Meta CAPI for CRM

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 running to generate through native lead forms within Meta.

Goal:
Enhanced Lead Tracking: By integrating Meta Conversion API for CRM with your CRM system, lead-generation-based businesses can track leads more accurately. This is particularly beneficial in scenarios where leads originate from Meta Lead Generation campaigns, as the API allows for the seamless transfer of offline event data from the CRM to Meta servers.
Improved Lead Quality: The integration enables lead generation businesses to optimize their campaigns using the Conversion Leads optimization goal. This goal focuses on targeting users who are more likely to convert based on their interactions with the CRM data.

Source Setup:
Meta CRM for CAPI is set up through any data source that can provide lead status updates for tracking the lead lifecycle such as below:
CRM Systems: Salesforce, HubSpot, Bitrix24, LeadSquared, Freshsales, MS Dynamics & Zoho.
Warehouse Management Systems (WMS): BigQuery, Snowflakes.
File Storage Solutions: AWS S3, File FTP/SFTP, File FCP
Datahash provides easy and seamless integration with all of the mentioned types of data sources. This implementation guide provides detailed step-by-step instructions for each of the supported data sources. Choose your organization’s relevant data source to set up Meta CRM for CAPI.

Destination Setup:
Meta CRM for CAPI should be set-up on the Pixel which is being used for tracking conversions and optimising Ad campaigns in your Meta Ads account. The set-up can be easily done by just providing the respective Pixel ID and associated access token.

Pre-Requisites:
A Meta Ads account
Leads with Lead ID available in the CRM or any other data source where the leads data is stored.
Access to Meta Business Manager along with the Events Manager section

Follow the instructions in the below steps to do the set-up:

Step 1: Set up data source for Meta Conversion API for CRM
Step 2: Set up data destination for Meta Conversion API for CRM

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