■Overview
This is a flow to register leads to Hot Profile when they are submitted via Meta Ads (Facebook).
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)
・Those who are leveraging Meta Ads (Facebook) to streamline lead collection
・Marketing personnel who are placing ads on Meta Ads (Facebook)
2. Those utilizing Hot Profile in sales activities
・Corporate sales representatives
・Those who find the registration of lead information collected via Meta Ads (Facebook) time-consuming
■Benefits of using this template
Using Meta Ads (Facebook) can streamline lead collection.
However, managing collected lead information in Hot Profile manually is time-consuming, labor-intensive, and inefficient.
With this flow, you can automate the registration of leads to Hot Profile when they are submitted via Meta Ads (Facebook).
Automating the registration of leads to Hot Profile reduces the burden of manual work and prevents human errors.
It can also handle the registration of a large number of leads, allowing for quick sharing within the team and prioritization of follow-ups.


When a business card is registered
When a lead is created
When a company is created
When a deal is created
When a report management is created
When a Task is Created
When a Deal is Updated
When a Deal is Updated to Specified Stage
When a Business Card is Updated
When a Lead is Updated
When the company is updated
When the report management is updated
When the task is updated
When Lead Information is Created
Search Business Card
Register Business Card Info
Search Leads
Search Company
Search Deals
Search Report Management
Search Product Master
Get Lead Information
Get Company Information
Register Company
Register Deal
Register Lead
Register Report Management
Register Product Master
Update Product Master
Search Task
Update Business Card Info
Update Lead
When a business card is registered
When a lead is created
When a company is created
When a deal is created
When a report management is created
When a Task is Created
When a Deal is Updated
When a Deal is Updated to Specified Stage
When a Business Card is Updated
When a Lead is Updated
When the company is updated
When the report management is updated
When the task is updated
Search Business Card
Register Business Card Info
Search Leads
Search Company
Search Deals
Search Report Management
Search Product Master
Get Lead Information
Get Company Information
Register Company
Register Deal
Register Lead
Register Report Management
Register Product Master
Update Product Master
Search Task
Update Business Card Info
Update Lead
Update Company
Update Deal
Update Report Management
Update Custom Deal Item
Update Lead Custom Item
Update Business Card Custom Item
Update Company Custom Field
Update Report Management Custom Field
Retrieve Lead Field Information
Retrieve Company Field Information
Retrieve Deal Field Information
Retrieve Field Information for Report Management
Retrieve Field Information for Business Cards
When Lead Information is Created
Create Ad Account Report
Get Ad Account Report
Create Campaign Report
Get Campaign Report
Create Ad Set Report
Get Ad Set Report
Create Ad Report
Get Ad Report