets, making data organization easier.



■Overview
The flow of "Translating and replying to text posted in Microsoft Teams channels into English and storing it in Google Sheets" is a business workflow that supports the efficiency of team communication and data management. By automatically translating and replying to interactions in Microsoft Teams and organizing the content in a spreadsheet, centralized information management becomes possible.

■Recommended for

  • Team leaders who use Microsoft Teams regularly and require multilingual support
  • Project managers who want to organize and share communication content
  • IT personnel who manage data using Google Sheets
  • Executives looking to improve work efficiency through automation
  • Business users who want to smoothly integrate Microsoft Teams and spreadsheets


■Benefits of using this template

  • Automates the integration of Microsoft Teams and Google Sheets, reducing manual data entry
  • Facilitates smooth communication through multilingual support
  • Makes it easier to organize and share information, improving overall team productivity



■Overview
The workflow "Translate emails with a specific label in Gmail into English and add them to Google Sheets" is a business workflow that streamlines email management and data organization.
Handling a large volume of emails daily can be challenging, but by assigning specific labels, you can automatically translate necessary information into English and write it into Google Sheets. This allows for accurate data management while saving effort.

■Recommended for

  • Business users who want to efficiently manage emails received in Gmail
  • Those who want to automatically translate and organize emails received in languages other than English
  • Team leaders who want to centrally manage data using Google Sheets
  • Administrative staff who are spending too much time on manual data entry
  • Business owners looking to automate operations and improve productivity


■Benefits of using this template

  • You can reduce working time by automating email translation and writing to Google Sheets.
  • Centralized data management makes information access easier.
  • Prevents human error and ensures accurate data.
  • Automating routine tasks allows you to focus on other important tasks.


Automation Example Using Meta Conversion API

Sending Conversion Events with Meta Conversion API Using Form Contents

By treating submissions from forms as conversion events, you can more accurately understand the effectiveness of Meta ads.


■Overview

This is a flow for sending conversion events using the Meta Conversion API with the content of Jotform.

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

■Recommended for

  • Those who create and manage forms for document requests or event applications
  • Those who want to use lead information obtained from website forms for measurement tasks
  • Those who manually transcribe Jotform responses and want to reduce workload
  • Those who want to prevent input errors or omissions when registering information necessary for Meta conversion measurement
  • Those who want to improve the efficiency of marketing operations by enhancing the accuracy of conversion measurement

■Benefits of using this template

With this flow, conversion events are automatically sent via the Meta Conversion API based on Jotform responses.

This eliminates the need for manual entry of lead information required for conversion measurement, reducing the workload for marketing personnel.

It also leads to a reduction in the risk of errors such as transcription mistakes or registration omissions.

It can be utilized for collecting lead information in various forms, such as service or event applications and document requests.


■Overview

This is a flow for sending conversion events using the Meta Conversion API with the content of Google Forms.

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

■Recommended for

1. Marketing professionals who want to collect lead information through Google Forms and accurately measure the performance of Facebook ads

・For those who want to improve work efficiency by automatically sending lead information collected through Google Forms as conversion events, eliminating the need to manually input it into the Facebook Ads Manager


2. Those using Meta's conversion tracking

・For those who want to improve the accuracy of conversion tracking and streamline marketing operations

■Benefits of using this template

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

By using the [Send conversion events using the Meta Conversion API with the content of Google Forms] template, you can capture submissions from Google Forms as conversion events and more accurately understand the effectiveness of Meta ads. This reduces the burden on marketing professionals by eliminating the need for data registration and also reduces the risk of errors such as transcription mistakes or omissions.

■Notes

・Please integrate Google Forms, 0CodeKit, and the Meta Conversion API 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.

・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following.

https://intercom.help/yoom/ja/articles/6807133


■Overview

This is a flow for sending conversion events using the Meta Conversion API with the content of Yoom's form.

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

■Recommended for

  • Companies that create and manage forms for document requests or event applications
  • Those who want to utilize lead information obtained from website forms for measurement tasks
  • Those who manually transcribe form responses and wish to reduce workload
  • Those who want to prevent input errors or omissions when registering information necessary for Meta conversion measurement
  • ‍Those who want to improve the accuracy of conversion measurement and streamline marketing operations

■Benefits of using this template

With this flow, conversion events are automatically sent via the Meta Conversion API based on responses from Yoom's form.

