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The integration of Salesforce and Meta Conversion API will be a useful tool in digital marketing.
With this integration, lead data is sent to the Meta Conversion API in a timely manner, which is expected to improve the accuracy of ad targeting.
Additionally, advertisers can immediately optimize their ad campaigns and use their budget efficiently, allowing for more effective marketing activities.
This article provides a detailed explanation of the specific benefits and integration methods that can be gained by implementing this integration.
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can also start immediately from the template below, so please give it a try!
[About Yoom]
Let's create a flow together using the template: "When a lead is registered in Salesforce, send a conversion event with the Meta Conversion API"!
The integration flow is broadly created through the following processes:
If you don't have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".
Let's get started together!
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
(2) Click on Salesforce from the new connection list in My Apps.
(3) The Salesforce login screen will appear.
Enter your "Username" and "Password" and click login.
(4) Click "Allow" on the access confirmation screen.
For detailed My Apps registration in Salesforce, please refer to the site below.
Salesforce My Apps Registration Method
※ Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
※ Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
(5) Next, integrate with the Meta Conversion API. Similarly, click on Meta Conversion API from the new connection list in Yoom.
(6) From the "New Registration for Meta Conversion API (Facebook)" screen, enter the account name and access token, and click "Add".
For detailed My Apps registration method for Meta Conversion API, please refer to the site below.
Meta Conversion API (Facebook) My Apps Integration Method
Once the integration is complete, Salesforce and Meta Conversion API will be registered in My Apps in Yoom.
This completes the My Apps registration.
Next, let's set up the trigger using the template!
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
Click on "When a record is registered" in the app trigger.
(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."
(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.
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.
(1) Next, integrate with the Meta Conversion API to send conversion events.
Click "Send Conversion Event."
(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."
(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
Scroll down and enter the event occurrence time and action source.
・Event Occurrence Time: Select from the output
・Action Source: Select from the dropdown
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."
This completes the flowbot "When a lead is registered in Salesforce, send a conversion event with the 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!
Additionally, when lead information is registered in Meta Ads (Facebook), it can also be added to Salesforce.
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.
You can consider submissions from the form as conversion events to understand the effectiveness of Meta ads more accurately.
This not only reduces the workload for staff but also helps decrease the risk of errors such as input mistakes and missed submissions.
Since folders are created automatically, you may be able to secure time to focus on other tasks such as customer support and sales activities.
When a new lead is registered in Salesforce, an automatic notification is sent via a communication tool.
By automatically reflecting information, the burden of manual input can be reduced.
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.
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!
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.
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!
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