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2024/12/20

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

s.nakazawa

Managing event information in Google Sheets, converting it with 0CodeKit, and sending it as conversion events via the Meta Conversion API is a time-consuming and labor-intensive process. For those handling multiple projects, this task may feel particularly burdensome. By integrating Google Sheets, the Meta Conversion API, and 0CodeKit, you can automate the sending process and facilitate smoother conversion event submissions. Additionally, this integration will enable data analysis based on the latest information. This article introduces a method to connect these three tools without coding, so please refer to it. Recommended for: - Marketing personnel managing conversion-related information using Google Sheets. - Companies implementing cookie-independent measurement methods using the Meta Conversion API. - Those who want to manage data, including offline events, without omissions and utilize it for ad optimization. Benefits and Examples of Integrating Google Sheets, Meta Conversion API, and 0CodeKit Benefit 1: Reducing the Time Spent on Sending Conversion Events Manually sending event information managed in Google Sheets to the Meta Conversion API can be burdensome for those responsible. If events occur daily, frequent sending is required to obtain the latest information, but this task may be postponed due to other pressing duties. By integrating Google Sheets, the Meta Conversion API, and 0CodeKit, you can automatically send conversion events, thereby reducing the time spent by those responsible. For example, in the case of a marketing consultant, as the number of client companies increases, so does the sending workload, but automation will allow more time for important tasks. Benefit 2: Smooth Submission of Conversion Events When sending conversion events manually, it can be time-consuming, leading to a time lag between registering information in Google Sheets and sending it via the Meta Conversion API. Integrating Google Sheets, the Meta Conversion API, and 0CodeKit will enable smooth submission of conversion events. For instance, when managing event information in the marketing department, the person in charge may be too busy with multiple tasks to register event information anywhere other than Google Sheets. Even for such busy personnel, this integration will facilitate smooth submission of conversion events, improving work efficiency. Benefit 3: Analysis with the Latest Data Even if you manage the latest event information in Google Sheets, you cannot perform analysis with the latest data if the submission of conversion events is delayed. By integrating the three tools, you can automatically send conversion events registered in Google Sheets, enabling data analysis based on the latest information. For example, when conducting 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 strengthens data-driven marketing and is expected to secure a competitive advantage. Now, let's introduce how to use the no-code tool Yoom to "send conversion events via the Meta Conversion API when a record is registered in Google Sheets." [What is Yoom] How to Send Conversion Events via the Meta Conversion API When a Record is Registered in Google Sheets This flow is achievable by receiving the registration of a record in Google Sheets using the Google Sheets API and sending it as a conversion event via the Meta Conversion API. Note that when sending conversion events, some values need to be hashed, so an action to hash data using the API provided by 0CodeKit is included in the process. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. This process will be created in the following major steps: - Register Google Sheets, 0CodeKit, and Meta Conversion API as My Apps. - Copy the template. - Set the trigger for Google Sheets, which is the starting point of the flow, followed by the settings for 0CodeKit and the Meta Conversion API. - Turn on the trigger button and verify the integration operation. If you are not using Yoom, please register for free from [here](https://lp.yoom.fun/). If you are already using Yoom, please log in.

Step 1: Integrate Google Sheets, 0CodeKit, and Meta Conversion API with My Apps

First, register Google Sheets, 0CodeKit, and Meta Conversion API with My Apps to integrate them with Yoom.

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

2. On the next screen, search for Google Sheets, 0CodeKit, and Meta Conversion API 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 with My Apps.

<For 0CodeKit>

・Enter the account name and access token, then click "Add" to complete the registration with My Apps.
※ The API Key to be entered as the access token can be obtained from the 0CodeKit account page.

<For Meta Conversion API>

・Enter the account name and access token, then click "Add" to complete the registration with My Apps.
※ Detailed instructions on obtaining the access token are explained on this help page.

3. Copy the template for integrating Google Sheets, 0CodeKit, and Meta Conversion API.

・Open the link below.

