How to integrate Meta Ads (Facebook) with SendGrid to add leads registered in Meta Ads (Facebook) as contacts in SendGrid

If you want to achieve advertising effectiveness more efficiently, utilizing Meta Ads (Facebook) is a powerful means to streamline sales activities and marketing initiatives.
By leveraging Yoom to integrate Meta Ads (Facebook) with SendGrid, you can eliminate the hassle of data registration tasks and achieve quick and accurate information management.
Smooth operations may enable you to send marketing emails aligned with lead information.
This article explains how to set up an automated flow to add contacts to SendGrid when leads are registered with Meta Ads (Facebook) and the benefits of implementing it.
Incorporating this into your operations can help with centralized data management and effective marketing activities, so please take a look.

Recommended for‍

Those who are utilizing Meta Ads (Facebook) for sales activities
Persons responsible for sending marketing emails with SendGrid
Marketing personnel looking to streamline lead data management
Managers who feel challenged by information sharing and collaboration across multiple departments
Those who want to enhance data accuracy and automate operations using IT tools

Benefits and Examples of Integrating Meta Ads (Facebook) with SendGrid

1. Shorten Time to Start Activities

Automatically adding lead information acquired through Meta Ads (Facebook) to SendGrid can streamline sales activities.
By eliminating the need to manually register lead information, you can reduce time loss and respond quickly to new leads.
For example, if you can quickly add to the contact list after lead registration, the sales team can act based on the latest lead information and approach customers at the optimal timing.

2. Improve Data Accuracy

By automatically importing lead information obtained through Meta Ads (Facebook) into SendGrid, centralized management of marketing data is achieved.
For instance, reducing manual data registration tasks by personnel can prevent human errors and information omissions, allowing for accurate data management.
This can enhance the accuracy of analysis and lay the foundation for deploying more effective marketing initiatives.

3. Facilitate Smooth Business Collaboration

Quickly sharing lead information acquired through Meta Ads (Facebook) with SendGrid facilitates smooth information sharing across multiple departments, such as sales and marketing.
For example, while the marketing team manages leads, the sales team can use that data to send follow-up emails, achieving efficient team collaboration.
Automatic reflection of information prevents unnecessary duplicate tasks and information omissions.

Now, let's create a flowbot using the template "Add as a contact to SendGrid when a lead is registered with Meta Ads (Facebook)".

[What is Yoom]

How to Add as a Contact to SendGrid When a Lead is Registered with Meta Ads (Facebook)

It is possible to achieve this by receiving lead registration from Meta Ads (Facebook) using the Meta Ads (Facebook) API and adding the lead data registered with Meta Ads (Facebook) as a new contact to SendGrid using the API provided by SendGrid.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The work until the flow is completed will proceed as follows.

Integration of My Apps with Meta Ads (Facebook) and SendGrid
Copy the template
Set triggers for Meta Ads (Facebook) and configure SendGrid
Turn on the trigger

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If you are already using Yoom, please log in.

・Integrate Meta Ads (Facebook) and SendGrid with My App

(1) First, connect Meta Ads (Facebook) to your app.
After logging into your Yoom account, click on "My Apps" on the left panel and search for Meta Ads (Facebook) from "New Connection".

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(2) Click on the Meta Ads (Facebook) app icon when it appears.

(3) You will be redirected to the Meta Ads (Facebook) login screen. Enter your email address (or phone number) and password, then click [Login].

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(4) On the next screen, select the page you want to link to Yoom and click [Continue].

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(5) On the next screen, review the access request and click [Save].

(6) On the "Linked to Yoom" screen, click [OK].

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The connection to Meta Ads (Facebook) is now complete.

(7) Next, let's connect SendGrid.
Search for the app in the same way as the new connection for Meta Ads (Facebook).

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(8) Enter the "Account Name" and "Access Token", then click [Add].

After clicking, you will be redirected to the My Apps screen of your Yoom account with both apps added.
Both apps are now connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app is complete in your Yoom account, click the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・Meta Ads (Facebook) Trigger Setup

(1) First, set up the Meta Ads (Facebook) app trigger.

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From the My Projects on the left side of your Yoom account screen, click "【Copy】Add as a contact in SendGrid when a lead is registered in Meta Ads (Facebook)".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on "When lead information is created" as the trigger.

(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, set the "Trigger Activation Interval" and "Form ID".
Choose any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Activation Interval".
*Note that the trigger activation interval varies depending on the plan.

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(5) Set any information for the "Form ID".
(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
As noted, "This value can be used in other operations," you can reference and utilize it in subsequent steps.

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・SendGrid Setup

(1) Finally, click the second action "Add new contact to contact list".

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(2) Enter the account information to be linked with SendGrid and click [Next].

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(3) On the next screen, set up the process of adding new contacts to the specified contact list.
Click the input bar to reference the output obtained in the previous step.
(Below is an example referencing the "Email Address" and "Last Name" information obtained in the previous step.)

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(4) For the 'List ID' of the "List to Add", click the input bar to expand the information based on the linked account content as "candidates".
Select the information you want to set.

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(5) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn ON the Trigger

Click the "Turn ON Trigger" in the red frame on the screen below to automatically activate the flow bot.

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Here is the template used this time

Other Automation Examples Using SendGrid

There are other examples of automation using SendGrid available on Yoom, so here are a few introductions.

Add a Contact to SendGrid When a Record is Registered in JUST.DB

This flow is recommended for those managing lead information with JUST.DB.
Automatic data reflection eliminates the need for manual entry, reducing the workload for staff.
By automating tasks, you can efficiently conduct marketing and sales activities using email.

Add Information Registered in Bubble to SendGrid

This is a flow that automatically adds lead information registered in Bubble directly to a specific contact list in SendGrid.
This eliminates the need for manual transcription work, reduces the workload for the person in charge, and prevents input errors and registration omissions.

Add a lead registered in Airtable as a contact in SendGrid

This flow is recommended for those who want to synchronize registered lead information with other apps to aid in marketing and sales activities.
Since the registered data is automatically reflected, it is expected to improve the efficiency of marketing and sales activities that involve sending emails to leads.

Summary

By integrating Meta Ads (Facebook) with SendGrid as introduced this time, daily tasks can be automated, improving the efficiency of sales and marketing activities.
With the automatic addition of lead information, the manual effort of the person in charge is reduced, and the accuracy of the data can be enhanced.
This allows staff in each department to quickly respond using the latest information.

Please refer to this article and utilize Yoom to experience automation through app integration.