Send data to required platform from Zoho CRM with Stape's app

The Stape Conversions Tracking for Zoho CRM app allows you to send Lead status updates from Zoho CRM to advertising platforms such as Meta, Google Ads, and other services that support server-side tracking. It also sends offline conversion data, which can be used to improve campaign optimization and help target audiences that are more likely to convert.

Stape Conversion Tracking Zoho CRM app is an excellent solution for those businesses that are:

• Running Facebook Lead Ads campaigns

This type of ad campaign is targeted at lead generation using a lead ad. The process starts when a new lead is generated from a Facebook form submission. Users fill out a form, and the data is automatically sent to Zoho CRM. Then you can continue working with the lead interested in the product or service. Lead acquisition marketing strategies can help you get more out of every form submission. Stape's app reports the data on the statuses of your leads to the Meta Dataset. Based on this data, Meta can optimize the campaigns to reach audiences that are more likely to convert.

• Using the server GTM container, and need to send data to other platforms

This option is available when the app is configured with server GTM. Since the data is primarily sent from the CRM to the server GTM, you can set it up to forward the data to any platform that supports server-side tracking.

• Having a lot of offline conversions

Businesses that build their marketing funnel starting with online promotions on the Meta platform and have a lot of purchases from phone calls, online meetings, or from physical stores. Once you add the record about the purchase in CRM, Stape's app will automatically send it to Meta.

• Having or planning to set up and automatically update Meta Custom Audiences

Stape’s app allows you to manage Meta Custom Audiences directly from the server. Through integration with the Meta Marketing API, it can automatically add or remove users from specific audiences in real time. This ensures your audience data stays accurate and up to date without requiring any manual maintenance.

• Need to create and automatically maintain Customer Lists in Google Ads

The app automatically creates and updates Google Ads Customer Match lists based on your CRM data. You can then use these lists to target or exclude specific audience segments when building and optimizing your advertising campaigns.

• Already using or wanting to implement server-side tracking 

The app uses a server-side approach via Stape's platform. You can select the app integration method - Meta CAPI Gateway, Signals Gateway, or server GTM. So, if you have already implemented server-side tracking or are just going to do it and use Facebook for advertising, our app is a perfect solution to collect data precisely and optimize the campaign's performance.

1.1 Install Stape Conversion Tracking Zoho CRM app on the Zoho CRM marketplace.

1.2 Confirm Terms of Service and provide the app with needed access:

1.3 Select who should have access to the app. We recommend choosing Install for all users at this step.

1.4 Once you click Confirm you will be redirected to the page that is shown below, you need to reload this page.

1.5 To find the Settings of the app, you should go to Modules section and click on Stape App:

1.6 Click the Connect with Zoho CRM button.

1.7 You will be redirected to a new tab; here, click Accept.

The Zoho CRM app by Stape provides 5 different integration methods for sending lead 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.

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 you send to platforms, you can always edit your app configuration.

To do this, go back to the settings page via a dedicated item in the side menu or go to the Stape App section of the marketplace:

The Stape Conversion Tracking Zoho CRM app bridges the gap between your CRM and Meta platform. The app automatically sends data from your Zoho CRM app to Meta on Leads' updates. With this data, Meta will optimize the campaign performance and improve audience targeting.