When a lead is registered in Salesforce, send a conversion event using the Meta Conversion API.
When a lead is registered in Salesforce, send a conversion event using the Meta Conversion API.
Launch this workflow to connect
Meta Conversions API &
Salesforce
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■Overview
This is a flow that sends conversion events via the Meta Conversion API when a lead is registered in Salesforce.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using Salesforce for marketing operations
・Those using Salesforce for managing lead information
2. Those using Meta's conversion tracking
・Those who want to use lead information collected in Salesforce for tracking
・Those aiming to improve marketing efficiency 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 information is registered in Salesforce. This not only reduces the burden on marketing personnel but also decreases the risk of errors such as input mistakes or missed transmissions.
■Notes
・Please integrate Yoom with Salesforce, the Meta Conversion API, and 0CodeKit.
・Salesforce is an app available only with 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 such as the Team Plan and Success Plan offer a two-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.
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See more
About the Apps
Meta Conversions API
Templates using
Meta Conversions API
When a lead is registered in Airtable, this flow sends a conversion event via the Meta Conversion API. This eliminates the need for data entry at the time of sending, reducing the burden on staff and preventing errors, thereby streamlining marketing operations.
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Salesforce
Templates using
Salesforce
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
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About the apps you use
Meta Conversions API
Yoom allows integration with the Meta Conversion API, enabling you to send conversion events to Meta ads without any coding. For example, you can automatically send conversion events to the Meta Conversion API when a lead is registered in a CRM like Salesforce or HubSpot, or when information is submitted through Google Forms or Typeform.
see detailsTemplates
When a lead is registered in Airtable, this flow sends a conversion event via the Meta Conversion API. This eliminates the need for data entry at the time of sending, reducing the burden on staff and preventing errors, thereby streamlining marketing operations.
When a lead is registered in Airtable, send a conversion event with the Meta Conversion API.
This is a flow for sending conversion events using Jotform content with the Meta Conversion API. It eliminates the need for manual input of lead information required for conversion tracking, reducing the workload for marketers and preventing human errors.
Send conversion events using Meta Conversion API with Jotform content
This is a flow for sending conversion events using the Meta Conversion API based on the contents of a Google Form. It helps reduce the risk of errors such as transcription mistakes or registration omissions.
Send conversion events using the Meta Conversion API with the content from Google Forms.
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see detailsTemplates
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
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Add lead information registered in Salesforce to Notion.
No-Code API Actions
Executable API actions
Flowbot triggers
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
Flowbot operations
Send Conversion Event (Deprecated)
Send Conversion Event
Get Lead records
Update Lead Records
Create Lead Record
Search Lead records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity records
Get Contact Record
Update Contact records
Create Contact Records
Flowbot triggers
There is no action.
Flowbot operations
Send Conversion Event (Deprecated)Send Conversion Event
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLMore inspiration for you
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