Facebook Conversions API for CRM

with the facebook conversion api for crm app in {{product name}} , you can create lead events in your facebook conversion api for crm account requirements to use the facebook conversions api for crm app in {{product name}} , you must create a facebook account create a facebook business manager account at business facebook com https //business facebook com/overview create a new pixel specifically for the lead events in your facebook event manager the pixel should be of type crm start sending simple "lead" events with the facebook conversions api app immediately after you receive leads with facebook leads ads app more info can be found in the video below start sending lead status change events via {{product name}} to facebook with the facebook conversions api for crm app the facebook account used during the connection creation should be the admin of the facebook ads account and the newly created pixel after a week or so, you need to go to the pixel's settings and finish the configuration of your sales funnel to define the lead status that will be used for optimizing your facebook lead ads campaigns where the optimization is set to facebook conversions api for crm we strongly recommend watching the video below to understand the above prerequisites before you start using the app youtube link here https //www youtube com/embed/gj4s9ryrh 0 as mentioned in the video, in order to be able to use the facebook conversions api for crm app, you first need to start capturing facebook lead ids in your crm to do so, you can start using the facebook lead ads app on {{product name}} this app allows you to listen for new form submissions on facebook and then pass the form data along with the lead id to your crm for more information, see the facebook lead ads docid\ mfsmr4m6jyafqepovcjct app connect facebook conversions api for crm and {{product name}} to create the connection log in to your {{product name}} account, add an facebook conversions api for crm module to your {{scenario singular lowercase}} , and click create a connection optional in the ​​ connection name​​ field, enter a name for the connection optional switch on ​ show advanced settings ​ and enter your facebook conversions api for crm client credentials for more information on how to obtain your credentials, refer to the meta conversions api for crm developer documentation if requested, use the following redirect uri when setting up your client credentials https //www integromat com/oauth/cb/facebook business extension add the details as provided below to connect the app field description your business name enter your business name currency select the applicable currency for your business for example, usd timezone select the timezone applicable to your business external business id enter a unique business id the external business id is a unique identifier to distinguish multiple businesses the id can be any string of your choice but ensure the id is unique for your different businesses if you run more than one business client id and client secret optional client credentials of your custom application click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the facebook conversions api for crm app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps connect an application docid\ so88fm6pkt0g adkddfzz facebook conversions api for crm modules after connecting to the facebook conversions api for crm app, you can use the following types of modules to build your {{scenario plural lowercase}} actions create a lead event field description connection facebook conversions api for crm docid\ ztsvzr3nqriy09 ulp 15 event name name of the event to capture the stages you use within your crm ensure to send all stages as they are updated, including the initial lead stage for example, your stages may include the following types if a lead reaches the final, converted stage, all previous stages should have been sent beforehand initial lead from fb marketing qualified lead sales opportunity converted facebook recommends using a variable to pass in the stages from your database alternatively, you could create a separate api call for each stage event time a timestamp that indicates when your crm updates the lead stage update event facebook recommends using a variable to pass in the unix timestamp values from your database the event time parameter value can be up to 7 days before you send an event to facebook lead id the fb generated id for every lead, a 15 or 16 digit number it is required to use lead ids instead of customer information for matching facebook recommends using a variable to pass in the id values from your database lead id associated with a lead generated by facebook's lead ads this means you can only use this module when your lead originally came from lead ads, and you saved its lead id lead event source name of the tool where the leads are coming from we suggest you use make or anything regarding your business process you can also use the name of the true source system for example, crms such as hubspot , salesforce , pipedrive , etc , pixel id select or map the pixel id of your facebook account to create and set up the pixel id, refer to facebook help page leave this field empty for the pixel id you picked when creating or reauthorizing the connection if you want a pixel under a different facebook business manager account, create a new connection instead facebook conversions api for crm resources facebook conversions api for crm integration