When lead information is registered via Facebook Ads, send a Gmail to the lead and notify on Google Chat.
When lead information is registered via Facebook Ads, send a Gmail to the lead and notify on Google Chat.
Launch this workflow to connect
Meta Ads (Facebook) &
Gmail &
Google Chat
!
■Overview
This is a flow where when lead information is registered through Facebook Ads, a Gmail is sent to the lead, and a notification is sent to a Google Chat space.
■Recommended for
1. Marketing and sales personnel using both Facebook Ads and Google Chat
・Those who want to automatically notify Google Chat of lead information acquired from Facebook Ads for prompt response
・Those who want to eliminate the hassle of manual notifications and information sharing
・Those who want to share lead information on Google Chat to strengthen team collaboration
2. Companies or teams utilizing Google Chat
・Companies that have implemented Google Chat
・Team members who use Slack for daily communication within the team
3. Those who want to reduce manual input tasks and automate actions in Gmail and Google Chat
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative and clerical staff with many data entry tasks
・Marketing personnel conducting business using digital tools
■Benefits of using this template
・You can streamline operations by eliminating the need to manually input lead information obtained from Facebook Ads into Gmail or Google Chat, leading to significant time savings.
・You can reduce the hassle of information sharing by eliminating the need to manually post lead information and response status to Google Chat spaces.
・Once lead information is registered, you can automatically send emails from Gmail, greatly improving the speed of customer response.
・You can reduce the time spent on email creation by automatically sending standard emails such as greetings and attachments.
・By sharing the response status to leads on Google Chat, it becomes easy to understand who is responding to which lead, preventing duplicate responses or missed responses.
・By immediately recognizing lead acquisition through Google Chat notifications, timely follow-up becomes possible.
■Notes
・Please integrate Facebook Ads, Gmail, and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
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About the Apps
Meta Ads (Facebook)
Templates using
Meta Ads (Facebook)
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Templates using
Gmail
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Templates using
Google Chat
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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.
see detailsTemplates
This is a flow that automatically retrieves report information from Meta Ads (Facebook) at a specified time every day and notifies Slack. It eliminates the hassle of manually creating and sharing reports, enabling quick and accurate data-driven decision-making.
Retrieve reports from Meta Ads (Facebook) daily and notify on Discord.
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Get reports from Facebook Ads every day and enter them into Google Sheets.
A flow that retrieves report information from the previous day's Facebook ads at a specified time every day and automatically records it in Microsoft Excel. This eliminates the manual effort of report creation and enables decision-making based on real-time, accurate data.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Google Chat
Yoom allows you to utilize the Google Chat API without any coding. You can send notifications to Google Chat triggered by information from input forms or various events in other SaaS platforms.
see detailsTemplates
This is a flow that is triggered at the end of each month to send notifications to Google Chat. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to Google Sheets, or regular data backup processing.
Activate the flow bot at the end of each month to send a notification to Google Chat.
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Add content posted in a specific room on Google Chat to a Google Spreadsheet
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No-Code API Actions
Executable API actions
Flowbot triggers
When Lead Information is Created
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
When a message is sent to a space
When a message with a mention to the bot is sent
When a file is posted to a space
Flowbot operations
[Deprecated] Create Account Report
[Deprecated] Get Account Report
[Deprecated] Create Campaign Report
[Deprecated] Get Campaign Report
[Deprecated] Create Ad Set Report
[Deprecated] Get Ad Set Report
[Deprecated] Create Ad Report
[Deprecated] Get Ad Report
Create Ad Report
Get Account Report
Create Account Report
Create Campaign Report
Get Campaign Report
Get Ad Report
Create Ad Set Report
Get Ad Set Report
Search emails
Move Message to Trash
Flowbot triggers
When Lead Information is Created
Flowbot operations
[Deprecated] Create Account Report[Deprecated] Get Account Report[Deprecated] Create Campaign Report[Deprecated] Get Campaign Report[Deprecated] Create Ad Set Report[Deprecated] Get Ad Set Report[Deprecated] Create Ad Report[Deprecated] Get Ad ReportCreate Ad ReportGet Account ReportCreate Account ReportCreate Campaign ReportGet Campaign ReportGet Ad ReportCreate Ad Set ReportGet Ad Set Report
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a message is sent to a spaceWhen a message with a mention to the bot is sentWhen a file is posted to a space
Flowbot operations
Send messageDelete spaceCreate spaceInvite members to spaceRemove member from spaceInvite group to spaceChange member role in spaceSend message to threadReply with quoted messageUpdate spaceCreate a direct message spaceSend a message with attachmentsUpload attachmentDownload fileGet message listMore inspiration for you
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