How to set up Odoo CRM app

This Stape Conversion Tracking app for Odoo CRM allows you to track and report your Opportunity’s progress as conversion events to your Meta Dataset (formerly Pixel) using CAPI Gateway, Signals Gateway, or a server-side GTM container. After a configuration, it automatically monitors your Opportunities within Odoo CRM and sends the appropriate events without manual input.

1. Install the Stape Conversion Tracking app for Odoo CRM from the Odoo app store.

There are two installation options:

• Deploy on Odoo.sh
• Download app (On-Premise installations)

To deploy on Odoo.sh, do the following:

Click on Deploy on Odoo.sh → Sign in to your GitHub account and install the app.

For On-Premise installations:

On the app store page, click Download for v19.0

Extract the downloaded .zip archive into your Odoo addons/folder on your server.

Restart your Odoo server.

In Odoo, go to Apps → Update Apps List, then search for Stape Conversion Tracking for CRM and click Install.

2. Configure the app after installation.

Open the CRM module.

Then click on Configuration → scroll to find Stape Conversion Tracking → click on it.

The Odoo 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 Opportunity 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 to 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.

❗Before you begin, keep in mind that Stape's app can run multiple integrations at the same time. Each integration has its own tab with an Activate integration switch; turn it on for any integrations you want to send data to.

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: