Send Pipedrive Deal statuses to required platform with Stape's app

The 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:

• Run Facebook Lead Ads campaigns. This app is ideal for companies focused on generating leads through Facebook Lead Ads. When a user submits a Facebook form, their information is automatically transferred to Pipedrive, allowing your team to follow up with leads. For tips on turning those deals into long-term customers, see our lead acquisition guide. Stape's app reports the status updates of your Deals back to Meta, providing data for the platform to optimize your campaigns.
• Use server GTM and need to supply platforms with data from Pipedrive CRM. If you choose server GTM as your app configuration method, you can send data from Pipedrive to any platform that supports server-side tracking.

• Manage a high volume of offline conversions. If your business drives sales through phone calls, online consultations, or in-store purchases after running Meta ads, this app will also be helpful. When a purchase is recorded in Pipedrive, Stape's app automatically sends that conversion data to Meta. In this way, your offline sales data contributes to campaign optimization, and you get a complete picture of campaign performance.
• Look for precise and secure data transfer from Pipedrive to Meta. The app uses server-side tracking, hosted on Stape. You can choose between integration methods like Meta CAPI Gateway, Signals Gateway, or server GTM. Whether you've already implemented server-side tracking or are just getting started, thanks to server-side tracking, this app provides precise data collection for your Facebook advertising.

Install the Stape Conversion Tracking Pipedrive app.

Give the app the scopes it requires:

The Pipedrive CRM app by Stape provides 3 different integration methods for sending lead and Contact 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.

❗Please note before starting: Stape's app supports multiple integrations simultaneously.

The 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 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 Installed 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.