Report HighLevel Opportunity statuses to required platform with Stape

Stape Conversions Tracking HighLevel CRM app is the tool that allows you to send Opportunities' statuses from HighLevel CRM to platforms such as Meta, Google Ads, or others that support server-side tracking. Also, it sends data on offline conversions to the platform. This data is later used for campaign optimization and targeting the audience that is likely to convert.

The Stape's app will be a useful solution for the following needs:

• Improve Facebook Lead Ads campaign performance. The purpose of Facebook Lead Ads is lead acquisition through a lead ad on the Meta platform. A user submits a form, and then the form data is automatically transferred to Highlevel CRM, allowing you to follow up with prospects interested in your product or service. Stape's app then sends updates on Opportunities' statuses to the Meta Dataset. Meta uses this data to optimize campaigns and target audiences that can convert into purchases. Lead acquisition marketing strategies can help you get more out of every form submission.
• Optimize Google Ads campaigns. If you run campaigns on Google Ads, Stape's app can supply the platform with data on Opportunities' statuses after they interact with the ad. Our solution will automatically create a Customer Match list in Google Ads.
• Send HighLevel data to specific platforms. If you use a server GTM container and configure the app with it, you can transfer data from HighLevel to any platform that supports server-side tracking.
• Track offline conversions. Some businesses have a lot of conversions that are made offline. Their marketing funnel starts with online promotions on the ad platform and generates many purchases through phone calls, online meetings, or physical store visits. Once the purchase record is added to the CRM, Stape’s app automatically sends the data to Meta/Google Ads Customer Match list.
• Update Meta Custom Audience automatically. With Stape’s app, you can manage Meta audiences directly from the server. The app communicates with the Meta Marketing API to add or remove users from specific Custom Audiences in real-time. In this way, your user data will always be up to date without any manual actions from your side.

Make sure you have a sub-account on HighLevel.

You can find your sub-account on the left-hand side of the panel in the section Sub-Accounts.

If the page Sub-Accounts is empty, click the Create Sub-Account button in the top-right corner → choose account type → choose a snapshot → add your client's address → Save.

Install Stape Conversion Tracking HighLevel app on HighLevel's marketplace.

Select a sub-account you want to install the app on.

The HighLevel CRM app by Stape provides 5 different integration methods for sending lead and opportunity data to your marketing platforms.

This method integrates directly with your server-side Google Tag Manager container. It gives you full control over how data is processed and routed.

Server GTM is best for tracking setups that require custom logic or integrations with other platforms that Signals Gateway doesn’t provide. It offers the highest level of customization and control, but requires more technical setup and ongoing management.

It sends CRM audience and contact data directly into Google Ads, where it is used to create and update Customer Lists for targeting and remarketing.

Customer Match is best for users who run Google Ads campaigns and want to build and automate Google Ads audiences based on CRM activity, such as leads, opportunities, and customer lifecycle stages.

The method focuses on syncing CRM data to Meta Custom Audiences for retargeting and segmentation. Once configured, it sends data about users who have already interacted with your website or CRM into Meta, so you can target them based on their stage in the customer journey.

Meta Custom Audiences is best for advertisers who want to retarget and re-engage users who have already interacted with their business.

This integration is built for Meta platforms such as Facebook and Instagram. It sends CRM event data directly to the Meta Conversions API.

Meta CAPIG is best for users who only need to track offline conversions and events in Meta. It is the most direct and simplest way to connect CRM data to Meta, but it is limited to Meta’s ecosystem.

Signals Gateway is the unified routing solution. Instead of sending data separately to each platform, you send it once to Stape and then distribute it to multiple destinations.

Signals Gateway is best for users who, besides Meta, want to connect a few other platforms and look for a balance between simplicity and flexibility. Signals Gateway is more powerful than CAPIG (as it provides the option to add other platforms), and easier to configure than server-side GTM.

With the Stape Conversion Tracking HighLevel CRM app, you can easily monitor the progress of your Opportunities and report them as conversion events to your destination.

The setup process is quick and simple with a single-screen interface. You can begin reporting Opportunities' progress to your destination by mapping CRM fields to conversion event parameters in a few easy steps.