Stape developed HighLevel app to help you easily report your leads' progress status as conversion events to your Meta Dataset (formerly Pixel).

With this app, you can configure the relevant fields once, and it will automatically monitor the statuses of your Opportunities. It will then send the corresponding conversion events to your Meta Dataset, ensuring accurate and efficient tracking of your lead conversions.

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. In the main menu click “FB CAPI Gateways” → “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 match quality of events, please enable “Automatic advanced matching”.

For more detailed instructions, check Stape’s article on how to set up Meta Conversions API Gateway.

Make sure you have sub-account on HighLevel

You can find your sub-account on the left-hand side of the panel in the section “Sub-Accounts”.

If the page “Sub-Accounts” is empty, click the “Create Sub-Account” button in the top-right corner → choose account type → choose a snapshot → add your client’s address → “Save”.

App installation

Install Meta Leads API by Stape on the HighLevel’s marketplace.

Select a sub-account you want to install the app on.

App configuration

Once you’ve picked an account you will land on the settings page, this is a single screen for app configuration.

The setting process can be divided into two parts:

• Meta and Stape accounts data
• HighLevel CRM fields

Meta and Stape accounts data

You will need to fill in the following field:

- Meta Dataset (Pixel) ID - unique identifier that is used to configure integrations and view events in Events Manager. You can find it in your Meta account in Data Sources’ “Settings” tab. See the detailed instruction on how to find Meta Dataset (Pixel) ID here.

- CAPIG API Key - alphanumeric string value that is needed for app identification. Find CAPIG API Key in the CAPIG settings section of your Stape account. See the detailed instructions on where to find CAPIG API Key here.

If you haven’t set up Meta Conversions API Gateway yet, see the section above.

HighLevel 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 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 statuses of your Opportunities, whenever an opportunity reaches a status you define, a corresponding event will be sent towards your Meta Dataset (Pixel). So we need to configure those: in the left-side dropdown select an opportunity stage to trigger an event, in a box to the right type the event name you’d like to send to Meta.

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.

Settings editing 

If you have some changes in the funnel or you want to change the events sent to Meta, you can always edit your app configuration.

To do this, go back to settings page via a dedicated item in the side menu or go to “Installed Apps” section of the App Marketplace:

FAQ

- Is there a subscription involved to use the application?

Application is distributed for free, but you will need a functioning CAPI Gateway account on Stape.

- Can I use an Agency account instead of a Sub-account?

You need to use a sub-account to configure the app and not Agency account.

- How does the app trigger conversion events?

Application will react to status changes of your Opportunity entities. Triggers (opportunity statuses) are configured in app settings.

- How can I make sure the app actually works?

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.

- I don’t have any fields in the Meta Lead ID selector, is something wrong?

Meta Leads ID selector only offers custom fields since there is no native one that would store this datapoint. You can add it via the “Custom Fields” section of your CRM settings. Please also note Meta Lead ID is not a mandatory parameter.