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.
Recommended for
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!
When a record is registered in Google Sheets, send a conversion event with the Meta Conversion API.
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＞
・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.
When a record is registered in Google Sheets, send a conversion event with the Meta Conversion API.
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.
2. Click "App Trigger When a row is added".
3. Verify the account linked with Google Spreadsheet and click "Next". * Other items are set by default.
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.
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.
* In this case, the above items are displayed in the output because the test was conducted on the following sheet.
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.
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.
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".
2. Verify the account linked with Meta Conversion API and click "Next". * Other items are set by default.
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.
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.
5. Click "Operate Database".
6. Verify the account linked with Google Spreadsheet. * Other items are set by default.
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.
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.
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.
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.
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.
When a record is registered in Google Sheets, send a conversion event with the Meta Conversion API.
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.
Every day, automatically retrieve the latest ad reports from Meta Ads (Facebook), add them to a Google Spreadsheet, and send a notification on Slack.
■Overview This is a flow to retrieve the latest ad report from Meta Ads (Facebook) daily, automatically add it to a Google Spreadsheet, and notify Slack. With Yoom, you can connect applications without programming, making it easy to realize this flow.
■Recommended for ・Marketing staff who check ad performance on Meta Ads (Facebook) ・Those who want to add Meta Ads (Facebook) ad reports to Google Spreadsheet and share them within the team ・Those who want to streamline routine daily tasks
■Cautions ・Please connect Meta Ads (Facebook), Google Spreadsheet, and Slack with Yoom.
■Overview The workflow 'When a row is added to Google Sheets, retrieve and update the ad report from Meta Ads (Facebook)' automates the aggregation and reporting of ad data, supporting efficient marketing activities. Managing vast amounts of data and creating reports in Facebook Ads can be time-consuming. By integrating with Google Sheets, it is possible to reduce manual data entry and aggregation tasks and obtain highly accurate reports. Utilizing this workflow reduces the hassle of data management and enables more strategic ad operations.
■Recommended for ・Marketing personnel using Facebook Ads and Google Sheets ・Team leaders spending 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
■Notes ・Please integrate Yoom with both Google Sheets and Facebook Ads. ・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.
■Overview The workflow 'When a row is added to Google Sheets, retrieve and update the campaign report on Meta Ads (Facebook)' automates the process from aggregating ad data to creating reports. By integrating with Google Sheets, you can quickly create efficient and accurate campaign reports for Meta Ads (Facebook) operations. It eliminates the hassle of manual data entry and aggregation, supporting the optimization of ad operations.
■Recommended for ・Marketing personnel who spend time managing Facebook ad data ・Those who want to centrally manage ad performance using Google Sheets ・Team leaders who want to streamline regular campaign report creation ・Ad operations personnel who want to improve data accuracy
■Notes ・Please integrate Yoom with both Google Sheets and Facebook Ads. ・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 'When a row is added in Google Sheets, create an Airtable record' 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 of manual data entry and enables 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 regularly use Google Sheets and Airtable ・Business professionals who want to reduce data entry effort 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 leveraging Yoom to automate business workflows ■Notes ・Please connect both Google Sheets and Airtable with Yoom. ・For the trigger, you can choose a polling interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum polling interval varies by plan.
■Overview Are you manually re-entering customer lists managed in Google Sheets into Salesforce each time? This kind of routine data entry not only takes time, but also leads to human errors such as copy-and-paste mistakes and missing entries. By leveraging this workflow, simply adding a row to Google Sheets will automatically add a record to Salesforce, helping you smoothly resolve data entry challenges.
■Recommended for ・Sales representatives who feel burdened by transferring data between Google Sheets and Salesforce ・Those who want to eliminate manual entry errors and improve consistency and accuracy of customer data ・Those who want to streamline data registration to Salesforce and focus on more core tasks
■Notes ・Please connect Yoom with both Salesforce and Google Sheets. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, operations and Data Connect for configured flowbots will result in errors. ・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 otherwise restricted.
