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To maximize the effectiveness of advertising, accurate information management and rapid data processing are essential.
The integration of HubSpot and Meta Conversion API introduced this time may enhance lead management and improve ad performance.
In this article, we will explain how to automatically send conversion events with the Meta Conversion API when lead information is registered in HubSpot.
By utilizing this automation, you can not only streamline data management but also improve the accuracy of ad delivery.
If you are responsible for advertising operations on a regular basis, please read to the end.
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily implement it.
You can start immediately from the template below, so please give it a try!
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using HubSpot for marketing tasks
・Those managing lead information with HubSpot
・Those who want to reduce the burden of data entry tasks
2. Those using Meta's conversion tracking
・Those who want to utilize lead information collected in HubSpot for tracking
・Those aiming to improve the efficiency of marketing tasks by enhancing the accuracy of conversion tracking
■Benefits of using this template
The Meta Conversion API is a convenient tool that allows you to send information necessary for conversion tracking directly to Meta's ad server without using cookies. However, manually sending data every time a new lead is registered can be time-consuming and labor-intensive.
By using this template, you can automatically send data to Meta when a new contact is registered in HubSpot. This eliminates the need for data entry during transmission, reducing the burden on marketers and decreasing the risk of errors such as input mistakes or missed transmissions.
■Notes
・Please integrate Yoom with HubSpot, the Meta Conversion API, and 0CodeKit.
・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.
[What is Yoom]
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.
If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.
Let's register HubSpot 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" → "+ Add" 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, 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 and Meta Conversion API are displayed in My Apps, the registration is complete.
To set up automation, click "Try it" on the banner below.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using HubSpot for marketing tasks
・Those managing lead information with HubSpot
・Those who want to reduce the burden of data entry tasks
2. Those using Meta's conversion tracking
・Those who want to utilize lead information collected in HubSpot for tracking
・Those aiming to improve the efficiency of marketing tasks by enhancing the accuracy of conversion tracking
■Benefits of using this template
The Meta Conversion API is a convenient tool that allows you to send information necessary for conversion tracking directly to Meta's ad server without using cookies. However, manually sending data every time a new lead is registered can be time-consuming and labor-intensive.
By using this template, you can automatically send data to Meta when a new contact is registered in HubSpot. This eliminates the need for data entry during transmission, reducing the burden on marketers and decreasing the risk of errors such as input mistakes or missed transmissions.
■Notes
・Please integrate Yoom with HubSpot, the Meta Conversion API, and 0CodeKit.
・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.
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".
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 that the trigger interval varies depending on the plan.
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.
Scroll down and make the following settings.
Scroll down and set the items.
If there are other necessary fields, set them in the same way.
Once you have set them, click "Test" → "Test Successful" → "Save".
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.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using HubSpot for marketing tasks
・Those managing lead information with HubSpot
・Those who want to reduce the burden of data entry tasks
2. Those using Meta's conversion tracking
・Those who want to utilize lead information collected in HubSpot for tracking
・Those aiming to improve the efficiency of marketing tasks by enhancing the accuracy of conversion tracking
■Benefits of using this template
The Meta Conversion API is a convenient tool that allows you to send information necessary for conversion tracking directly to Meta's ad server without using cookies. However, manually sending data every time a new lead is registered can be time-consuming and labor-intensive.
By using this template, you can automatically send data to Meta when a new contact is registered in HubSpot. This eliminates the need for data entry during transmission, reducing the burden on marketers and decreasing the risk of errors such as input mistakes or missed transmissions.
■Notes
・Please integrate Yoom with HubSpot, the Meta Conversion API, and 0CodeKit.
・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.
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!
Since you can seamlessly register contacts in HubSpot, manual registration work is unnecessary, allowing you to streamline customer management.
■Overview
This is a flow to register contacts in HubSpot from signature information of emails received in Gmail.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Gmail regularly
・Those who handle customer interactions and inquiries via Gmail
2. People who manage contact information in HubSpot
・Those who manually register contacts in HubSpot based on email signature information
■Benefits of using this template
Transcribing email signature information to register contacts in HubSpot can be tedious.
Additionally, if you process a large number of emails daily, it may feel time-consuming and inefficient.
This flow allows you to read email signature information received in Gmail and register contacts in HubSpot, thus streamlining the manual transcription process.
By automating manual tasks, you can allocate more time to high-priority tasks such as following up with existing customers and preparing new projects.
■Notes
・Please connect both Gmail and HubSpot with Yoom.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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
This is a flow to register contacts in HubSpot from signature information received in Outlook emails.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who regularly register contacts in HubSpot
・Those who want to improve the accuracy of contact information and work efficiency
■Benefits of using this template
When registering contacts in HubSpot based on email signature information, manual verification and input can be cumbersome.
Moreover, if there are errors due to manual input, it may hinder customer service, and you might feel the need to streamline the input process.
This flow allows you to accurately register contacts in HubSpot, eliminating concerns about input errors and enabling you to reduce working time.
