When lead information is registered in Facebook Ads, register the customer on the board.

No items found.

■Overview

This is a flow where customer information is registered on the board when lead information is registered in Facebook Ads.

‍

■Recommended for

1. Marketing professionals who integrate Facebook Ads with the board

・Those who want to automatically register leads acquired from Facebook Ads as customers on the board for efficient customer management

・Those who want to eliminate the hassle of manual data entry

・Those who want to build marketing automation utilizing lead information

‍

2. Sales professionals using the board

・Those who want to centrally manage prospect information acquired from Facebook Ads on the board and utilize it for sales activities

‍

■Benefits of using this template

・It saves the trouble of manually registering lead information acquired from Facebook Ads on the board, leading to significant time savings.

・By utilizing the board's customer management functions, you can streamline your approach to leads and improve conversion rates.

・Since lead information is automatically registered on the board, it prevents missing leads and enables efficient follow-up.

‍

■Notes

‍・Please integrate both Facebook Ads and the board with Yoom.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When lead information is registered in Facebook Ads, add the lead to Google Sheets as well.

When lead information is registered in Facebook Ads, this flow stores the lead information in the Google Sheets database as well. This eliminates the need for manual data entry, significantly improving work efficiency and reducing human errors.

See details

When lead information is registered in Facebook Ads, notify Slack.

When lead information is registered in Facebook Ads, it triggers a notification flow to Slack. You can freely customize the content of the Slack notification and the channel where it is sent, allowing for flexible adaptation to your company's operations.

See details

When lead information is registered in Facebook Ads, add it to Mazrica as well.

When lead information is registered in Facebook Ads, this flow adds client information to Mazrica (formerly Senses) as well. This eliminates the need for manual data entry, significantly improving operational efficiency and reducing the risk of human error.

See details

When lead information is registered in Facebook Ads, add the lead to kintone as well.

When lead information is registered in Facebook Ads, this flow stores the lead information in the kinone database as well. This eliminates the need for manual data entry, leading to improved operational efficiency and a reduction in human errors.

See details

Get reports from Facebook Ads every day and enter them into Google Sheets.

Every day at a specified time, this flow retrieves report information from the previous day's Facebook ads and automatically records it in a Google Spreadsheet. This allows for smooth measurement and analysis of ad effectiveness, significantly improving work efficiency.

See details

When lead information is registered in Facebook Ads, add it to Zoho CRM as well.

When lead information is registered through Facebook Ads, this flow creates lead information in Zoho CRM as well. The valuable lead information obtained from Facebook Ads is quickly reflected in Zoho CRM, enabling the sales team to follow up promptly.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Meta Ads (Facebook)

At Yoom, it is possible to utilize Meta Ads (Facebook) API without any coding. You can automate tasks such as obtaining report information like account reports and ad group reports from Meta Ads (Facebook) and extracting the report content into spreadsheets daily.

Related apps

Google Ads

LINE Official Account

Meta Ads (Facebook)

Templates using

View all related templates

Board

In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

Related apps