How to Send Conversion Events with Meta Conversion API After Lead Registration in HubSpot

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How to Create a HubSpot and Meta Conversion API Integration Flow

This time, let's achieve an automated flow using the template "Send a conversion event with Meta Conversion API when a lead is registered in HubSpot."

The integration flow is broadly created through the following processes.

• Register HubSpot, 0CodeKit, and Meta Conversion API as My Apps
• Copy the template
• Set the trigger in HubSpot that initiates the flow and the subsequent Meta Conversion API operation settings
• Turn on the trigger button and verify the integration operation between HubSpot and Meta Conversion API

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Step 1: Register HubSpot, 0CodeKit, and Meta Conversion API as My Apps

Let's register HubSpot, 0CodeKit, and Meta Conversion API as My Apps to connect them to Yoom.
Pre-registering as My Apps will help the automation setup proceed smoothly.

First, register HubSpot as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

Search for HubSpot from the app list or use "Search by App Name".

Move to the HubSpot screen and click in the order of "Settings" → "Users & Teams" → "Grant Super Admin Permissions".

Return to the Yoom screen and sign in to HubSpot.

Next, proceed to register 0CodeKit as My App.
Search for 0CodeKit from the list or use the search function as before.
Move to the 0CodeKit screen, check the API key in your account, and click the copy mark next to it to copy.

Return to the Yoom screen, check the explanation, and set the "Account Name" and "Access Token".

Next, register Meta Conversion API as My App.
Search for Meta Conversion API (Facebook) from the list or use the search bar as before.
The following screen will be displayed, so set the "Account Name" and "Access Token".
For the registration method of My Apps, please check here.

If HubSpot, 0CodeKit, and Meta Conversion API are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, please make them from the page below.
First, go to the HubSpot settings and click "When a new contact is registered".

Step 3: Set the HubSpot trigger that starts the flow and the subsequent Meta Conversion API operation settings

The following screen will be displayed, so please check the settings.

• "Title" → Can be changed as desired
• "Account information linked with HubSpot" → Check if the account is correct
• "Trigger action" → When a new contact is created
  

When the following screen is displayed, set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* Note that the trigger interval varies depending on the plan.

Once set, click "Test" → "Test Successful" → "Save".

Next, to set up text hashing using the hash algorithm specified by 0CodeKit, click "Hash Text".
The following screen will be displayed, so please check the settings.

• "Title" → Can be changed as desired
• "Account information linked with 0CodeKit" → Check if the account is correct
• "Action" → Hash Text
  

When the following screen is displayed, proceed with the settings.

• "Type of Hash Algorithm" → SHA256
• "Message" → Select from HubSpot's output
  Click the arrow in the red frame to select the output.

Once set, click "Test" → "Test Successful" → "Save".

Next, to set up the Meta Conversion API, click "Send Conversion Event".
The following screen will be displayed, so please check the settings.

• "Title" → Can be changed as desired
• "Account information linked with Meta Conversion API" → Check if the account is correct
• "Action" → Send Conversion Event
  

Please check the following precautions.

Scroll down and make the following settings.

• "Pixel ID" → Obtain from Meta Conversion API data source
• "Event Name" → Set as desired
• "Event Occurrence Time" → Set as described
• "Action Source" → Set as desired
  

Scroll down and set the hashed items.
This time, since the email address was hashed, set "Hashed Text" from 0CodeKit's output to the email address field.
If there are other necessary fields, set them as well.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and verify the integration operation between HubSpot and Meta Conversion API

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is operating correctly.

Here is the template used this time.

Other Automation Examples Using HubSpot and Meta Conversion API

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

Automation Examples Using HubSpot

Register contacts in HubSpot from signature information of received emails

Since you can seamlessly register contacts in HubSpot, manual registration work is unnecessary, allowing you to streamline customer management.

Update Information When a HubSpot Form is Submitted

The process of updating information can be done quickly. By operating based on the latest data, your team's decision-making speed will improve.

Notify When a New Contact is Registered in HubSpot

You should receive a notification as soon as a new contact is created in HubSpot, eliminating any delay in information.

Automation Example Using Meta Conversion API

Sending Conversion Events with Meta Conversion API Using Form Contents

It is expected that by treating submissions from the form as conversion events, the effectiveness of advertisements can be understood more accurately.

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

This can reduce the burden on staff and also decrease the risk of errors such as input mistakes and omissions.

Send conversion events with Meta Conversion API once the information is registered

Since data from offline events that could not be captured by traditional methods can also be sent directly to the server, an improvement in ad performance can be expected.

Benefits of Integrating HubSpot with Meta Conversion API

Benefit 1: Potential for Ad Optimization

By integrating HubSpot with the Meta Conversion API, it is expected that ad optimization can be achieved.
For example, <span class="mark-yellow">when a company promoting an event registers campaign leads in HubSpot, they can send conversion events via the Meta Conversion API, allowing them to display appropriate ads after acquiring leads.</span>
Ads may be delivered without being affected by browser settings.

Benefit 2: Prevention of Human Error

Manual data entry can lead to errors or omissions.
<span class="mark-yellow">By utilizing this automation, conversion events can be sent via the Meta Conversion API based on HubSpot lead information, which should help prevent human errors.</span>
For example, accurate data reflected in ads can reduce misidentification of target users, potentially improving conversion accuracy.

Benefit 3: Elimination of Manual Work

When new leads are registered in HubSpot, the data will likely be directly shared with the Meta Conversion API.
For example, <span class="mark-yellow">manually entering new leads registered in HubSpot into the Meta Conversion API is cumbersome, but sending them as conversion events can alleviate this burden.</span>
By implementing this automation, you should be able to reduce the time spent on tasks.

Conclusion

If you are looking to improve ad accuracy, integrating HubSpot with the Meta Conversion API is effective.
By implementing this automation, you can achieve optimized ad delivery based on HubSpot lead information.
The burden of manual work is reduced, which may help avoid human errors such as data entry mistakes or forgetting to send events.

With Yoom, you can easily integrate HubSpot with the Meta Conversion API without complicated settings.
Utilize this automation to conduct marketing activities efficiently.