■Notes
・Please connect both Outlook and HubSpot with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・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
This is a flow to register contacts in HubSpot from the signature information of received emails.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who regularly check and respond to emails
・Sales department personnel who handle customer interactions and inquiries
・Those who register contacts in HubSpot based on information provided in emails
2. Those who manage customers using HubSpot
・Those who manually register contacts
・Those who want to streamline and enhance the accuracy of contact registration and management
■Benefits of using this template
If you are using HubSpot for customer information management, you might find manual contact registration tedious.
Moreover, if other tasks consume your time, contact registration might get delayed, risking missed business opportunities.
With this flow, you can automatically register contacts in HubSpot by reading the signature information from received emails, eliminating the need for manual work.
Seamless contact registration in HubSpot is possible, making manual registration unnecessary and improving customer management efficiency.
■Notes
・Please integrate HubSpot with Yoom.
・AI operations are available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
You should receive a notification as soon as a new contact is created in HubSpot, eliminating any delay in information.
■Overview
The flow "Update Google Sheets when a HubSpot form is submitted" is a business workflow that streamlines marketing and customer data management.
With automatic updates, data can be organized and analyzed smoothly, leading to improved operational efficiency.
■Who We Recommend This Template For
■Benefits of Using This Template
■Overview
The workflow "Update Microsoft Excel information based on Hubspot form content" helps reduce the hassle of information updating tasks.
Since data can be updated automatically, it helps prevent transcription errors.
■Recommended for
■Benefits of using this template
By utilizing the flow to update Microsoft Excel information based on Hubspot form content, you can enjoy many benefits.
First, since the input content is directly reflected in Microsoft Excel, manual data transfer is no longer necessary.
This will improve the speed of operations and shorten the work period.
Additionally, since it only requires a single input, the risk of double entry and errors is reduced. Data consistency is maintained, making information management more efficient.
Furthermore, with reduced workload, the person in charge can focus on other important tasks.
■Overview
Using the workflow "Update kintone records based on Hubspot form content" makes information updating tasks easier.
Since the form content is automatically reflected in kintone, it helps prevent omissions in updates.
■Recommended for
■Benefits of using this template
The integration of Hubspot and kintone allows for speedy updates of records based on form content.
By using this flow, information omissions are reduced, and work efficiency is improved.
Especially for sales representatives and support teams, being able to quickly check and update customer information improves the quality of responses.
Additionally, by eliminating the hassle of duplicate entries, it becomes possible to allocate time to other important tasks.
This leads to an overall increase in productivity and maintains the accuracy of operations.
The process of updating information can be done quickly. By operating based on the latest data, your team's decision-making speed will improve.
■Overview
This is a flow that notifies Microsoft Teams when a new contact is created in HubSpot.
■Recommended for
1. Sales Department
・Sales teams that want to share new leads and customer information with the entire team and respond quickly
・Departments that want to collaborate as a team to follow up on new contacts
2. Customer Support Team
・Support teams that want to timely grasp new customer information and respond quickly
・Departments that want to enhance the consistency of customer support and share the latest information with everyone
3. Marketing Department
・Teams that want to plan and execute campaigns based on new customer information
・Departments that want to check lead generation results in real-time and plan the next actions
■Benefits of Using This Template
・Notifications are sent to Microsoft Teams simultaneously when a new contact is created in HubSpot, eliminating information delays.
・It enables the entire team to collaborate and respond quickly, improving the quality of customer support.
■Notes
・Please integrate both HubSpot and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Gmail when a new contact is registered in HubSpot.
■Recommended for
1. Sales Department
・Sales teams that want to share new leads and customer information with the entire team and respond quickly
・Departments that want to collaborate as a team to follow up on new contacts
2. Customer Support Team
・Support teams that want to timely grasp new customer information and respond quickly
・Departments that want to enhance consistency in customer support and share the latest information with everyone
3. Marketing Department
・Teams that want to plan and execute campaigns based on new customer information
・Departments that want to check the results of lead generation in real-time and plan the next actions
■Benefits of using this template
・You can significantly reduce working time by eliminating the need to manually check new contact information and notify Gmail.
・By sharing information via Gmail, all team members can easily grasp the latest contact information.
■Notes
・Please integrate both HubSpot and Gmail with Yoom.
◼️Overview
Automate sending notifications to Discord when a new contact is registered in HubSpot.
The content of the notification and the destination Discord channel can be freely customized.
◼️Setup Instructions
1. Connect both HubSpot and Discord apps with Yoom. (My App Integration)
2. Set up the trigger "When a new contact is created" in HubSpot.
3. In Discord, use the operation "Send a message to a text channel" to set the notification content and the destination channel.
◼️Notes
・You need to configure the integration settings for both your HubSpot and Discord accounts.
・Please adjust the notification content and channel settings as needed.
It is expected that by treating submissions from the form as conversion events, the effectiveness of advertisements can be understood more accurately.
