How to integrate HubSpot with Meta Conversion API to send conversion events via Meta Conversion API after lead registration in HubSpot

The integration of HubSpot and Meta Conversion API can enhance lead management and potentially improve ad performance.
In this article, we explain how to automatically send conversion events via the Meta Conversion API when lead information is registered in HubSpot.
Utilizing this automation can not only streamline data management but also improve the accuracy of ad delivery.

Recommended for

Those who use HubSpot and Meta Conversion API for lead management and ad operations
Those who want to reduce manual data entry and minimize human errors
Marketing professionals who feel challenged by effective targeting

Benefits and Examples of Integrating HubSpot and Meta Conversion API

Benefit 1: Potential for Ad Optimization

Integrating HubSpot with the Meta Conversion API can lead to ad optimization.
For example, a company promoting events can register campaign leads in HubSpot, allowing conversion events to be sent via the Meta Conversion API, thus displaying appropriate ads after lead acquisition.
This may enable ad delivery without being affected by browser settings.

Benefit 2: Prevention of Human Errors

Manual data entry can lead to errors and omissions.
By utilizing this automation, conversion events are sent via the Meta Conversion API based on lead information in HubSpot, preventing human errors.
For example, accurate data is reflected in ads, reducing misidentification of target users and potentially improving conversion accuracy.

Benefit 3: Elimination of Manual Work

When a new lead is registered in HubSpot, the data is automatically shared as conversion data via the Meta Conversion API.
For example, manually entering new leads registered in HubSpot into the Meta Conversion API is cumbersome, but sending them as conversion events can alleviate this burden.
Implementing this automation can significantly reduce the time spent on such tasks.

We will introduce the automation method using Yoom by integrating HubSpot and the Meta Conversion API.

[About Yoom]

How to Create a HubSpot and Meta Conversion API Integration Flow

This time, we will introduce how to set up the following template: "When a lead is registered in HubSpot, send a conversion event via the Meta Conversion API."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The integration flow is broadly divided into the following processes: - Register HubSpot, 0CodeKit, and Meta Conversion API as My Apps - Copy the template - Set the trigger in HubSpot, which serves as the starting point of the flow, and configure the subsequent Meta Conversion API operations - Turn on the trigger button and verify the integration between HubSpot and the Meta Conversion API If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in. 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 My Apps will facilitate smooth automation settings. First, register HubSpot as a My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. Search for HubSpot from the list of apps or use the "Search by App Name" feature. 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 a My App. Similarly, search for 0CodeKit from the list or use the search feature. 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, review the instructions, and set the "Account Name" and "Access Token." Next, register Meta Conversion API as a My App. Similarly, search for Meta Conversion API (Facebook) from the list or use the search bar. 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 following page.
First, go to HubSpot settings and click "When a new contact is registered".

Step 3: Set the HubSpot trigger that initiates 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" → Confirm 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: The trigger interval varies depending on the plan, so be careful.

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

Next, to configure the setting to hash text 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" → Confirm if the account is correct
"Action" → Hash Text

When the following screen is displayed, configure the settings.

"Hash Algorithm Type" → 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 configure the Meta Conversion API settings, 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" → Confirm if the account is correct
"Action" → Send Conversion Event

Please check the following precautions.

Scroll down and configure 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 to configure the settings for the hashed items.
This time, since the email address was hashed, set the "Hashed Text" from 0CodeKit's output to the email address field.
If there are other necessary fields, configure 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 settings.
Check if the flow bot starts up correctly.

Here is the template used this time.

Other Automation Examples Using Meta Conversion API

1. This is a flow where a conversion event is automatically sent via the Meta Conversion API when a record is registered in Google Sheets.
It is recommended for those who manage conversion event data using Google Sheets.
When a record is registered in Google Sheets, a conversion event can be automatically sent via the Meta Conversion API, making it effective for marketing strategies.

2. This is a flow that automatically sends conversion events using the Meta Conversion API with the content from Google Forms.
It eliminates the need to manually enter lead information from Google Forms into the Facebook Ads Manager.
It prevents human errors, registration omissions, and transcription mistakes.

3. This is a flow where a conversion event is automatically sent via the Meta Conversion API when a schedule is registered in TimeRex.
It is recommended for those who want to send conversion events at the time a schedule is registered.
It eliminates the need to manually send conversion events, reducing the burden on marketing personnel.

Summary

If you want to improve the accuracy of your ads, integrating HubSpot with the Meta Conversion API is effective.
By implementing this automation, you can achieve optimized ad delivery based on HubSpot lead information.
This will reduce manual workload and help avoid human errors.

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