In LeadConnector, we support two types of Facebook Conversion API.
Funnel Events - The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and more. To learn more about how to set up Funnel Event Pixel using FB CAPI, please read this article.
Lead Events - The LeadConnector CRM sends the events with how the Lead moves across the pipeline stages. For example, a Business creates a pipeline name Lead Generation. The leads are moving across the pipeline stages, from new leads to booked or abandoned ones. With Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data source.
Conversion Leads - Facebook conversion leads integration helps your Facebook lead ads Instant Forms optimize for the quality of leads instead of the volume of leads. When users submit the Instant form, their contact information is captured and synced in the CRM. This contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnel. As each Lead moves through the sales funnel, the Conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales Conversion. will enable
Use Facebook/Instagram Lead Ads (Instant Forms) [Facebook form field mapping inside LeadConnector is used]
Ensure the 15-16 digit Meta Lead ID is mapped to your CRM
Generate at least 250 leads per month
Can upload data regularly at least once per day
The lead stage you want to optimize for occurs within 28 days of leads being generated
The lead stage you want to optimize for has a 1% - 40% conversion rate.
Please start creating a pixel by going to your "Meta Business Suite" > Head over to the left and then the "Events Manager" tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on "Connect Data Sources".
Choose CRM in the options that show up, and then hit "Connect".
Please Note:
It will show you a popup with Best Practices and a button to click "Next". The Best Practices are Facebook suggestions on how to utilize this capability best. Click on "Next" to proceed.
Click on "Create New Pixel" or Use an existing pixel from the list for collecting the data. Click "Continue" when the pixel details are added.
It will take you to your "FB Events Manager" > "Data Sources" > "Settings".
Hit "Continue" in front of Choose Your CRM
Search for LeadConnector in the search bar, and choose LeadConnector from the dropdown:
Select "Use a third-party partner to connect in a few steps" (no coding required), then choose LeadConnector. Then click on Go to Partner to proceed.
It will ask you to grant LeadConnector permission to connect with your Facebook Conversions API, and then your CRM should be connected.
1. In CRM, please go to "Settings" > "Integration" > Check the Facebook account is connected with admin permissions. Please ensure that your FB Business Page, which you are an admin of and have all access to, is integrated and the correct FB lead Form is mapped in your CRM account.
2. In Facebook From Field Mapping, the form should be mapped correctly and the status should be enabled. Facebook form mapping has moved under location "Settings" > "Integrations" > Facebook Form Field Mapping.
To send a CRM event from your CRM, you need to create a workflow that does that. For now, you can navigate away from the "FB Events Manager" > "Data Sources" > "Settings" (but keep it open in a tab in your browser) and head over to your CRM account.
Add New Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
Specify the Pipeline and Pipeline Stage for this action and toggle on "Allow Duplicate Opportunities" for this particular Workflow.
In Workflow Settings, please Allow Multiple contacts.
Make sure to save your actions and then save and Publish the Workflow.
Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. Make sure to save your actions and then save and Publish the Workflow.
Navigate to your "Facebook Events Manager" > "Data Sources" > "Settings" > Scroll down and click on "Generate Access Token".
Copy the generated "Access Token".
Paste it in the Access Token field of your Workflow's FB Conversion API Action.
Navigate to your "Facebook Events Manager" > "Data Sources" > "Settings" > Scroll down and copy your Pixel ID.
Paste the "Pixel ID" in the Pixel ID field in your Workflow's FB Conversion API Action.
Fill in the Stage Name; it should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages. "Save" the Action and "Publish the Workflow".
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then "Create a Lead".
The Event should be picked up by your Events Manager, who is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
Return to the “Settings” tab in Events Manager to track the progress of the Conversion Leads integration.
