Uliana Lesiv
AuthorThe Stape Conversion Tracking Pipedrive CRM app is the solution that provides integration between Pipedrive CRM and the platform you need. It can send Deals' status updates to the platform through a secure, server-side connection. Additionally, the app supports sending data on offline conversions.
After configuring the app, the system automatically starts tracking the status of your Deals in Pipedrive. Any status updates are transmitted as conversion events to your Meta Dataset. The use of server-side tracking guarantees accurate, reliable, and efficient monitoring of every conversion.
By receiving data on how Deals that initially interacted with an ad behaved afterward, Meta can better analyze user behavior and identify audiences most likely to make purchases.
The Stape Conversion Tracking for Pipedrive CRM app will be helpful for businesses that:
| Feature | Description |
|---|---|
| Automated Lead Status Reporting from Pipedrive | No need for CSV file uploads - the app automatically syncs Deal status updates with Meta. |
| Meta campaign performance optimization | When the Meta receives data from a CRM account, it can analyze the behavior of various audience segments after engaging with the ad and focus on targeting users who are most likely to convert. |
| Offline conversion tracking to Meta | Send offline conversion data directly to Meta to improve audience targeting. |
| Flexible integration options | Choose the integration method that best suits your setup: Meta CAPI Gateway, Signals Gateway, or server GTM |
Install the Stape Conversion Tracking Pipedrive app.
Give the app the scopes it requires:
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:
Before you start
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. |
App configuration
The setting process can be divided into two parts:
Meta and Stape accounts data
You will need to fill in the following fields:
- Meta Dataset (Pixel) ID - a 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.
- CAPIG API Key - an 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.
If you haven't set up Meta Conversions API Gateway yet, see the section above.
Pipedrive CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (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 stages of your Deals, whenever a deal reaches a stage 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.
Before you start
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. |
Set up the app
The setting process can be divided into two parts:
- Signals and Stape accounts data
- PipeDrive CRM fields
Signals and Stape accounts data
You will need to fill in the following fields:
- Signals Gateway Pixel - a 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. See the detailed instruction on how to find Signals Gateway Pixel ID.
- Signals Gateway API Key - an alphanumeric string value that is needed for app identification. Find Signals Gateway API Key in the Gateway settings section of your Stape account. See the detailed instructions on where to find Signals Gateway API Key.
PipeDrive CRM fields
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 stages of your Deals, whenever a deal reaches a stage 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.
Before you start
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. |
App setup
The setting process can be divided into two parts:
- Stape account data
- PipeDrive CRM fields
Stape account data
You will need to fill in the following field:
- Container API Key - an alphanumeric string value that is needed for app identification. Find Container API Key in the Container settings section of your Stape account. See the detailed instructions on where to find Container API Key.
HighLevel CRM fields
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 stages of your Deals, whenever a deal reaches a stage 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 your CAPI Gateway, server GTM container, or Signals Gateway, you can always edit your app configuration.
To do this, click on the menu button, then select Tools and apps. Navigate to “nstalled apps, select Stape Conversion Tracking and click on the Settings tab.
The Meta Stape Conversion Tracking Pipedrive CRM app offers a simple and convenient way to send Deals' status data from Pipedrive to the platform you need.
With just a few steps, you can update Deals' statuses, send offline conversions, and enrich the platform with CRM data.
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