Sending lead statuses from Zoho CRM to your Meta CAPI Gateway, server GTM container, or Signals Gateway 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 your Meta CAPI Gateway, server GTM container, or Signals Gateway, 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 CAPI Gateway, server GTM container, or Signals Gateway.
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.
1.5 To find the "Settings" of the app, you should click on three dots as shown on the screenshot below 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".
Integration method depends on your tracking setup and goals, and/or on current experience with Stape.
Make sure you have an active Stape account with Meta Conversions API Gateway.
If you don’t have an account on Stape, please create one or log in if you already have. In the main menu click “More Gateways” → “Meta CAPIG” → “Create CAPIG” on the top right.
Add name, email, and server location for new CAPIG. Then, choose the subscription plan and add billing details.
After creating Meta Conversions API Gateway in your Stape account, connect your Meta Dataset (Pixel) - just click "Add data source" → authorize in Meta → select the Business Manager and Dataset (Pixel) you want to connect.
To increase the events match quality, please enable “Automatic advanced matching”.
| For more detailed instructions, check Stape’s article on how to set up Meta Conversions API Gateway. |
The setting process can be divided into two parts:
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 → “More Gateways” → “Meta CAPIG” → choose the right CAPIG from the drop-down menu.
In the "CAPIG settings" see "Show CAPIG API Key".
- (Optional) 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.
Make sure you have an active Stape account with Signals Gateway.
If you don’t have an account on Stape, please create one or log in if you already have. In the main menu click “Signals Gateway” → “Create Signals Gateway” on the top right.
Add name, email, and server location for new Signals Gateway. Then, choose the subscription plan.
| For more detailed instructions, check Stape’s article on how to configure Signals Gateway. |
The setting process can be divided into two parts:
2.1 Signals and Stape accounts data
2.2 Zoho CRM fields
Signals Gateway Pixel ID - unique identifier that is used to configure integrations and view events in Signals Gateway. You can find it in your Signals Gateway account in the Data Sources tab:
1. Log into your Signals Gateway → Click "Data Sources" in the left-hand menu.
2. Choose your data source in the dashboard.
2. Click "Setup guide" → and find your Pixel ID on the top of the menu.
Signals Gateway API Key - alphanumeric string value that is needed for app identification. Find Signals Gateway API Key in the Gateway settings section of your Stape account.
Next you need to map your CRM fields to conversion event parameters.
- (Optional) 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 Leads, whenever a deal reaches a status you define, a corresponding event will be sent towards your Signals Gateway 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.
Make sure you have an active Stape account with a server GTM container hosted on Stape.
If you don’t have an account on Stape, please create one or log in if you already have. In the main menu click “sGTM” → “Create container” on the top right.
Add your container name, Container Configuration that you copied from your Google Tag Manager Server Container, and select server location. Click Create Container.
| For more detailed instructions, check Stape’s article on how to set up a Google Tag Manager server container. |
The setting process can be divided into two parts:
2.1 Stape account data
2.2 Zoho CRM fields
Container API Key - alphanumeric string value that is needed for app identification. Find Container API Key in the Container settings section of your Stape account: select sGTM container and in the Settings section, you will see the API Key.
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you’d like to send to server GTM, 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 deal reaches a status you define, a corresponding event will be sent towards your server GTM container. 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.
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 dedicated item in the side menu or go to “Installed Apps” section of the marketplace:
Sending data from Zoho CRM to Meta CAPI Gateway, server GTM container, or Signals Gateway 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.
Stape has lots of tags for server GTM! Click on Try for free to register and check them all.
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