How to set up Zoho app

The Stape Conversion Tracking Zoho CRM app creates integration between Zoho CRM and the required platform. It securely transmits lead status updates to the platform via a server-side connection, which can be configured through Meta CAPI Gateway, Signals Gateway, or a server GTM container. It can create and automatically update Customer Lists in Google Ads and Custom Audiences in Meta. The app also supports sending offline conversion data.

1.1 Install Stape Conversion Tracking Zoho CRM app on the Zoho CRM marketplace.

1.2 Confirm Terms of Service and provide the app with needed access:

1.3 Select who should have access to the app. We recommend choosing Install for all users at this step.

1.4 Once you click Confirm you will be redirected to the page that is shown below, you need to reload this page.

1.5 To find the Settings of the app, you should go to Modules section and click on Stape App:

1.6 Click the Connect with Zoho CRM button.

1.7 You will be redirected to a new tab; here, click Accept.

The Zoho CRM app by Stape provides 5 different integration methods for sending lead 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.

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 you send to platforms, you can always edit your app configuration.

To do this, go back to the settings page via a dedicated item in the side menu or go to the Stape App section of the marketplace:

- 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 status changes of your Lead 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.