Meta Conversion Leads with Datahash[Part 2: Connect CRM to Meta Conversion Leads(Step 1 (Option 1): Salesforce CRM Source Connector Set-up)]
Prerequisites:
- A Salesforce account that is set up to capture leads from Meta Lead Ads (Instant Forms)
- Login credentials to the Salesforce account with access to the Leads module and following scopes
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
- Manage Customer Data Platform Ingestion API data (cdp_ingest_api)
- A custom field available that captures Meta Lead ID from Meta Lead Ads (Instant Forms). The Meta Lead ID field in the Leads module of Salesforce CRM should be of ‘text’ datatype.
- Minimum two lead life cycle stages/lead status configured in the CRM to be pushed to Conversion Leads
Implementation Steps:
- Choose Salesforce CRM as your connector in the source section available under the CRM category
- Click on the “Sign in with Salesforce” Single Sign-On button to authorize the connection with you Salesforce account.
- Allow access to Datahash for the persmissions required to enable the integration
- Select ‘Meta CLO’ in the available integrations and the applicable Salesforce module from which lead data will be read for Meta CLO. Provide an identifiable name to the connection and click ‘Next’.
Next step is to map the CRM fields with the data points required for Meta CLO integration. - Meta Lead ID: This is the unique identifier generated in Meta Lead Form (Instant Form) where the lead was captured. Please select the CRM field name which stores the Meta Lead ID in Salesforce module.
- Last modified date column: This is the field that indicates the lead’s most recent update time to synchronize the latest updates. The default sync frequency is 15 minutes. Please specify the CRM column name for capturing this update.
- Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in Meta Leads Conversion API for Lead Ads campaign optimisation.
- Click on Preview Data to show values of the selected columns for a sample set of leads from your connected Salesforce account to validate if the field mapping is correct and required data is being fetched.
- Click Finish to successfully setup your Salesforce CRM Source Connector.
The source connector set-up will be marked ‘Completed’ as below. If the set-up is exited before finishing the set-up, the connector will remain in pending status and still be completed any time later by clicking the Connection Name in the below step.
Proceed to Step 2 to set-up Meta Conversion Leads as data destination to capture lead status update events through Conversions API
Related Articles
Setting up source as Salesforce CRM for Snap Leads Conversions API
Prerequisites: A Salesforce account. A defined field in Salesforce CRM for Snapchat Lead ID. Set-up process: Log in to your Datahash account on https://studio.datahash.com/login Navigate to CRM category under Sources list in the left section. Click ...Setting Up Source as CRM for Snap Leads Conversions API
Set up data source for Snap Leads Conversions API : First step to implement Snap Leads Conversions API is to integrate a data source which your organization uses to manage and store leads information. Datahash provides integrations with various type ...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 ...Meta Conversion Leads with Datahash[Part 2: Connect CRM to Meta Conversion Leads(Step 1 (Option 2): Zoho CRM Source Connector Setup)]
Prerequisites Login credentials to Zoho CRM admin account that is set-up to capture leads from Meta Lead Ads (Instant Forms) A custom field created in Zoho CRM Leads detail page that captures Meta Lead ID from Meta Lead Ads (Instant Forms). The Meta ...Meta Conversion Leads with Datahash[Part 2: Connect CRM to Meta Conversion Leads(Step 1 (Option 3):LeadSquared CRM Source Connector Setup)]
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 ...