When a lead is registered in Salesforce, send a conversion event using the Meta Conversion API.

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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.

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‍■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

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■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.

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■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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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.

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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.

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0CodeKit

In Yoom, you can integrate with the 0CodeKit API without any code and perform various data transformation processes using 0CodeKit. For example, it is possible to automatically hash any text into SHA256 format.

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