How to create a new CRM pixel?

How to create a new CRM pixel?

You will need to have admin access to create or convert a Pixel.

  1. In Events Manager, click Connect Data Sources to connect a new data source.

  2. Select CRM, then click Connect.

  3. You may either create a completely new Pixel or convert an existing Pixel. Your decision will depend on how you want to organize your events and manage ad account access to the Pixels. We recommend creating a new Pixel so the CRM events do not overlap with existing Pixel events in Events Manager, which will make troubleshooting easier.

    If you convert an existing Pixel, we recommend giving the CRM events a different name rather than reusing existing event names, which could cause confusion between the different types of events. Converting an existing web Pixel will not affect other events uploaded to it. A CRM Pixel simply lets the Meta know that CRM events will be uploaded to it and adds the Conversion Leads Optimization integration workflow to the Pixel.
    1. To create a new Pixel: Click on the Create New Pixel link, and name the Pixel accordingly.
    2. To convert a Pixel: Select the existing Pixel you would like to upload CRM events into. Converting an existing web Pixel will not affect other events being uploaded to it.
  4. Double check that the icon for your CRM Pixel has updated. If it did not, repeat this step.

Note: The integration is Pixel-based. Do not switch completed integrations to a different Pixel.

    • Related Articles

    • Pre-requisites for Meta CRM CAPI

      Lead Id should be stored in your CRM that is generated from the lead ad campaigns. Refer to this article Minimum 3 events need to be passed back to META so that META can create a funnel and optimize better Ensure a conversion of min 1% from the ...

    • Source setup as Leadsquared for Meta CRM CAPI

      Prerequisites A LeadSquared account that is set-up to capture leads from Meta Lead Ads (Instant Forms) A custom field created in LeadSquared leads detail page that captures Meta Lead ID from Meta Lead Ads (Instant Forms). The Meta Lead ID field in ...

    • Meta CAPI for CRM

      Overview: The Meta Conversion API for CRM is a performance optimization tool designed specifically for lead ads. It enables businesses to send updated lead information back to Meta, allowing for more precise optimization for campaigns that you are ...

    • Can I just create a new pixel for implementing conversion api?

      It’s not required to create a new pixel for enabling conversion api since snap team recommends to integrate conversion api for the same pixel which you are using for browser events.

    • How to Create a New Pixel ID in Snapchat ?

      1. Login to Snapchat Ads account https://ads.snapchat.com/. 2. On the top left, click on “Business” to open the navigation panel. Click on “Events Manager” under Assets. 3. Click On ‘New Event Source’ available at the top right or at the center (if ...