Send data from Salesforce to platform you need with Stape's app

The Stape Conversion Tracking Salesforce CRM app is a tool that allows users to connect Salesforce CRM with the required platforms (which support server-side tracking). It sends Lead status updates to the platforms through a secure server-side integration. Additionally, the app supports sending offline conversion data.

The app serves as a Salesforce data connector. Once the app is configured, it automatically begins monitoring the status of your Leads in Salesforce. Any status changes are sent as conversion events to Meta CAPI Gateway, Signals Gateway, or a server GTM container where they are processed. After it, the data is transfered to your destination.

By receiving detailed data on how Leads that interacted with an ad progressed afterward, the platforms can more effectively analyze user behavior and identify audiences that are most likely to convert into customers.

Stape Salesforce app provides a 1-day free trial. After the trial expires, you'll need an active license to continue using the integration.

The Stape Conversion Tracking app for Salesforce is useful for businesses that:

This app will be helpful for companies focused on generating leads through Facebook Lead Ads. When someone submits a Facebook form, their details are automatically sent to Salesforce. The app also sends updates on Lead statuses back to Meta, helping the platform optimize your campaigns.

For businesses that close sales through phone calls, consultations, or in-store transactions after running ads online, this app is highly beneficial. When a purchase is recorded in Salesforce, the app automatically forwards that conversion data to the platform you need, acting as a connector between Salesforce and the platform you need. In this way, you can be sure that offline sales contribute to campaign optimization and give you a complete view of ad performance.

If you configure the app using server-side GTM, you can transfer Salesforce data to any platform that supports server-side tracking.

1. Install the Stape Conversion Tracking Salesforce app from Salesforce.

2. Give the app the scopes it requires.

Once you click Allow and Install, the app configuration page is displayed.

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 Meta, you can always edit your app configuration.

To do this, navigate to your Salesforce Home page and either use the App Launcher search or click on the Stape Conversion Tracking tab in the navigation menu:

Using the Stape Conversion Tracking Salesforce app provides a simple and convenient way to send lead status data from Salesforce to the platforms you need. To get started, you'll need a Stape account and set up one of the supported server-side tracking methods: server-side GTM, Meta Conversions API Gateway, or Signals Gateway.