・Click "Try this template" to complete the copy. Step 2: Setting up the Trigger Google Spreadsheet Set up the trigger action that will start the flow. This flow is triggered when a row is added to a Google Spreadsheet. 1. Select "My Projects" in the Yoom management screen and click "Send conversion event with Meta Conversion API when a record is registered in Google Spreadsheet [Copy]". *You can change the template title on the next screen. 2. Click "App Trigger When a row is added". 3. Check the account linked to Google Spreadsheet and click "Next". *Other items are set by default. 4. Set the trigger activation interval and information about the Google Spreadsheet. *The trigger activation interval options are 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes, and the selectable time varies depending on the plan. *The action that triggers the flow is checked once at each selected interval, and if executed, the flow bot is activated. A short interval setting is generally recommended. *You can select the Spreadsheet ID and Sheet ID from the "Candidates" that appear when you click the frame. 5. After completing the above settings, perform a test, and if successful, the obtained information will be displayed in the output. If there are no issues, save it. *In this case, the above items are displayed in the output because the test was conducted on the sheet below. Step 3: Data Conversion and 0CodeKit Setup Next, set up the conversion of data obtained from Google Spreadsheet into a format that can be sent with the Meta Conversion API. 1. Click "Manipulate & Convert Data Convert Date & Time Format". *The "Event Occurrence Time" set when sending conversion events is specified in UNIX time, so conversion is performed here. 2. Set the date and time to be converted and click "Test". *Select the date and time to be converted from "When a row is added" in the output that appears when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of values that change for each row. *Select the same format as the data obtained from Google Spreadsheet for the date and time format to be converted. *Other items are set by default. *For detailed settings on "Manipulate & Convert Data", please refer to the help page [here](https://intercom.help/yoom/ja/articles/8034054-%E3%83%87%E3%83%BC%E3%82%BF%E3%82%92%E6%93%8D%E4%BD%9C-%E5%A4%89%E6%8F%9B%E3%81%99%E3%82%8B-%E3%81%AE%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95). 3. If the test is successful, the converted data will be displayed in the output. If there are no issues, save it. 4. Click "Integrate with App Hash Text". *Data needs to be hashed when sending conversion events, so conversion is performed here. 5. Check the account linked to 0CodeKit and click "Next". *Other items are set by default. 6. Set the value to be hashed in the message and perform a test. *The type of hash algorithm is set by default. *Select the value to set in the message from "When a row is added" in the output that appears when you click the frame. (The example below is for hashing an email address) 7. If the test is successful, the hashed text will be displayed in the output. If there are no issues, save it. Step 4: Sending Meta Conversion API and Google Spreadsheet Setup Finally, set up the sending of converted data as a conversion event and register the "Trace ID" obtained from the data sending action in Google Spreadsheet. 1. Click "Integrate with App Send Conversion Event". 2. Check the account linked to Meta Conversion API and click "Next". *Other items are set by default. 3. Set up the sending of conversion events. *Select the event name, event occurrence time, and email address from "When a row is updated", "Convert Date & Time Format", and "Hash Text" in the output that appears when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of values. *Select the action source from the options. *In this flow, only the email address is hashed, but other items can be set by adding the hashing operation in Step 3. 4. After setting the necessary items for sending conversion events, perform a test. If successful, save it. *If the test is successful, the conversion event will be sent. 5. Click "Operate Database Update Record". 6. Check the account linked to Google Spreadsheet. *Other items are set by default. 7. Set up the Google Spreadsheet to register the Trace ID and click "Next". *You can select the Spreadsheet ID and Sheet ID from the "Candidates" that appear when you click the frame. 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 that appears when you click the frame on the right side. This searches for the row to register the Trace ID. 9. Set the ID field with the value of the updated record. *Select the ID from "Send Conversion Event" in the output that appears when you click the frame. (Values are displayed in double brackets) 10. After completing the above settings, perform 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. (The items in the sheet below are displayed in "Value of Updated Record" in Step 4, 9) 11. When the trigger is turned ON, a conversion event will be automatically sent with the Meta Conversion API every time a record is registered in Google Spreadsheet. If you have any questions about the flow introduced, please check the help page [here](https://intercom.help/yoom/ja/).

Other Automation Examples Using Google Sheets

There are many other examples of automation using Google Sheets in Yoom, so here are a few.

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

You can automatically register report information obtained from Meta Ads (Facebook) into Google Sheets.
This will reduce the burden of report management and enable more efficient business operations.

2. Add leads to Google Sheets when lead information is registered in Meta Ads (Facebook)

You can automatically register lead information acquired from Meta Ads (Facebook) into Google Sheets.
This will reduce manual registration and enable analysis based on accurate data.

3. Notify Google Chat when a row is added in Google Sheets

You can automatically notify Google Chat when a new record is added in Google Sheets.
This integration reduces the need to manually report data updates and helps prevent missed reports.

Summary

We introduced a method to automate the process of converting event information managed in Google Sheets using 0CodeKit and sending it as conversion events via the Meta Conversion API.
By implementing this automation, you can reduce manual sending tasks and ensure smooth transmission of conversion events.
Additionally, it will enable analysis with the latest data.
The integration of the three tools can be achieved without code by using Yoom.
Simply follow the steps outlined in this article to implement it, and take this opportunity to incorporate automation.

The person who wrote this article
s.nakazawa
I've been running a personal blog for over 5 years. When writing, it is important to explain the information readers want to know in an easy-to-understand manner. Based on the writing experience I learned in managing a blog, I will introduce how to use and appeal of Yoom, which can automate complex tasks without code, in an easy-to-understand manner.
Tags
Automation
Automatic
Integration
Google Sheets
Meta Conversion API
0CodeKit
App integration
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