Stape developed Zoho CRM extension 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 Leads. It will then send the corresponding conversion events to your Meta Dataset, ensuring accurate and efficient tracking of your lead conversions.

Extension is currently available for Zoho US data-centers only.

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.

App installation

1.1 Install Stape Meta Leads API for Zoho CRM 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.

App configuration | Meta and Stape accounts data

1. To find the "Settings" of the app, you should click on three dots as shown on the screenshot below and click on "Stape App":

2. Click the "Connect with Zoho CRM" button.

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

4. Then you will see the app "Settings" page that needs to be configured:

Meta Dataset (Pixel) ID

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. To find Meta Dataset ID follow the steps below.

1. Log into your Facebook Business Manager → Click "All tools" in the left-hand menu options.

2. On the pop-up menu, find "Event Manager" → "Data Sources".

3. Go to the "Settings" tab and find Dataset ID.

CAPIG API Key

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.

To find CAPIG API Key log into your Stape account → FB CAPI Gateways → choose the right CAPIG from the drop-down menu.

2. In the "CAPIG settings" see "Show CAPIG API Key".

App configuration | Zoho CRM fields

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 Leads, whenever a lead 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.

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.

- How does the app trigger conversion events?

Application will react to status changes of your Lead records. Triggers (lead 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 “Fields and Layouts” section of your CRM settings. Please also note Meta Lead ID is not a mandatory parameter.

- I don’t see the extension in the Zoho CRM marketplace; what should I do?
Make sure your Zoho account is in the Zoho US data centre. Currently, the extension is available only for Zoho US data centres.