Uliana Lesiv
AuthorThe Stape Conversions Tracking HubSpot CRM app is the solution that transfers Contacts' status updates from HubSpot CRM to Meta/Google Ads or any other platform you need. This information can then be used to optimize campaigns and target high-intent audiences.
The Stape's app will be a useful solution for the businesses that:
| Benefit | What's in it for you? |
|---|---|
| Automated flow without any manual actions | The app automatically transfers conversion data from HubSpot CRM to Meta and Google Ads. You don't need to manually upload CVS files from CRM or create Customer Match lists. |
| Improved Meta and Google Ads performance | By receiving conversion data directly from your CRM, Meta and Google Ads can better understand audience behavior after ad interactions and target audience segments that can convert. |
| Enriching platforms with data | With server GTM as an app configuration method, you can send data to any platform that supports server-side tracking. |
| Offline conversion tracking | Easily send offline conversion data (such as in-store purchases or phone call conversions) from HubSpot CRM to Meta, helping improve your audience targeting. |
| Different integration options | The app supports multiple integration methods to fit your setup: Meta Conversions API Gateway, Signals Gateway, or server-side GTM. |
The Stape Conversions Tracking HubSpot CRM app transfers Contact status updates from HubSpot CRM to Meta, Google Ads, or any other platform you choose. This data can then be used to optimize ad campaigns and target audiences with higher conversion intent.
Install the Stape Conversion Tracking HubSpot app on HubSpot's marketplace.
Choose the account to install the app into:
1.3 Confirm access requested by the app and hit Connect app:
You will see the following success screen:
Go back to HubSpot CRM and pick an account you need. Then go to Settings → Integrations → Connected Apps.
On the next page click Add Settings:
Integration method depends on your tracking setup and goals, and/or on your current experience with Stape. Click on the section below that corresponds to the tracking method you use:
Before you start
Make sure you have an active Stape account with Meta Conversions API Gateway
If you don't have an account on Stape, please create one or log in if you already have. In the main menu click More Gateways → Meta CAPIG → Create CAPIG on the top right.
Add name, email, and server location for new CAPIG. Then, choose the subscription plan and add billing details.
After creating Meta Conversions API Gateway in your Stape account, connect your Meta Dataset (Pixel) - just click Add data source → authorize in Meta → select the Business Manager and Dataset (Pixel) you want to connect.
To increase the events match quality, please enable Automatic advanced matching.
| For more detailed instructions, check Stape's article on how to set up Meta Conversions API Gateway. |
App setup
The setting process can be divided into two parts:
- Meta and Stape accounts data
- HubSpot CRM fields
Meta and Stape accounts data
You will need to fill in the following field:
- Meta Dataset (Pixel) ID - a unique identifier that is used to configure integrations and view events in Events Manager. You can find it in your Meta account in Data Sources' Settings tab. See the detailed instruction on how to find Meta Dataset (Pixel) ID.
- CAPIG API Key - an alphanumeric string value that is needed for app identification. Find CAPIG API Key in the CAPIG settings section of your Stape account. See the detailed instructions on where to find CAPIG API Key.
HubSpot CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you'd like to send to Meta, by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on statuses of your Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your Meta Dataset (Facebook Pixel). So we need to configure it by choosing one of two approaches:
Once done, click Save and Connect. Once you see a success message your installation is complete and the application will send conversion events in the background based on your settings.
Before you start
Make sure you have an active Stape account with Signals Gateway
If you don't have an account on Stape, please create one or log in if you already have. In the main menu click Signals Gateway → Create Signals Gateway on the top right.
Add name, email, and server location for new Signals Gateway. Then, choose the subscription plan.
| For more detailed instructions, check Stape's article on how to configure Signals Gateway. |
App setup
The setting process can be divided into two parts:
- Signals and Stape accounts data
- HubSpot CRM fields
Signals and Stape accounts data
You will need to fill in the following fields:
- Signals Gateway Pixel - a unique identifier that is used to configure integrations and view events in Signals Gateway. You can find it in your Signals Gateway account in the Data Sources tab. See the detailed instruction on how to find Signals Gateway Pixel ID.
