How to set up Pipedrive app
Updated Jul 28, 2026
The Stape Conversion Tracking Pipedrive CRM app creates integration between Pipedrive CRM and your chosen platform. It securely transmits deal status updates via a server-side connection and also supports sending data related to offline conversions.
App installation
Install the Stape Conversion Tracking Pipedrive app.
Give the app the scopes it requires:
Integration methods and their differences
The Pipedrive CRM app by Stape provides 3 different integration methods for sending lead and Contact data to your marketing platforms.
| Note: you can configure multiple tabs/methods; each one runs on its own. |
Meta Conversions API Gateway (CAPIG)
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
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.
Server Google Tag Manager (sGTM)
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.
Configure the app based on the configuration method
❗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:
CAPI Gateway
Before you start
Make sure you have an active Stape account with Meta Conversions API Gateway
If you don't have an account on Stape, please create one or log in if you already have one. In the main menu, click More Gateways → Meta CAPIG → Create CAPIG on the top right.
Add name, email, and server location for new CAPIG. Then, choose the subscription plan and add billing details.
After creating Meta Conversions API Gateway in your Stape account, connect your Meta Dataset (Pixel) - just click Add data source → authorize in Meta → select the Business Manager and Dataset (Pixel) you want to connect.
To increase the events match quality, please enable Automatic advanced matching.
| For more detailed instructions, check Stape's article on how to set up Meta Conversions API Gateway. |
App configuration
The setting process can be divided into two parts:
- Meta and Stape accounts data
- PipeDrive CRM fields
Meta and Stape accounts data
You will need to fill in the following fields:
- Meta Dataset (Pixel) ID - a unique identifier that is used to configure integrations and view events in Events Manager. You can find it in your Meta account in the Data Sources' Settings tab. See the detailed instructions on how to find the Meta Dataset (Pixel) ID.
- CAPIG API Key - an alphanumeric string value that is needed for app identification. Find the CAPIG API Key in the CAPIG settings section of your Stape account. See the detailed instructions on where to find the CAPIG API Key.
If you haven't set up Meta Conversions API Gateway yet, see the section above.
Pipedrive CRM fields
Next you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored. Note: the dropdown will only reflect custom fields.
- Configure additional User data you'd like to send to Meta by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on stages of your Deals, whenever a deal reaches a stage you define, a corresponding event will be sent towards your Meta Dataset (Pixel). So we need to configure it by choosing one of two approaches:
- In the left-side dropdown, select a Deal stage to trigger an event. In a box to the right, type the event name you'd like to send to Meta.
- Toggle the Send all statuses switch if you want to send all Deal stages as events to Meta. Events are then named automatically and consist of Pipeline + Deals stage name. You can also select statuses to ignore in this case.
Once done, click Save and Connect. Once you see a success message, your installation is complete, and the application will send conversion events in the background based on your settings.
Signals Gateway
Before you start
Make sure you have an active Stape account with Signals Gateway
If you don't have an account on Stape, please create one or log in if you already have one. In the main menu, click Signals Gateway → Create Signals Gateway on the top right.
Add a name, email, and server location for the new Signals Gateway. Then, choose the subscription plan.
| For more detailed instructions, check Stape's article on how to configure Signals Gateway. |
Set up the app
The setting process can be divided into two parts:
- Signals and Stape accounts data
- PipeDrive CRM fields
Signals and Stape accounts data
You will need to fill in the following fields:
- Signals Gateway Pixel - a unique identifier that is used to configure integrations and view events in Signals Gateway. You can find it in your Signals Gateway account in the Data Sources tab. See the detailed instructions on how to find the Signals Gateway Pixel ID.
- Signals Gateway API Key - an alphanumeric string value that is needed for app identification. Find Signals Gateway API Key in the Gateway settings section of your Stape account. See the detailed instructions on where to find the Signals Gateway API Key.
PipeDrive CRM fields
Next, you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you'd like to send to Meta by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on stages of your Deals, whenever a deal reaches a stage you define, a corresponding event will be sent towards your Signals Gateway Pixel. So we need to configure it by choosing one of two approaches:
- In the left-side dropdown, select a Deal stage to trigger an event; in a box to the right, type the event name you'd like to send to the Signals Gateway pipeline.
- Toggle the Send all statuses switch if you want to send all Deal stages as events to the Signals Gateway pipeline. Events are then named automatically and consist of a Deal stage name. You can also select statuses to ignore in this case.
