Sending lead statuses from Zoho CRM to Meta using a conversion API can be a valuable strategy for businesses that use Facebook Lead Ads. This setup allows you to reach the audience that is most likely to purchase your product or service. Meta’s algorithms analyze data from Zoho CRM to identify and target the ideal audience for your ads.
In this article, we will review the solution that perfectly serves the above mentioned purpose - the Meta Conversions API for Zoho CRM.
If you set up sending Leads’ statuses from Zoho CRM to Meta, you will benefit in the following ways:
Once the Meta Conversions API for Zoho CRM is installed and configured, it begins tracking the status of your Leads. When events are added in CRM events, the Stape’s app captures them and sends the corresponding conversion events to your Meta Dataset (Pixel).
| Please note: extension is currently available for Zoho US data centers only. |
Log in your Stape account. If not, create one.
You'll also need to connect the Meta Conversions API Gateway. To do this, click on “Meta CAPI Gateways” → “Create CAPIG,” then enter the name, email, and server location. Next, select a subscription plan and provide your billing details.
1.1 Install Stape Meta Leads API for Zoho CRM 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. To find the "Settings" of the app, you should click on three dots as shown on the screenshot below and click on "Stape App":
2. Click the "Connect with Zoho CRM" button.
3. You will be redirected to a new tab; here, click "Accept".
4. Then you will see the app "Settings" page that needs to be configured:
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. To find Meta Dataset ID follow the steps below.
1. Log into your Facebook Business Manager → Click "All tools" in the left-hand menu options.
2. On the pop-up menu, find "Event Manager" → "Data Sources".
3. Go to the "Settings" tab and find Dataset ID.
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.
To find CAPIG API Key log into your Stape account → FB CAPI Gateways → choose the right CAPIG from the drop-down menu.
2. In the "CAPIG settings" see "Show CAPIG API Key".
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 statuses of your Leads, whenever a lead 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:
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.
Sending data from Zoho CRM to Meta with the help of Meta Conversions API is a convenient method that will bring a lot of benefits, among which are ad campaigns optimization, automatic reporting of Leads’ statuses.
To start using app for Zoho CRM you just need to have a Stape account with connected Meta CAPIG. Thanks to single-screen configuration you will be able to explore the advantages of the app in a few simple steps.
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