[Salesforce] Meta Leads API by Stape

Stape developed the Meta Leads API app to help you easily report your Leads' progress status as conversion events to your Meta Dataset (formerly Pixel).

With this app, you can configure the relevant fields once, and it will automatically monitor the statuses of your Leads. It will then send the corresponding conversion events to your Meta Dataset, ensuring accurate and efficient tracking of your Lead conversions.

 

Before you start

Make sure you have an active Stape account with Meta Conversions API Gateway

If you don’t have an account on Stape, please create one or log in if you already have. In the main menu click “FB CAPI Gateways” → “Create CAPIG” on the top right.

 

 

Add name, email, and server location for new CAPIG. Then, choose the subscription plan and add billing details.

After creating Meta Conversions API Gateway in your Stape account, connect your Meta Dataset (Pixel) - just click "Add data source" → authorize in Meta → select the Business Manager and Dataset (Pixel) you want to connect.

 

 

To increase the match quality of events, please enable “Automatic advanced matching”.

 

 

For more detailed instructions, check Stape’s article on how to set up Meta Conversions API Gateway.

 

App installation

1.1 Install Meta Leads API by Stape by following this link.

1.2 Give the app the scopes it requires.

 

App configuration

Once you click "Allow and Install," the app configuration page is displayed.

The setting process can be divided into two parts:

2.1 Meta and Stape accounts data
2.2 Salesforce fields

 

 

 

2.1 Meta and Stape accounts data

You will need to fill in the following field: Meta Dataset (Pixel) ID and CAPIG API Key.

 

Meta Dataset (Pixel) ID

Meta Dataset (Pixel) ID- unique identifier that is used to configure integrations and view events in Events Manager. You can find it in your Meta account in Data Sources’ “Settings” tab. To find Meta Dataset ID follow the steps below.

 

1. Log into your Facebook Business Manager → Click "All tools" in the left-hand menu options.

 

2. On the pop-up menu, find "Event Manager" → "Data Sources".

 

 

3. Go to the "Settings" tab and find Dataset ID.

 

 

CAPIG API Key

CAPIG API Key - alphanumeric string value that is needed for app identification. Find CAPIG API Key in the CAPIG settings section of your Stape account.

To find CAPIG API Key log into your Stape account → FB CAPI Gateways → choose the right CAPIG from the drop-down menu.

 

 

2. In the "CAPIG settings" see "Show CAPIG API Key".

 

 

 

2.2 Salesforce fields

Next you need to map your CRM fields to conversion event parameters.

- (Optional) Pick a field where Meta Lead ID is stored. Note dropdown will only reflect custom fields.

- Configure additional User data you’d like to send to Meta, by choosing a parameter in the left dropdown and selecting an appropriate field in the right-side one.

 

 

 

Application sends conversion Events based on stages of your Leads, whenever an opportunity reaches a stage you define, a corresponding event will be sent towards your Meta Dataset (Pixel). 

In the left-side dropdown select a Lead stage to trigger an event, in a box to the right type the event name you’d like to send to Meta.

 

 

 

 

Once done, click “Save and Connect”. Once you see a success message your installation is complete and the application will send conversion events in the background based on your settings.

 

 

Settings editing

If you have some changes in the funnel or you want to change the events sent to Meta, you can always edit your app configuration.

To do this, navigate to your Salesforce Home page and either use the App Launcher search or click on the "Stape app" tab in the navigation menu:

 

 

FAQ

- Is there a subscription involved to use the application?

Application is distributed for free, but you will need a functioning CAPI Gateway account on Stape.

- How does the app trigger conversion events?

Application will react to status changes of your Deal entities. Triggers (deal statuses) are configured in app settings.

- How can I make sure the app actually works?

You should see events you’ve configured in your Events Manager. Please note the user interface may take up to 30 min to reflect most recent events sent.

- I don’t have any fields in the Meta Lead ID selector, is something wrong?

Meta Leads ID selector only offers custom fields since there is no native one that would store this datapoint. You can add it via Settings > Company > Data fields, and click “Add custom field.”