- Signals Gateway API Key - an alphanumeric string value that is needed for app identification. Find Signals Gateway API Key in the Gateway settings section of your Stape account. See the detailed instructions on where to find Signals Gateway API Key.
HubSpot CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you'd like to send to Signals Gateway, by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on statuses of your Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your Signals Gateway Pixel. So we need to configure it by choosing one of two approaches:
Once done, click Save and Connect. Once you see a success message your setup is complete and the application will send conversion events in the background based on your settings.
Before you start
Make sure you have an active Stape account with a server GTM container hosted on Stape.
If you don't have an account on Stape, please create one or log in if you already have. In the main menu click sGTM → Create container on the top right.
Add your container name, Container Configuration that you copied from your Google Tag Manager Server Container, and select server location. Click Create Container.
| For more detailed instructions, check Stape's article on how to set up a Google Tag Manager server container. |
App setup
The setting process can be divided into two parts:
- Stape accounts data
- HubSpot CRM fields
Stape account data
You will need to fill in the following field:
- Container API Key - an alphanumeric string value that is needed for app identification. Find Container API Key in the Container settings section of your Stape account. See the detailed instructions on where to find Container API Key.
HubSpot CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you'd like to send to server GTM, by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on statuses of your Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your server GTM container. So we need to configure it by choosing one of two approaches:
Once done, click Save and Connect. Once you see a success message your installation is complete and the application will send conversion events in the background based on your settings.
If you are using Customer Match as a configuration method for the Stape Conversion Tracking HubSpot app, once configured, a new Customer List will be created in Google Ads. Please note, only Customer Lists created automatically by the Stape connection are supported.
Manually created or pre-existing lists in Google Ads will not be populated. For more info on Customer List, please check our article.
Before you start
Make sure you have an active Stape account with a server GTM container hosted on Stape.
If you don't have an account on Stape, please create one or log in if you already have one. In the main menu, click sGTM → Create container on the top right.
Add your container name, Container Configuration that you copied from your Google Tag Manager Server Container, and select the server location. Click Create Container.
| For more detailed instructions, check Stape's article on how to set up a Google Tag Manager server container. |
App setup
The setting process can be divided into two parts:
- Stape and Google Ads accounts data
- HubSpot CRM fields
Stape and Google Ads account data
You will need to fill in the following fields:
- Container API Key - a string used for app identification. Find Container API Key in the Container settings section of your Stape account. See the detailed instructions on where to find Container API Key.
Please make sure to remove hyphens before using the string as the Operating customer ID.
- If you're using your customer account, use the customer account ID.
- If you access the customer account through a manager account, use the manager account ID.
Please make sure to remove hyphens before using the string as the customer ID.
HubSpot CRM fields
Next, you need to map your CRM fields to audience member identifiers.
Please note: Address data will be included only if all four fields (First Name, Last Name, Region, Postal Code) have values.
Please note: stape_ is always appended, and the name of the list must always start with "stape_," e.g., stape_hubspot_purchasers.
Once done, click Save and Connect. Once you see a success message, your installation is complete, and the application will send conversion events in the background based on your settings.
If you have some changes in the funnel or you want to change the events sent to your CAPI Gateway, server GTM container, or Signals Gateway, you can always edit your app configuration.
To do this, go to Settings → Integrations → Connected Apps and follow the steps from section 1 of this manual.
Using the Stape Conversion Tracking HubSpot CRM app is a convenient and easy way to configure sending data on Contacts' statuses from HubSpot to Meta, Google Ads or other platform. To start using the app, you need to have the Stape account and configure one of the server-side tracking methods - server GTM, Meta Conversios API Gateway, or Signals Gateway.
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