HubSpot app by Stape: report data from CRM to the platforms you need

The 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 that supports server-side tracking. This information can then be used to enrich platforms with data and/or optimize campaigns and target high-intent audiences.

The Stape's app will be a useful solution for the businesses that:

• Run Facebook Lead Ads or Google Ads campaigns. The app monitors the statuses of your Contacts and fuels Meta algorithms with data on how users behaved after submitting a lead form, and uses this data to target the audience that is more likely to convert. For Google Ads, it will automatically create Customer Match list; later, you can use this data while creating campaigns (target or exclude specific audience segment).
• Have or plan to configure Meta Custom Audiences and update them automatically. Using 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.
• Use server GTM and/or multiple server-side tracking solutions, and need to supply specific platforms with data from HubSpot. If you select the server GTM as the app configuration method, you can transfer data from HubSpot to any platform that supports server-side tracking. Also, if you use multiple solutions (e.g., Meta CAPIG + want to create a Customer Match list in Google Ads; Signals Gateway + server GTM, etc.), you can configure multiple integration options and send HubSpot data to all of them.
• Have a lot of offline conversions. Many businesses generate conversions offline, such as via phone calls, online meetings, or in-store visits, even if their marketing starts online. Once a purchase is recorded in the CRM, Stape automatically sends the data to Meta, ensuring that offline conversions are accurately tracked and attributed.
• Are concerned about data privacy, ad blockers, and browser restrictions. The app for HubSpot uses a server-side connection to transfer data from CRM to Meta or Google Ads. Since server-side tracking is more resilient to ad blockers, browser restrictions, and is a more secure way to send data, it helps preserve tracking reliability. 

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:

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:

The HubSpot CRM app by Stape provides 5 different integration methods for sending lead and Contact 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.

❗Please note before starting: Stape's app supports multiple integrations simultaneously. Each integration method has its own tab with an Activate integration toggle; switch it on for the integrations you want to send data to.

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:

If you have some changes in the funnel or you want to change the events sent to your CAPI Gateway, server GTM container, Signals Gateway, Customer Match, or Meta Custom Audience, 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 guide.

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.