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.
Recommended for
Those who use HubSpot and Meta Conversion API for lead management and advertising operations
Those who want to eliminate data entry tasks and reduce human error
Marketing professionals who feel challenged by effective targeting
For those who want to try it immediately
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!
When a lead is registered in HubSpot, send a conversion event with the Meta Conversion API.
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 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
If you are not using Yoom, please register for free here. If you are already using Yoom, please log in.
Step 1: Register HubSpot and Meta Conversion API as My Apps
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.
Step 2: Copy the Template
To set up automation, click "Try it" on the banner below.
When a lead is registered in HubSpot, send a conversion event with the Meta Conversion API.
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 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
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 items. If there are other necessary fields, set them in the same way.
Once you have set them, 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.
When a lead is registered in HubSpot, send a conversion event with the Meta Conversion API.
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.
Register a contact in HubSpot from the signature information of an email received in Gmail.
■Overview The "Update Google Spreadsheet when a HubSpot form is submitted" flow is a business workflow that streamlines marketing and customer data management. With automatic updates, data organization and analysis can be performed smoothly, leading to improved operational efficiency.
■Recommended for - Marketing, sales, and customer support personnel who manage form data collected in HubSpot using Google Spreadsheets - Business owners considering automating data entry tasks and finding manual updates cumbersome - IT personnel looking to integrate multiple SaaS applications to improve operational efficiency
■Notes - Please integrate both HubSpot and Google Spreadsheets with Yoom. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest trigger interval varies depending on the plan, so please be aware.
■Overview The "Update Microsoft Excel information based on Hubspot form content" workflow reduces the effort of information update tasks. It allows for automatic data updates, helping to prevent transcription errors.
■Recommended for ・Those using Hubspot for customer management and form collection ・Those managing collected information in Microsoft Excel but finding manual updates cumbersome ・Those who want to keep data up-to-date and share consistent information across the team ・Those who want to improve work efficiency by utilizing automated flows ・Those who want to optimize daily tasks and focus on more important work
■Notes ・Please link both Hubspot and Microsoft Excel with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview Using the "Update kintone records based on Hubspot form content" workflow makes information update tasks easier. The form content is automatically reflected in kintone, helping to prevent update omissions.
■Recommended for ・Those using Hubspot for lead management and marketing ・Those who want to integrate Hubspot and kintone for centralized data management ・Those who want to proceed with tasks quickly without spending time on manual data entry ・Sales representatives who want to accurately record and manage interaction history with customers ・Those who want to efficiently update customer information using kintone and quickly share it internally ・Those who want to automate frequent update tasks while maintaining the consistency of customer data
■Notes ・Please integrate Yoom with both Hubspot and kintone. ・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.
■Overview This is a flow to send conversion events using Meta Conversion API with Jotform content. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps. ■Recommended for ・Those who create and operate request for information or event application forms ・Those who want to use lead information obtained from website forms for measurement tasks ・Those who manually transcribe Jotform responses and want to reduce workload ・Those who want to prevent input errors or omissions when registering information necessary for Meta conversion measurement ・Those who want to improve marketing efficiency by enhancing conversion measurement accuracy
■Notes ・Please integrate Jotform and Meta Conversion API with Yoom. ・Refer to the following for Jotform's Webhook settings: https://intercom.help/yoom/en/articles/8105581
■Overview This is a flow to send conversion events using the Meta Conversion API with Yoom form content. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps.
■Recommended for ・Companies creating and operating request for information or event application forms ・Those who want to utilize lead information obtained from website forms for measurement tasks ・Those who manually transcribe form responses and want to reduce workload ・Those who want to prevent input errors or omissions when registering information necessary for Meta conversion measurement ・Those who want to improve the accuracy of conversion measurement and streamline marketing operations
■Notes ・Please integrate Meta Conversion API with Yoom.
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.
When a record is registered in Google Sheets, send a conversion event with the Meta Conversion API.
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, 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.
Benefit 2: Prevention of Human Error
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.
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, 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.
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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