How to set up HighLevel app

The Stape Conversions Tracking HighLevel CRM app allows you to send Opportunity status updates from HighLevel CRM to platforms like Meta, Google Ads, and others that support server-side tracking. It also transmits offline conversion data to these platforms, which can then be used to optimize campaigns and target audiences more likely to convert.

Make sure you have a sub-account on HighLevel.

You can find your sub-account on the left-hand side of the panel in the section Sub-Accounts.

If the page Sub-Accounts is empty, click the Create Sub-Account button in the top-right corner → choose account type → choose a snapshot → add your client's address → Save.

Install Stape Conversion Tracking HighLevel app on HighLevel's marketplace.

Select a sub-account you want to install the app on.

The HighLevel CRM app by Stape provides 5 different integration methods for sending lead and opportunity 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.

- Is there a subscription involved to use the application?

Application is distributed for free, but you will need a functioning Stape account with active CAPI Gateway, GTM Container or Signals Gateway. It depends on your tracking setup and/or current experience with Stape.

- How does the app trigger conversion events?

Application will react to stage changes of your Opportunity entities. Triggers are configured in app settings.

- How can I make sure the app actually works?

With CAPI Gateway integration you should see events you’ve configured in your Events Manager. Please note the user interface may take up to 30 min to reflect most recent events sent.

With Signals Gateway integration you should see events you’ve configured in your Signals Gateway Data Source. Please note the user interface may take up to 30 min to reflect most recent events sent.

With server GTM integration the assumed approach for debugging is webhooks. 

- Do you provide templates for server GTM integration?

Yes, you can find a pre-built server container template in our GitHub.