Stape and Meta hosted a webinar on Meta Conversions API for CRM!
By the end of this webinar, you`ll gain insights from industry reports and discover real-world success stories. We’ll guide you through the step-by-step Meta CAPI for CRM setup process to boost your Lead Ads campaigns.
- Key benefits for lead ads and targeting
- Insights from industry reports
- Solutions overview
- Step-by-step CAPI for CRM app setup
Yes, absolutely!
It makes sense to send Purchase events from your CRM.
As for duplicated Leads, you’ll want to focus on reporting stages further down your funnel, rather than resending the original lead event from the form submission.
You can report conversions for those leads using the original click_id.
In case you don’t have a click_id, you’ll need to rely on stitching by user data. This means pushing back PII (Personally Identifiable Information), such as the email or phone number of your converted user, to Facebook for matching.
This approach depends on your specific case and technical stack, but generally, as long as you know at least some user details, you can report them back to Facebook. Facebook’s algorithms will then stitch this data to your campaigns, allowing it to identify users more effectively and optimize your audience. This helps improve ad performance by targeting users who are more likely to convert.
Stape currently integrates with HighLevel, Zoho, Pipedrive, and HubSpot. We’re actively working on expanding this list to include more options. However, the same principle applies, and data from any CRM can ultimately be reported to Meta with some customization and technical effort.
You can still report conversions from your CRM using our apps and the CAPI Gateway.
Our applications don’t support sGTM yet, but it’s on our roadmap — stay tuned!
There’s no difference in reliability; the ultimate result is the same. However, the Google Tag Manager route requires a bit more effort and technical know-how to set up.
While it’s technically possible, keep in mind that data beyond the attribution window won’t be effectively utilized by Meta’s systems.
You can assign event names directly in the app settings. If preferred, you can also use native event names like Lead or Complete Registration.
The demo showed a match quality of 4.6 because the events I generated only included email and phone number. If more PII (e.g., name, address) were sent, the match score would be significantly higher.
Profile links cannot be processed by CAPI. To optimize for Facebook, you should provide as much PII as possible (e.g., email, phone number) along with technical parameters like click_id (fbc), meta lead id, and browser id (fbp). These are critical for accurate matching and optimization.
Currently, we offer apps for four major platforms. However, the described approach can be applied to any CRM with additional effort and some technical know-how. Custom CRMs would require manual setup and configuration.
Our apps don’t support custom CRMs directly, but you can still report data from custom CRMs to Meta. It’s important to note that you don’t need to send instant form data to Stape. The process described in the webinar focuses on reporting from the CRM to Meta, not the other way around.
Exactly, Stape acts solely as a data processor (you can view our DPA here: https://stape.io/dpa). We don’t retain any data on our platform.
First and foremost, user data acts as the stitching mechanism. Additionally, when creating instant forms, you can map them to specific campaigns. This way, when you send data back to Meta, it can connect the dots between the CRM action and the original campaign.
Yes, it’s possible, but you’ll need a different Meta product for this. The Audiences API is the solution for creating custom audiences using CRM data. You can learn more here: https://developers.facebook.com/docs/marketing-api/audiences/overview.
You can report non-LeadAds conversions through our apps as well. So, yes, it can be implemented on your website form.
You may see some uplift, but for optimal functionality and significant results, the recommended threshold is at least 200 conversions per month.
Yes, you can definitely pass back unqualified leads, and it would benefit Meta’s learning process by providing more data for audience optimization.
Yes! Stape Academy offers free online course on implementing server-side tagging step-by-step. You can explore it here: Stape Academy. Additionally, our blog features a wealth of articles covering general principles and practical use cases.
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