Marketing

Facebook Conversions API for CRM

7min

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With the Facebook Conversion API for CRM app in , you can create lead events in your Facebook Conversion API for CRM  account. 
Requirements
To use the Facebook Conversions API for CRM appin , you must: 
create a Facebook account﻿
create a Facebook Business Manager account at business.facebook.com﻿
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  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.
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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 .
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 app.
Connect Facebook Conversions API for CRM and  
To create the connection:
1
Log in to your  account, add an Facebook Conversions API for CRM module to your , and click Create a connection.
2
Optional: In the ​​Connection name​​ field, enter a name for the connection.
3
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
4
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
Optional: Enter a unique Business ID.
We strongly recommend entering an External Business ID as 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.
5
Click Save.
6
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 . If you want to make changes to your connection in the future, follow the steps here﻿.
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 .
Create a Lead Event
Field
Description
Connection
﻿Create a connection to your Facebook Conversions API for CRM account﻿ 
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
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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	Optional: Enter a unique Business ID. We strongly recommend entering an External Business ID as 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.

Field	Description
Connection	Create a connection to your Facebook Conversions API for CRM account
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 Catalogs modules

Facebook Conversions API for CRM troubleshooting (cloned)