■Overview This is a flow to notify by email when a row is added in Google Sheets. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps. ■Recommended for - Managers of teams who want to timely grasp the deal information entered by sales representatives in Google Sheets - Customer support representatives who want to prevent missing responses to inquiries managed centrally in Google Sheets - Those who want to smoothly share added customer information or order data among stakeholders - Companies that want to facilitate information sharing in a remote work environment - Those who want to prevent input errors or missed communications in email notifications of new data additions
■Notes - Please integrate Google Sheets 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 This is a flow to notify by email when a row is updated in Google Sheets. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps. ■Recommended for ・Team managers who manage project progress in Google Sheets 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 information sharing with members working remotely ・Those who want to prevent missing shared update information
■Notes ・Please integrate Google Sheets 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 "Translate posts made on Google Chat and add to Google Spreadsheet" flow streamlines team communication and supports international operations. By automatically translating exchanges on Google Chat into English and recording them in a specified Google Spreadsheet, it significantly reduces the effort of information sharing. In today's business environment that demands multilingual support, it enables smooth collaboration.
■Recommended for ・Team leaders who regularly use Google Chat and need to translate information into English ・Representatives of global companies where communication in multiple languages is required ・Business administrators who spend time on manual translation and input into spreadsheets ・Owners of small and medium-sized enterprises aiming for efficient information sharing and data management ・IT personnel who wish to improve business processes through automation
■Notes ・Please link each of Google Chat, Google Spreadsheet, and Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Integration with Google Chat is only possible with Google Workspace. Please see below for details. https://intercom.help/yoom/ja/articles/6647336
■Overview The "Translate text posted to Microsoft Teams channel to English, reply, and store in Google Spreadsheet" flow is a business workflow that assists in improving team communication efficiency and data management. By automatically translating and replying to interactions on Microsoft Teams and organizing the content in a spreadsheet, centralized information management becomes possible.
■Recommended for ・Team leaders who use Microsoft Teams daily and need multilingual support ・Project managers who want to organize and share communication content ・IT personnel managing data using Google Spreadsheets ・Executives aiming to improve work efficiency through process automation ・Business users who want to smoothly integrate Microsoft Teams and Google Spreadsheet
■Notes ・Please integrate both Microsoft Teams and Google Spreadsheet with Yoom. ・Trigger intervals can be set at 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and you may fail authentication if you are not subscribed to the general business plan.
■Overview The 'When a specific labeled email is received in Gmail, translate it into English and add it to Google Sheets' workflow is a business workflow that streamlines email management and data organization. Processing a large volume of emails daily can be challenging, but by assigning specific labels, necessary information can automatically be translated into English and written to Google Sheets. This enables accurate data management while reducing manual effort.
■Recommended for - Business users who want to efficiently manage emails received in Gmail - Individuals who want to organize received emails in languages other than English through automatic translation - Team leaders who want to centralize data management using Google Sheets - Office personnel who spend time on manual data entry - Company executives who want to promote business automation and improve productivity
■Notes - Please connect Gmail and Google Sheets respectively with Yoom. - Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the minimum activation interval may differ depending on the plan.
■Overview This is a flow to send conversion events using Meta Conversion API with Jotform content. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps. ■Recommended for ・Those who create and operate request for information or event application forms ・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 marketing efficiency by enhancing conversion measurement accuracy
■Notes ・Please integrate Jotform and Meta Conversion API with Yoom. ・Refer to the following for Jotform's Webhook settings: https://intercom.help/yoom/en/articles/8105581
■Overview This is a flow to send conversion events using the Meta Conversion API with Yoom form content. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Companies creating and operating request for information or event application forms ・Those who want to utilize lead information obtained from website forms for measurement tasks ・Those who manually transcribe form 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 accuracy of conversion measurement and streamline marketing operations
■Notes ・Please integrate Meta Conversion API with Yoom.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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.
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