■Overview
This flow adds a lead registered through Meta Ads (Facebook) as a contact in SendGrid.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those using Meta Ads (Facebook) for marketing
・Those conducting ad campaigns on Meta Ads (Facebook)
・Those who want to utilize lead information obtained from Meta Ads (Facebook) in other tools
2. Those conducting email distribution with SendGrid
・Marketing personnel distributing campaign announcement emails through SendGrid
・Sales personnel using SendGrid to approach leads
■Benefits of using this template
SendGrid is a useful email distribution service for marketing and sales activities, but manually registering lead information each time is inefficient.
By using this template, you can automatically add lead information registered through Meta Ads (Facebook) to a specific contact list in SendGrid. This eliminates the need for manual entry, reducing registration time and preventing input errors or omissions. As a result, lead information management is centralized.
■Notes
・Please integrate Yoom with both Meta Ads (Facebook) and SendGrid.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.