Once done, click Save and Connect. Once you see a success message, your installation is complete, and the application will send conversion events in the background based on your settings.
Server GTM
Before you start
Make sure you have an active Stape account with a server GTM container hosted on Stape.
If you don't have an account on Stape, please create one or log in if you already have one. In the main menu, click sGTM → Create container on the top right.
Add your container name, the Container Configuration that you copied from your Google Tag Manager Server Container, and select the server location. Click Create Container.
| For more detailed instructions, check Stape's article on how to set up a Google Tag Manager server container. |
App setup
The setup process can be divided into two parts:
- Stape account data
- PipeDrive CRM fields
Stape account data
You will need to fill in the following field:
- Container API Key - an alphanumeric string value that is needed for app identification. Find Container API Key in the Container settings section of your Stape account. See the detailed instructions on where to find Container API Key.
PipeDrive CRM fields
Next, you need to map your CRM fields to conversion event parameters.
- (Optional) Pick a field where Meta Lead ID is stored.
- Configure additional User data you'd like to send to server GTM by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.
- Application sends conversion Events based on stages of your Deals, whenever a deal reaches a stage you define, a corresponding event will be sent to your server GTM container. So we need to configure it by choosing one of two approaches:
- In the left-side dropdown, select a Deal stage to trigger an event; in a box to the right, type the event name you’d like to send to server GTM.
- Toggle the Send all statuses switch if you want to send all Deal stages as events to server GTM. Events are then named automatically and consist of a Deal stage name. You can also select stages to ignore in this case.
Once done, click Save and Connect. Once you see a success message, your installation is complete, and the application will send conversion events in the background based on your settings.
Configure sending data to the required platforms
With the current setup, the app will send events to your server GTM container, but to distribute them to platforms like Meta, TikTok, Google Ads, or any other, you need to configure the CAPI tags inside GTM to fire accordingly.
1. Configure the Data Client to claim the JSON requests sent from the CRM app. Go to the Templates → click New → upload the Data Client template you've previously downloaded from GitHub.
2. Go to the Clients section of your sGTM container → click New → select Data Client. That’s basically it, your configuration will look like in the screenshot below. Click Save.
2. Select the platforms you need to send data to from sGTM. While setting up server-side tracking with sGTM, you might have already configured the CAPI tags for the required platforms, for example:
Or any other tags for platforms that support server-side tracking. You will need to use them to configure sending data from your CRM to the required platforms.
To give you an understanding of how to configure the tags this way, we will take the Facebook platform as an example. You should map the events according to the requirements of the platforms you use.
4. Create a new Facebook CAPI tag. Go to the Tags section in sGTM → add Facebook Conversion API as tag type.
5. Configure the tag.
Event Name Setup Method: Override
- Event Type: Custom. Select a built-in variable Event name.
- Action Source: System Generated.
- Add Pixel ID and generate API Access Token: for the detailed instructions on how to find these values, please refer to our guide on where to find Meta Pixel ID and API Token.
Here is an example of how your configuration will look at this point:
- User data section: select properties from the drop-down list - Lead ID, Browser ID, Click ID. These three are basic.
For each property, add a variable that will take the appropriate value from the request sent from the CRM app.
Create the following variable for Lead ID:
- Variable Type: Event Data
- Key Path: lead_id
Create two different variables for Browser ID and Click ID:
- Variable Type: Event Data (for both), as the IDs will be retrieved from the event sent from CRM, not from the cookie.
- Cookie Name: fbp (for Browser ID variable) and fbc (for Click ID variable)
Here is an example of the user data section configuration:
- Custom data section: add a few custom fields to identify the source of the event.
Event_source property name with crm value.
lead_event_source - as property value, add a variable with the following configurations:
- Variable Type: Event Data
- Key Path: lead_event_source
Here is how this configuration will look like in the tag:
6. Add a trigger for a tag.
Use the following configurations:
- Trigger type: Custom
- This trigger fires on: Some events
Besides, add the following conditions for a tag to trigger:
- Client Name equals Data Client
- Action Source equals system_generated
The variable for action source must have configurations as on the screenshot below:
- Event Source equals crm
Configure the variable for the event source as shown in the screenshot:
As a result, your trigger will look similar to the example from the screenshot below:
7. Test the setup.
Since it is, in fact, a webhook that is sent from CRM to the server GTM, you can refer to the article on debugging incoming webhooks in server GTM for the detailed instructions.
Settings editing
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.
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