How to set up Meta Conversions API for HighLevel CRM with Stape’s app

Sending lead statuses from HighLevel CRM to Meta through Conversions API can be highly beneficial for businesses that utilize Facebook Lead Ads. This CRM integration enables you to connect with audiences most likely to buy your product or service. When Meta receives updates on Opportunities’ statuses from HighLevel CRM, the platform’s algorithms analyze the performance and target the most suitable audience for your ads.

In this article we will show how you can set up Meta Conversions API for HighLevel CRM with Stape’s app in a few simple steps.

How Meta CAPI for HighLevel CRM works

Once the Meta (Facebook) Conversions API for HighLevel CRM with Stape’s app is installed and the required fields are configured, it begins tracking the status of your Opportunities in HighLevel. When there are updates on the statuses, they are sent as conversion events to your Meta Dataset (Pixel), and server-side tracking ensures precise and efficient tracking of each conversion.

Benefits of Stape’s app for HighLevel CRM

Offline events tracking

The lead may convert to a buyer using offline methods like a phone call, even if they found out about your product or service through a Facebook advertisement. Stape's app will assist in moving data from HighLevel CRM to Meta for such cases. The app will instantly submit the purchase record to Meta as a conversion event as soon as you upload it to CRM.

Convenient report of Opportunities’ statuses

Following the setup of the Meta Conversions API for HighLevel CRM, all of your Oportunities’ statuses will be transmitted to Meta automatically without the need for extra actions from your side.

Optimization of Facebook Lead Ads campaigns

Once Meta has updates on the Opportunities' statuses from HighLevel CRM, the platform can evaluate the effectiveness of advertisements and select the best audience for your product or service.

How to start using Meta Conversions API for HighLevel CRM

To start using Stape’s app, you need to have an account on Stape and log in. If you don’t have one, create it here.

The Meta Conversions API Gateway must also be connected. In the admin account, select "Meta CAPI Gateways" → "Create CAPIG" and enter the name, email address, server location. After that, pick a subscription plan and add your billing information.

Meta Conversions API for HighLevel CRM configuration

App installation

Install Meta Leads API by Stape on the HighLevel’s marketplace.

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

App configuration

Once you’ve picked an account you will land on the settings page, this is a single screen for app configuration.

The setting process can be divided into two parts:

• Meta and Stape accounts data
• HighLevel CRM fields

Meta and Stape accounts data

You will need to fill in the following field:

- Meta Dataset (Pixel) ID - 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 here.

- CAPIG API Key - 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 here.

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 statuses of your Opportunities, whenever an opportunity reaches a status 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:

• In the left-side dropdown, select an opportunity stage to trigger an event. In a box to the right, type the event name you’d like to send to Meta.

• Select the ‘Send all stages’ checkbox if you want to send all Opportunity stages as events to Meta. Events are then named automatically and consist of Pipeline + Opportunity stage name. You can also select stages to ignore in this case.

• If you want to specify which Opportunity statuses to send and customize their event names, you should not select ‘Send all statuses.’ In this case, in the left-side dropdown, select an opportunity stage to trigger an event. In a box on the right side, type the event name you would like to send to Meta.

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.

Settings editing

If you have some changes in the funnel or you want to change the events sent to Meta, 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:

To sum up

With the Meta Conversions API for HighLevel CRM you can easily monitor the progress of your Opportunities and report them as conversion events to your Meta Dataset (Pixel).

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