When a lead is registered in Sansan, send a conversion event via the Meta Conversion API.

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■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.

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‍■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

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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 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.

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■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.

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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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Sansan

Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it 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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