Stape developed the Meta Leads API app to help you easily report your leads' progress status as conversion events to your Meta Dataset (formerly Pixel) via CAPI Gateway or server GTM container.

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

App installation

1.1 Install Meta Leads API by Stape on HubSpot's marketplace.

1.2 Choose the account to install the app into:

1.3 Confirm access requested by the app and hit “Connect app”:

You will see the following success screen:

Integration methods: CAPI Gateway or server GTM 

• If you'd like to proceed with CAPI Gateway, please follow these steps.
• If you'd like to proceed with Server GTM, please follow these steps.

Integration method depends on your tracking setup and goals, and/or on current experience with Stape. 

App configuration | CAPI Gateway

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 “Meta CAPI Gateways” → “Create Gateway” 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 events match quality, please enable “Automatic advanced matching”.

App setup

1. Go back to Hubspot CRM and pick an account you need. Then go to Settings -> Integrations -> Connected Apps.

2. On the next page click “Add Settings”:

The setting process can be divided into two parts:

2.1 Meta and Stape accounts data
2.2 HubSpot CRM fields

2.1 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.

2.2 HubSpot CRM fields

Next you need to map your CRM fields to conversion event parameters.

- (Optional) Pick a field where Meta Lead ID is stored.

- 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 Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your Meta Dataset (Facebook Pixel). So we need to configure it by choosing one of two approaches:

• In the left-side dropdown, select a Contact stage to trigger an event; in a box to the right, type the event name you’d like to send to Meta.

• Select the ‘Send all stages’ checkbox if you want to send all Contacts stages as events to Meta. Events are then named automatically and consist of a Contact status name. You can also select stages to ignore in this case.

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.

App configuration | Server GTM

Before you start

Make sure you have an active Stape account with a server GTM container hosted on Stape.

If you don’t have an account on Stape, please create one or log in if you already have. In the main menu click “sGTM” → “Create container” on the top right.

Add your container name, Container Configuration that you copied from your Google Tag Manager Server Container, and select server location. Click Create Container.  

App setup

1. Go back to Hubspot CRM and pick an account you need. Then go to Settings -> Integrations -> Connected Apps.

2. On the next page click “Add Settings”:

The setting process can be divided into two parts:

2.1 Stape account data
2.2 HubSpot CRM fields

2.1 Stape account data

You will need to fill in the following field:

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

2.2 HubSpot CRM fields

Next you need to map your CRM fields to conversion event parameters.

- (Optional) Pick a field where Meta Lead ID is stored.

- Configure additional User data you’d like to send to server GTM, 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 Contacts, whenever a deal reaches a status you define, a corresponding event will be sent towards your server GTM container. So we need to configure it by choosing one of two approaches:

• In the left-side dropdown, select a Contact stage to trigger an event; in a box to the right, type the event name you’d like to send to server GTM.

• Select the ‘Send all stages’ checkbox if you want to send all Contacts stages as events to server GTM. Events are then named automatically and consist of a Contact status name. You can also select stages to ignore in this case.

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 to Settings → Integrations → Connected Apps and follow the steps from section 1 of this manual.

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 or server GTM container hosted on Stape. 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 Contact entities. Triggers (lead statuses) 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 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.