■Overview
This is a flow for sending conversion events using the Meta Conversion API with the content of Jotform.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
■Benefits of using this template
With this flow, conversion events are automatically sent via the Meta Conversion API based on Jotform responses.
This eliminates the need for manual entry of lead information required for conversion measurement, reducing the workload for marketing personnel.
It also leads to a reduction in the risk of errors such as transcription mistakes or registration omissions.
It can be utilized for collecting lead information in various forms, such as service or event applications and document requests.
■Overview
This is a flow for sending conversion events using the Meta Conversion API with the content of Google Forms.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Marketing professionals who want to collect lead information through Google Forms and accurately measure the performance of Facebook ads
・For those who want to improve work efficiency by automatically sending lead information collected through Google Forms as conversion events, eliminating the need to manually input it into the Facebook Ads Manager
2. Those using Meta's conversion tracking
・For those who want to improve the accuracy of conversion tracking and streamline marketing operations
■Benefits of using this template
The Meta Conversion API is a convenient tool that allows you to send the necessary information for conversion tracking directly to Meta's ad server without using cookies.
However, manually performing this every time a lead is registered from Google Forms can be time-consuming and labor-intensive.
By using the [Send conversion events using the Meta Conversion API with the content of Google Forms] template, you can capture submissions from Google Forms as conversion events and more accurately understand the effectiveness of Meta ads. This reduces the burden on marketing professionals by eliminating the need for data registration and also reduces the risk of errors such as transcription mistakes or omissions.
■Notes
・Please integrate Google Forms, 0CodeKit, and the Meta Conversion API 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.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following.
■Overview
This is a flow for sending conversion events using the Meta Conversion API with the content of Yoom's form.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
With this flow, conversion events are automatically sent via the Meta Conversion API based on responses from Yoom's form.
There is no need to manually input lead information necessary for conversion measurement, reducing the workload for marketing personnel.
Additionally, it helps reduce the risk of errors such as transcription mistakes or registration omissions.
Yoom's forms can be freely customized, making them useful for collecting lead information in various formats, such as service or event applications, and document requests.
This can reduce the burden on staff and also decrease the risk of errors such as input mistakes and omissions.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in Airtable.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who use Airtable for business
・Those who manage lead information with Airtable
・Those who want to utilize lead information registered in Airtable in other apps
2. Those who use Meta's conversion tracking
・Those who want to utilize lead information other than Meta ads (Facebook ads), such as websites or offline events, for tracking
・Those who want to improve the accuracy of conversion tracking and streamline marketing operations
■Benefits of using this template
The Meta Conversion API is a convenient tool that allows you to send the necessary information for conversion tracking directly to Meta's ad server without using cookies. However, manually sending data every time a lead is registered can be time-consuming and labor-intensive.
By using this template, you can automatically send information to Meta when lead information is registered in Airtable. This eliminates the need for data entry at the time of sending, reducing the burden on marketing personnel and decreasing the risk of errors such as input mistakes or missed transmissions.
■Notes
・Please integrate Yoom with Airtable, Meta Conversion API, and 0CodeKit respectively.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in Sansan.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using Sansan for marketing
・Those managing lead business card information with Sansan
・Those looking to reduce the burden of transcription work
2. Those using Meta's conversion tracking
・Those who want to use lead information registered in Sansan for tracking
・Those aiming to improve the efficiency of marketing operations by enhancing conversion tracking accuracy
■Benefits of using this template
The Meta Conversion API is a useful tool for conversion tracking, but manually sending data every time a new lead is registered is inefficient.
By using this template, you can automatically send data to Meta when new lead business card information is registered in Sansan. This not only reduces the burden on marketing personnel but also decreases the risk of errors such as input mistakes and missed transmissions.
■Notes
・Please integrate Sansan, Meta Conversion API, and 0CodeKit with Yoom.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot and data connect settings will result in errors, so please be careful.
・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 subject to restrictions.
・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.
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.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a record is registered in Google Sheets.
By using Yoom, you can easily integrate without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Marketing personnel managing conversion event information in Google Sheets
2. Those who want to enhance advertising effectiveness using the Meta Conversion API
・Those who are measuring the effectiveness of ad campaigns but find data integration cumbersome
■Benefits of using this template
By using this template, a conversion event is automatically sent via the Meta Conversion API when a record is registered in Google Sheets.
This enables effective marketing strategies.
Data that could not be captured by traditional methods such as offline events can also be sent, improving ad performance.
Additionally, by using Yoom, you can easily integrate without the need for complex environment setup.
■Notes
・Please integrate both Google Sheets and the Meta Conversion API with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
By integrating HubSpot with the Meta Conversion API, it is expected that ad optimization can be achieved.
For example, 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.
Ads may be delivered without being affected by browser settings.
Manual data entry can lead to errors or omissions.
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.
For example, accurate data reflected in ads can reduce misidentification of target users, potentially improving conversion accuracy.
When new leads are registered in HubSpot, the data will likely be directly shared with 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.
By implementing this automation, you should be able to reduce the time spent on tasks.
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.
