How to send a conversion event with the Meta Conversion API when a lead is registered in Salesforce

Click on "When a record is registered" in the app trigger.

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(2) From the "Select Integration Account and Action" screen in Salesforce, check that there are no errors in the account information to be integrated with Salesforce, keep the trigger action as "When a new record is registered in the lead object," and click "Next."

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(3) From the "API Connection Settings for App Trigger" screen, select the trigger activation interval.
Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest trigger activation interval varies depending on the plan.

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Scroll down, check the red line, and enter the main URL.
Once the input is complete, click "Test," and if no error occurs, click "Save" at the bottom.

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Step 3: Integrate with Meta Conversion API to Send Conversion Events

(1) Next, integrate with the Meta Conversion API to send conversion events.
Click "Send Conversion Event."

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(2) From the "Select Integration Account and Action" screen in the Meta Conversion API, check that there are no errors in the account information to be integrated with the Meta Conversion API (Facebook), keep the action as "Send Conversion Event," and click "Next."

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(3) From the "API Connection Settings" screen, enter the Pixel ID and event name.
・Pixel ID: Obtain from the Meta Conversion API data source and enter directly
・Event Name: Enter directly

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Scroll down and enter the event occurrence time and action source.
・Event Occurrence Time: Select from the output
・Action Source: Select from the dropdown

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Other fields are not mandatory. Please fill in the necessary fields.
Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save."
(4) Finally, click "Turn on Trigger."

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This completes the flowbot "When a lead is registered in Salesforce, send a conversion event with the Meta Conversion API."

Other Automation Examples Using Salesforce and Meta Conversion API

In addition to the flow introduced this time, you can achieve various business automations by utilizing the APIs of Salesforce and Meta Conversion API.
All of them can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Salesforce and Meta Conversion API

Additionally, when lead information is registered in Meta Ads (Facebook), it can also be added to Salesforce.

Automation Example Using Meta Conversion API

Send conversion events with Meta Conversion API once information is registered

Since data from offline events that could not be captured by traditional methods can also be sent directly to the server, it is expected to improve ad performance.

Send Conversion Events with Meta Conversion API Using Form Contents

You can consider submissions from the form as conversion events to understand the effectiveness of Meta ads more accurately.

Send conversion events with the Meta Conversion API when a lead is registered

This not only reduces the workload for staff but also helps decrease the risk of errors such as input mistakes and missed submissions.

Example of Automation Using Salesforce

Create a Folder When an Account is Registered in Salesforce

Since folders are created automatically, you may be able to secure time to focus on other tasks such as customer support and sales activities.

Notify When a New Lead is Registered in Salesforce

When a new lead is registered in Salesforce, an automatic notification is sent via a communication tool.

Add information when Salesforce sales opportunity information is registered

By automatically reflecting information, the burden of manual input can be reduced.

Benefits and Examples of Integrating Salesforce with Meta Conversion API

Benefit 1: Improved Data Accuracy

By integrating Salesforce with the Meta Conversion API, conversion data is sent to the Meta Conversion API as soon as a lead is registered, which can enhance data accuracy.
To measure advertising effectiveness, it's necessary to manually collect and analyze data and update targeting.
This automation eliminates data delays and errors, ensuring that the latest state is reflected in a timely manner.
For example, when a new lead is registered in Salesforce, the information may be sent in a timely manner, potentially improving targeting accuracy.

Benefit 2: Approach Based on Customer Behavior

By using the Meta Conversion API to integrate with Salesforce, it may be possible to achieve a personalized approach based on customer behavior data!
Lead information registered in Salesforce is sent to the Meta Conversion API, and by tracking subsequent customer behavior (such as visiting specific pages or making purchases), advertisers can deliver ads tailored to customer interests and needs.
For instance, if a lead is registered in Salesforce and then accesses a product page through Meta Conversion API ads, the Meta Conversion API can recognize this behavior and deliver targeted ads again.
This approach, based on customer interests and behavior, should lead to improved ad click-through rates and conversion rates!

Benefit 3: Optimal Allocation of Advertising Budget

The integration of Salesforce with the Meta Conversion API is expected to allow for more precise adjustments in the allocation of advertising budgets!
Lead information registered in Salesforce is immediately reflected in the Meta Conversion API, which may allow the Meta Conversion API to concentrate the budget on the most effective target segments based on that data.
For example, if conversion rates are high in certain regions or industries, it can be predicted that more advertising budget can be allocated to those areas or industries.
By using the timely conversion data provided by the Meta Conversion API, optimal budget allocation can be achieved even while the campaign is ongoing, reducing expenses and maximizing ROI.

Conclusion

The integration of Salesforce with the Meta Conversion API is expected to enable highly accurate targeting!
Additionally, incorporating automated flows will allow for speedy optimization of advertising campaigns and efficient budget allocation.
With timely data updates and automated conversion tracking, marketing activities can be maximized, potentially improving ROI and reducing expenses.
By adopting this integration, a more effective approach based on customer behavior can be achieved, potentially enhancing ad performance.

Please consider using Yoom to aim for operational efficiency!