Reporting lead statuses back to Meta from CRM may be overlooked, but it is still essential for optimizing campaigns and improving Facebook conversions. This way, you can enrich Meta with data about your leads' behavior after the first interaction with the ad. Based on this information, the Meta platform will optimize the audience to which they show the ad, improving the quality of leads.
Configuring such data sending to Meta may be challenging and require additional technical skills. Still, the Meta Conversions API for Pipedrive makes it much more manageable.
The Meta Conversions API for Pipedrive is the method used to set up sending data from CRM to Facebook. To implement such a setup, you can use an app developed by Stape. It tracks Deals' progress and sends the data as conversion events from PipeDrive to the Meta Dataset (Pixel). The app provides seamless integration with existing CRM workflows and precise data tracking as the conversions are tracked on the server side.
Streamline reporting of Deals’ statuses as conversion events to your Meta Dataset (Pixel). With Pipedrive integration in place, the progress of your Deals is automatically sent as conversion events, ensuring accurate and efficient conversion tracking.
Sharing your Deal status information with Meta allows the platform to analyze which ads perform best for different audiences, optimizing ad targeting. This leads to higher-quality leads and an increase in transactions.
While Facebook Pixel can track only the events that happen online, tracking offline actions can be necessary for some businesses. With the help of the Meta Conversions API for Pipedrive, you can easily set up such integration - once the events appear in your CRM, they will be sent as conversions to Meta.
Before starting, ensure you have an active account on Stape and log in or create one.
Also, you need to connect Meta Conversions API Gateway. To do it, click “Meta CAPI Gateways” → “Create CAPIG” → add name, email, and server location. After that, choose the subscription plan and add billing details.
| For more details on the setup process, see the blog post on how to set up Meta Conversions API Gateway. |
1.1 Install the app developed by Stape by following this link.
1.2 Give the app the scopes it requires:
Once you click "Allow and Install," the app configuration page is displayed.
The setting process can be divided into two parts:
2.1 Meta and Stape accounts data
2.2 Pipedrive CRM fields
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.
Next you need to map your CRM fields to conversion event parameters.
- 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 Deals, whenever an opportunity reaches a stage you define, a corresponding event will be sent towards your Meta Dataset (Pixel). You can use two approaches to set this up:
- In the left-side dropdown select a Deal 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 Deal stages as events to Meta. Events are then named automatically and consist of Deal stage name. You can also select stages to ignore in this case.
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.
| To check that the setup works correctly, you need to trigger the events and see whether they appear as conversions in the Meta Dataset (Pixel). |
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 puzzle icon (My apps) in your header menu, pick “Meta Leads API by Stape” and either just click on it or select settings from a contextual menu:
The Meta Conversions API for Pipedrive offers a simple and convenient way to send Deals’ status data from Pipedrive to Meta. To get started, you'll need a Stape account and to connect the Meta Conversions API Gateway.
With just a few steps, you can enhance the performance of your Facebook Lead Ads!
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