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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.
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.
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.
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]
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.
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".
The following screen will be displayed, so please check the settings.
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.
When the following screen is displayed, configure the settings.
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.
Please check the following precautions.
Scroll down and configure the following settings.
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".
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.
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.
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.