Uliana Lesiv
AuthorStape Conversions Tracking HighLevel CRM app (also known as Meta Leads API by Stape) 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:
| Benefit | What do I get? |
|---|---|
| No need for manual CVS files upload | The app will automatically send conversion data from HighLevel CRM to Meta or Google Ads; there is no need for any manual actions from your side. |
| Meta and Google Ads campaign performance improvement | When the platforms receive data from a CRM account, they can analyze how different audience segments behave after interaction with the ad and target the users who are more likely to convert. |
| Offline conversions tracking | You can send data from HighLevel CRM on conversions that happened in physical stores, during phone calls, directly to Meta to improve audience targeting. |
| Multiple app integration methods | The app provides different integration methods that best suit your needs: Meta Conversions API Gateway, Signals Gateway, or server GTM. |
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 (also known as Meta Leads API by Stape) on HighLevel's marketplace.
Select a sub-account you want to install the app on.
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
You will need to fill in the following fields:
- 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.
If you haven't set up Meta Conversions API Gateway yet, see the section above.
HighLevel CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored. Note dropdown will only reflect custom fields.
- 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 stages of your Opportunities, whenever an opportunity reaches a stage you define, a corresponding event will be sent towards your Meta Dataset (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
- HighLevel CRM fields
Signals and Stape accounts data
You will need to fill in the following fields:
- Signals Gateway Pixel ID - 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.
HighLevel 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 stages of your Opportunities, whenever an opportunity reaches a stage 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 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 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 account data
- HighLevel 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.
HighLevel 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 stages of your Opportunities, whenever an opportunity reaches a stage 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 Meta Leads API by Stape, 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
- HighLevel 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.
HighLevel 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_highlevel_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 CAPI Gateway, server GTM container, or Signals Gateway, you can always edit your app configuration.
To do this, go back to settings page via a dedicated item in the side menu or go to Installed Apps section of the App Marketplace:
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.
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