When a lead is registered in Sansan, send a conversion event via the Meta Conversion API.
■Overview
This is a flow where a conversion event is sent via the Meta Conversion API when a lead is registered in Sansan.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those using Sansan for marketing
・Those managing lead business card information with Sansan
・Those looking to reduce the burden of transcription work
2. Those using Meta's conversion tracking
・Those who want to use lead information registered in Sansan for tracking
・Those aiming to improve the efficiency of marketing operations 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 business card information is registered in Sansan. This not only reduces the burden on marketing personnel but also decreases the risk of errors such as input mistakes and missed transmissions.
■Notes
・Please integrate Sansan, Meta Conversion API, and 0CodeKit with Yoom.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot and data connect settings will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-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.
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.
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.
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.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.
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.
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.
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.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
This is a flow for uploading business card images registered in Sansan to Google Drive. It allows you to streamline the manual upload process, enabling you to always check the latest information on Google Drive. Additionally, information sharing can be done quickly.
When new business card information is registered in Sansan, this flow uses that information to add it as a registrant to a Zoom webinar. Since new registration information is automatically added to Zoom, it helps eliminate any gaps or omissions in information management.