Stape's Conversion Tracking CRM Apps: use cases and benefits

Stape has developed several apps for CRMs. They allow users to create integration between CRM and the Meta/Google Ads or any platform. The app monitors and automatically sends status updates from CRM to the required destination via a secure, server-side connection. 

After configuring the app, it automatically begins tracking the status of your leads in CRM. Status changes are sent back to the server GTM, Meta CAPIG, Signals Gateway or Google Ads (based on the configuration method you've chosen). Then the data is transmitted as conversion events to your Meta Dataset, to Google Ads, creating a Customer Match list, or other destination (you configure in your server GTM container). With server-side tracking, you can be sure that data on every conversion is transferred accurately and securely.

By providing your platform (e.g., Meta/Google Ads) with info on how leads engage after interacting with an ad, the platforms can better analyze user behavior and optimize ad targeting to reach audiences more likely to convert into purchases.

The Stape apps provide an effective solution for the following use cases:

1. Improve Facebook Lead Ads performance

Facebook Lead Ads are designed to acquire leads directly on the Meta platform. When a user submits a lead form, the data is automatically sent to your CRM. Stape's app then updates the Meta Dataset with changes in lead statuses. Meta uses the data to optimize campaigns and better target audiences.

2. Optimize Google Ads campaigns

For Google Ads users, the Stape apps for HighLevel and HubSpot CRMs automatically share lead status updates with the platform after they interact with ads. It also creates a Customer Match list in Google Ads. The data from the list is used for Smart Bidding and optimized targeting. This allows advertisers to reach high-value audience segments or exclude some when setting up campaigns.

3. Sending data from CRM to any platform 

The option is available if you configure the app with server GTM. As the data is primarily forwarded from CRM to the server GTM, you can configure it to transfer it to any platform you need that you have server-side tracking configured for. 

4. Track offline conversions 

Many businesses generate conversions offline, for example, through phone calls, meetings, or in-store purchases, after initial engagement with online ads. When a purchase is recorded in the CRM, Stape's app automatically sends the data to the platform you need. Without the app, you would need to upload CSV files manually or use the webhooks. Both these methods are less convenient and take more time than using the app.

5. Set up a secure and precise data transfer pipeline

The Stape Conversion Tracking apps use a server-side connection to securely transfer data from your CRM to Meta or Google Ads. This tracking method is less prone to ad blockers and browser restrictions.

To start using the Stape Conversion Tracking app, you need to log in or create an account on Stape. Also, you will need to configure one of the server-side tracking solutions: Meta Conversions API Gateway, Signals Gateway, or server GTM container.

In the sections below, we describe the server-side tracking methods that can be used to configure the apps, so you can select the one that best suits your business and tracking needs.

The Facebook Conversions API Gateway (CAPIG) is a server-side solution for Facebook tracking that offers more control and accuracy compared to using the Facebook Pixel alone. It allows precise data tracking that is not affected by ad blockers. Since all data is processed on your own server, it provides higher data security and easier compliance with privacy regulations.

*There is a 7-day free trial, after which the price starts from $10 per Pixel.

Signals Gateway is an all-in-one solution for managing first-party data. It aggregates events from various sources, such as the Pixel, SDKs, offline files, or Stape CRM apps. Then it sends them to destinations like Meta, Google BigQuery, or, with some coding, to any custom endpoint (including TikTok, Snapchat, or your own API).

*There is a free plan for 10,000 events. The price for paid plans starts from $20 per month.

Server GTM container is the most flexible solution compared to the rest listed above. With its help, you can configure server-side tracking for numerous platforms. Check out the list of platforms that support server-side tracking; the number of platforms is constantly expanding.

*There is a free plan for 10,000 requests. The price for paid plans starts from $20 per month.

Explore the benefits you get with server-side tracking from Stape:

✔️ Multiple options to configure server-side tracking (server GTM hosting at the lowest prices, Conversions API Gateways for dedicated platforms).

✔️ Free plans for server GTM hosting and Gateways.

✔️ Easy server-side configuration with detailed guides and 24/7 support.

✔️ Hassle-free maintenance - all the updates for the Conversions API Gateway/Signals Gateway are installed automatically, and any necessary server GTM resources are added without manual actions.

✔️ Variety of products and features that meet your tracking needs.

✔️ Stape Academy - free online training platform on server-side tagging.

Stape currently supports the following platforms:

• Zoho CRM
• HighLevel 
• PipeDrive 
• HubSpot CRM
• Salesforce CRM
• Odoo CRM
• Klaviyo CRM
• ActiveCampaign CRM

Below are detailed instructions on configuring each app:

• Configure Zoho CRM
• Configure HighLevel CRM
• Configure Pipedrive CRM
• Configure HubSpot CRM
• Configure Salesforce CRM
• Configure Odoo CRM
• Configure Klaviyo CRM
• Configure ActiveCampaign CRM 

Stape's Conversion Tracking CRM apps provide an efficient way to bridge the gap between your CRM and advertising platforms like Meta and Google Ads. The apps automatically send lead status updates to the platform. This helps advertising platforms better understand post-click behavior, leading to effective audience targeting and better campaign performance.

Whether you're looking to optimize Facebook Lead Ads, improve Google Ads Smart Bidding, and/or track offline conversion, Stape’s CRM apps offer a reliable and easy-to-use solution.