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

While reporting leads from Meta Ads to CRM (e.g., HubSpot) is already a must for analyzing and benchmarking campaign performance, it is important to send lead statuses back to Meta for effective campaign optimization. Such a setup helps provide Meta with the necessary data to refine and improve the targeting audience of your ads.

To configure the sending conversions from HubSpot to Meta, you can use the app created by Stape - Meta Conversions API for HubSpot CRM.

In this article we will review the benefits of the Meta (Facebook) Conversions API for HubSpot CRM and show how you can easily connect HubSpot for Facebook conversion leads.

Benefits of Meta (Facebook) Conversions API for Hubspot CRM

Among the advantages of HubSpot integration for Facebook conversion leads are the following:

• Report Contacts’ progress to Meta Dataset (Pixel). With the configured Meta CAPI for HubSpot CRM, Contacts’ statuses are automatically sent as conversion events, ensuring accurate and efficient tracking.
• Optimize ad campaigns. Feed CRM data back into Facebook'’s algorithm to optimize campaign performance. Sharing lead status data helps Facebook refine ad targeting.
• Track offline conversions. Some businesses have many purchases that started online but completed in-store or through call centers. HubSpot integration allows direct data sharing from the CRM, enabling tracking of online and offline events.

Automated workflow can effectively nurture leads and enhance conversion rates.

How does the Meta Conversions API for HubSpot CRM work?

After installing and configuring the necessary fields in the Meta (Facebook) Conversions API for HubSpot CRM, it starts monitoring the status of your HubSpot Contacts. Then it sends the relevant conversion events to your Meta Dataset (Pixel), ensuring accurate and efficient tracking of lead conversions.

What you need to start using the Meta (Facebook) Conversions API

You need to have a few things to start using Stape’s app for HubSpot:

• Active Stape account - log in or create a new account if you don’t have it yet.
• Connect Meta Conversions API Gateway. To do it, choose the container, click “Meta CAPI Gateways” → “Create CAPIG” → add name, email, and server location. Then choose the subscription plan and add billing details.

How to set up the Meta Conversions API for HubSpot CRM

Step 1: App installation

1.1 Install the app developed by Stape on HubSpot's marketplace.

1.2 Choose the account to install the app into:

1.3 Confirm access requested by the app and hit “Connect app”:

You will see the following success screen:

Step 2: App configuration

Once you’ve picked an account, you need to go to Settings → Integrations → Connected Apps.

On the next page, click “Add Settings”:

The setting process can be divided into two parts:

2.1 Meta and Stape accounts data

2.2 HubSpot CRM fields

2.1 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.

2.2 HubSpot CRM fields

Next you need to map your CRM fields to conversion event parameters.

- 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 statuses of your Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your Meta Dataset (Facebook Pixel). So we need to configure it by choosing one of two approaches:

• In the left-side dropdown, select a Contact 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 Contacts stages as events to Meta. Events are then named automatically and consist of a Contact status 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 to Settings → Integrations → Connected Apps and follow the steps from section 1 of this manual.

Conclusion

Using the Meta (Facebook) Conversions API for HubSpot CRM is a convenient and easy way to configure sending data on Contacts’ statuses from HubSpot to Meta. To start using the app you need to have the Stape account and connect Meta Conversions API Gateway. Start with a free trial to see how the HubSpot integration can boost the performance of Facebook Lead Ads!