[Easy Setup] How to Automatically Link Form Data with Meta Ads (Facebook)
How to Integrate Applications
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2025-05-21
[Easy Setup] How to Automatically Link Form Data with Meta Ads (Facebook)
m.i
"Checking Meta Ads (Facebook) reports can be surprisingly tedious..." "I also tend to forget to share the reports..." You might hear such comments! This burden might be significantly reduced by integrating forms with Meta Ads (Facebook).
For example, you can specify the period for which you want to obtain reports via a form, automatically retrieve reports from Meta Ads (Facebook), and share them on Slack. This way, you can quickly obtain reports, which should contribute to planning marketing strategies! Additionally, it's appealing that you can also integrate with form tools you regularly use, like Google Forms or Typeform! Leave the manual work to automation and focus more on other tasks!
For those who want to try it as soon as possible
Yoom offers templates to automate workflows using Meta Ads (Facebook) and forms! If you want to try it right away, click the banner below to get started!
What You Can Do by Integrating Meta Ads (Facebook) with Forms
By integrating Meta Ads (Facebook) with various form APIs, you can automatically link form response data to Meta Ads (Facebook)!
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of Meta Ads (Facebook) and forms. Registration takes only 30 seconds, so feel free to give it a try!
Linking Yoom Form Data to Meta Ads (Facebook)
You can automatically link response data from Yoom Forms to Meta Ads (Facebook). Yoom Forms allow you to use response data as is, making it easy to achieve data integration without complex operations, which is a key attraction.
Link Google Form Data to Meta Ads (Facebook)
You can automatically link Google Form response data to Meta Ads (Facebook). As long as you have a Google account, you can use it for free and create forms in various formats, making it perfect for those who want to easily try linking.
Integrate Typeform Data with Meta Ads (Facebook)
You can automatically integrate Typeform response data with Meta Ads (Facebook). By connecting Typeform's intuitive form operations with Meta Ads (Facebook), both form respondents and administrators will have an enhanced experience in form usage and data management.
Integrate Jotform Data with Meta Ads (Facebook)
You can automatically integrate Jotform response data with Meta Ads (Facebook). Jotform is known for its high level of customization, and by fully integrating its response data with Meta Ads (Facebook), detailed data management seems achievable.
Integrate Tally Data with Meta Ads (Facebook)
You can automatically integrate Tally response data with Meta Ads (Facebook). While Tally is known for its simple features, it is recommended for those who want to effectively manage data even with minimal forms.
Integrate Zoho Forms Data with Meta Ads (Facebook)
You can automatically integrate response data from Zoho Forms with Meta Ads (Facebook). For those familiar with using Zoho services, this form can also be integrated with Meta Ads (Facebook) to streamline the management of response data.
Let's Create a Flow to Integrate Meta Ads (Facebook) with Forms
Now, let's go ahead and create a flow to integrate Meta Ads (Facebook) with forms! This time, we'll proceed with the setup using Yoom without any coding, so if you don't have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that obtains and notifies campaign reports from Meta Ads (Facebook) based on form responses! The creation process is broadly divided into the following steps.
Integrate Meta Ads (Facebook) with Slack via My Apps
Copy the template
Set triggers in Yoom forms and configure actions for Meta Ads (Facebook) and Slack
Set the trigger to ON and complete the preparation for flow operation
Step 1: Connect My App
Connecting your app first will make the subsequent settings proceed smoothly. First, let's connect your current Meta Ads (Facebook) with Yoom. Select My App → Add from the left side of the Yoom page.
Search for Meta Ads (Facebook). Log in on the screen below and proceed with the operation.
Next, connect with Slack.
As before, search by app name and sign in on the screen below. If it doesn't work, please refer to How to Register My App on Slack.
Once the connection with Meta Ads (Facebook) and Slack is complete and displayed in My App, it's OK.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try this template'.
As you proceed, the template will be automatically copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step. The template will be saved in My Projects. You can change the template name if necessary. Click on My Projects on the left to display the template you just copied. Click on the ellipsis (...) on the right and select Edit.
Next, to set up the creation of a campaign report on Meta Ads (Facebook) using the form content, click on "Create Campaign Report".
Set the title and linked account as desired, and proceed by clicking "Next" with the action as per the template.
This screen is already set up, so test without changes.
If linked correctly, the report ID will be displayed in the retrieved value at the bottom of the screen. You can use this retrieved value in the subsequent action settings!
Step 5: Set Up Campaign Report Retrieval
Next, click on "Get Campaign Report".
Set the title and linked account as desired, and proceed by clicking "Next" with the action as per the template.
This is also already set up, so test as is.
If successful, the retrieved data will be displayed as shown below, so save it.
Step 6: Set Up Slack Notification
Next, to notify Slack of the Meta Ads (Facebook) campaign information, click "Send Message to Channel".
Set the title and linked account as desired, and proceed by clicking "Next" with the action as per the template.
Destination Channel ID: Click the relevant field and select from the options displayed as shown below.
Message: Set using the retrieved values.
*Items selected from the retrieved value will be displayed in a red frame. This indicates a reference to the value, allowing you to use the value obtained by the trigger directly. If you directly enter periods or other values here, they will be used every time the flow is triggered, so be sure to select from the retrieved value.
Step 7: Turn On the Trigger and Complete Preparation
When the following image is displayed, turn on the trigger. With this, all settings are complete, so let's check if the campaign report is obtained and notified on Meta Ads (Facebook) based on the form responses.
That was the method for "Obtaining and Notifying Campaign Reports on Meta Ads (Facebook) Based on Form Responses".
Other Automation Examples Using Meta Ads (Facebook)
In addition to the form integration introduced this time, it is also possible to notify lead registrations on Meta Ads (Facebook) or to obtain and update reports on Meta Ads (Facebook) when data is registered in Google Sheets. In this way, various tasks can be automated using the Meta Ads (Facebook) API, so if there is something you are interested in, please try it out!
Conclusion
By integrating forms with Meta Ads (Facebook), you can manage your advertising operations more smartly. Automating the process of obtaining campaign reports from Meta Ads (Facebook) based on form responses and notifying via Slack centralizes information gathering and sharing. This helps prevent time loss due to manual work and aids in marketing strategy! In addition to Yoom forms, you can also use tools like Google Forms and Typeform, allowing you to utilize user-friendly forms.
If you are interested in automation using Yoom, please create a free account from here. Registration is easy and takes about 30 seconds, so you can set it up during your work!
By implementing Yoom templates, you can proceed easily with no-code. If you want to improve your work speed and quality, consider introducing automation!
The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate.
Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work.
I'm impressed every day by the convenience of Yoom while writing a blog.
I try to make the structure easy to understand.
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