Facebook Lead Ads is a powerful business tool that generates high-quality leads and drives sales. With its help, businesses can create lead-generating campaigns that capture user information directly on the Facebook platform.
Although many business owners aim to report leads in CRM, sending leads’ statuses back to Meta from CRM is crucial for campaign optimization. In this way, you can enrich Meta with the data required to optimize the audience to which your ads are shown.
For the purposes of this article, we are focusing on sending lead conversions back to Meta, so we are connecting your CRM to your Pixel/Dataset. Among popular solutions to configure one-way flow from CRM to Meta are the following:
In this article, we will review the two methods and provide solutions for the most popular CRMs: Zoho CRM, PipeDrive, HighLevel CRM, and HubSpot.
Facebook Lead Ads is an ad type that is available on Facebook Ads campaigns. It primarily aims to scale the number of leads from the Meta platform, such as demo requests, event registrations, etc. This goal is achieved thanks to mobile-friendly forms that target the right audience by combining lead ads with Meta’s audience selection.
Facebook Lead Ads collect information from users interested in a product or service directly within the Meta platform without redirecting to other websites.
CRM integration offers efficient reporting of leads' progress statuses, and more benefits, which we describe below.
Simplify the process of reporting your leads' progress as conversion events to your Meta Dataset (previously known as Pixel). Once CRM integration is configured, leads` status as conversion events will automatically be sent to your Meta Dataset, enabling precise and efficient lead conversion tracking.
The data from the CRM can be fed back into Facebook's algorithm, helping to optimize and improve campaign results. Sharing the data collected from your CRM about leads' statuses with Facebook enhances the performance of your ads. The Facebook platform can optimize the audience to which they show the ads, helping to receive high-quality leads.
Some businesses might receive significant offline conversions, such as when purchases are initiated online but finalized in-store or through a call center. While the Facebook Pixel tracks online interactions via web browsers when users visit your site, CRM integration allows you to send data directly from the CRM. Such an integration gives you greater control over the activities you can track, covering both online and offline events.
Using Stape’s apps is the most efficient and easiest way to integrate CRM for Facebook Lead Ads. When you install and configure the necessary fields in the app, it will monitor the status of your leads from Facebook. Then the conversion events are transmitted to your Meta Dataset.
Compared to webhooks, Meta Conversions API apps are easier to configure and don't require additional coding skills.
For now, Stape has developed apps for the following CRMs:
| Jump to the section with the list of Stape’s apps to find out the useful links for each app. |
Although webhooks achieve the same results as Meta Conversions API, this method can be more challenging for business owners. You will need something to receive and map those webhooks before sending them to Meta. This can be achieved with Zapier and similar solutions, but of course, on Stape, we will focus on the server-side GTM approach.
Check out our blog post about webhooks:
As webhooks are a more complicated and time-consuming way to connect CRM for Facebook conversion leads, below, we consider Meta CAPI for this purpose.
To start using Meta Conversions API, you need to log in or create an account on Stape. You should also activate Meta Conversion API Gateway. To do it, click “Meta CAPI Gateways” → “Create CAPIG” on the top right → add name, email, and server location. Then choose the subscription plan and add billing details.
After creating Meta Conversion 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 match quality of events, please enable “Automatic advanced matching.”
| For more detailed instructions, check Stape’s article on how to set up Meta Conversions API Gateway. |
Explore the benefits you get with Meta Conversions API Gateway:
✔️ 7-day free trial for Meta CAPI Gateway;
✔️ Hosting for the Conversions API Gateway at just $10 per month per pixel, or $100 per month for up to 100 pixels;
✔️ Configuration of the Conversions API Gateway doesn’t require hiring developers or tracking specialists;
✔️ Hassle-free maintenance - all the updates for the Conversions API Gateway are installed automatically. When you add new events, you only need to configure the web tracking, and the Gateway will automatically track server events;
✔️ Get help with Stape’s 24/7 support;
✔️ Stape Academy - free online training platform on server-side tagging;
Below are the useful links for each app - a marketplace link to install and detailed instructions on configuring the apps.
Meta Conversions API is an efficient and handiest way to connect your CRM for Facebook conversion leads. Stape’s apps are developed for CRMs such as Zoho CRM, PipeDrive, HighLevel CRM, and HubSpot. They offer a streamlined, single-screen app configuration, and our team provides detailed instructions on the setup process.
Start your free trial with Meta Conversions API Gateway by Stape and discover how it can boost your Facebook campaigns!
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