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

■Overview

This is a flow that creates a lead object record in Salesforce when lead information is registered in Facebook Ads.

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■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

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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.

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■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.