When lead information is registered in Facebook Ads, add it to Salesforce as well.
When lead information is registered in Facebook Ads, add it to Salesforce as well.
Launch this workflow to connect
Meta Ads (Facebook) &
Salesforce
!
■Overview
This is a flow that creates a lead object record in Salesforce when lead information is registered in Facebook Ads.
■Recommended for
1. Facebook Ads Managers
・Those who want to save the effort of manually entering lead information obtained from Facebook Ads into Salesforce
・Those who want to reduce input errors in lead information
・Those who want to automatically sync lead information between Facebook Ads and Salesforce
2. Sales Representatives
・Those who want to quickly respond to lead information obtained from Facebook Ads on Salesforce
・Those who want to centrally manage the progress of leads in Salesforce
■Benefits of Using This Template
Facebook Ads is a tool for acquiring new customers, but the task of linking acquired lead information with other sales management tools often involves manual work, requiring time and effort. Additionally, the process of adding lead information to Salesforce is complex and prone to human error.
By using this flow, you can automatically add lead information obtained from Facebook Ads to Salesforce, eliminating the need for manual transcription, significantly improving work efficiency, and reducing human errors.
■Notes
・Please integrate Yoom with both Facebook Ads and Salesforce.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set 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.
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About the Apps
Meta Ads (Facebook)
Templates using
Meta Ads (Facebook)
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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.
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.
Salesforce
Templates using
Salesforce
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
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.
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.
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.
Obtain reports from Facebook ads daily and enter them into Microsoft Excel.
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see detailsTemplates
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Add lead information registered in Salesforce to Notion.
No-Code API Actions
Executable API actions
Flowbot triggers
When Lead Information is Created
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
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
Get Lead records
Update Lead Records
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 a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Flowbot operations
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead recordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account recordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity recordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch Contact recordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch custom object recordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLMore inspiration for you
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