There is no need to manually input lead information necessary for conversion measurement, reducing the workload for marketing personnel.

Additionally, it helps reduce the risk of errors such as transcription mistakes or registration omissions.

Yoom's forms can be freely customized, making them useful for collecting lead information in various formats, such as service or event applications, and document requests.

Send conversion events with the Meta Conversion API when a lead is registered

This can reduce the workload on staff and also decrease the risk of errors such as input mistakes and missed submissions.


■Overview

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

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

■Recommended for

1. Those who use Airtable for business

・Those who manage lead information with Airtable

・Those who want to utilize lead information registered in Airtable in other apps


2. Those who use Meta's conversion tracking

・Those who want to utilize lead information other than Meta ads (Facebook ads), such as websites or offline events, for tracking

・Those who want to improve the accuracy of conversion tracking and streamline marketing operations

■Benefits of using this template

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

By using this template, you can automatically send information to Meta when lead information is registered in Airtable. This eliminates the need for data entry at the time of sending, reducing the burden on marketing personnel and decreasing the risk of errors such as input mistakes or missed transmissions.

■Notes

・Please integrate Yoom with Airtable, Meta Conversion API, and 0CodeKit respectively.

・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.


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

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 Sansan for marketing

・Those managing lead business card information with Sansan

・Those looking to reduce the burden of transcription work


2. Those using Meta's conversion tracking

・Those who want to use lead information registered in Sansan for tracking

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

■Benefits of using this template

The Meta Conversion API is a useful tool for conversion tracking, but manually sending data every time a new lead is registered is inefficient.

By using this template, you can automatically send data to Meta when new lead business card information is registered in Sansan. This not only reduces the burden on marketing personnel but also decreases the risk of errors such as input mistakes and missed transmissions.

■Notes

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

・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot and data connect settings 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.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

Benefits of Integrating Google Sheets with Meta Conversion API

Benefit 1: Reduce Time Spent Sending Conversion Events

Manually sending event information managed in Google Sheets to the Meta Conversion API can often be a burden for those responsible.
If events occur daily, frequent sending is necessary to obtain the latest information, but it might be delayed due to other pressing tasks.
By integrating Google Sheets and the Meta Conversion API, you should be able to automatically send conversion events, thus reducing the time spent by the person in charge.
For example, in the case of a marketing consultant, as the number of client companies increases, so does the sending work, but automation could increase the time available for other tasks.

Benefit 2: Smooth Sending of Conversion Events

When sending conversion events manually, it can take time, resulting in a time lag between registering information in Google Sheets and sending it via the Meta Conversion API.
Integrating Google Sheets with the Meta Conversion API will likely enable smooth sending of conversion events.
For example, when managing event information in a marketing department, there may be times when the person in charge is too busy with multiple tasks to register event information anywhere but Google Sheets.
Even in such cases, using this integration is expected to smooth out the sending of conversion events, leading to improved work efficiency.

Benefit 3: Enable Analysis with the Latest Data

Even if you manage the latest event information in Google Sheets, you cannot analyze the latest data if the conversion event sending is not timely.
By integrating tools, you should be able to automatically send conversion events registered in Google Sheets, enabling data analysis based on the latest information.
For example, when running a campaign, adding data to Google Sheets will automatically send conversion events, leading to rapid analysis of the latest data and contributing to ad optimization.
This might strengthen data-driven marketing and secure a competitive advantage.

Conclusion

This time, we introduced a method to automate the task of 'converting event information managed in Google Sheets and sending it as conversion events via the Meta Conversion API.'
By implementing this automation, you should be able to reduce manual sending tasks and enable smooth sending of conversion events.
Additionally, analysis with the latest data should also be achievable.

The integration of the three tools can be achieved without code by using Yoom.
By simply following the steps explained in this article, you can implement it, so take this opportunity to incorporate automation.

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About the author
s.nakazawa
s.nakazawa
I have been running a personal blog for over five years. When writing, I prioritize clearly explaining the information that readers want to know. Based on the writing experience I gained from managing my blog, I will clearly introduce the usage and appeal of Yoom, which allows for the automation of complex tasks without coding.
Tags
0CodeKit
Automatic
Automation
Google Sheets
Integration
Meta Conversion API