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Facebook Conversion API Integration for Lead Events – BizStackPro Help

Facebook Conversion API Integration for Lead Events

Set up the Facebook Conversion API (CAPI) with BizStackPro to optimize lead ads, track lead quality, and improve conversions by syncing CRM events back to Meta.

Understanding Funnel vs Lead Events

  • Funnel Events: Server-side actions like page visits, form submissions, purchases, or subscriptions tracked directly from your site.
  • Lead Events: Triggered when contacts move through stages in your BizStackPro pipeline (e.g., New, Booked, Abandoned). Sent back to Meta to optimize lead quality.

Step 1: Initialize a Facebook Pixel

  1. Log into Meta Business Suite and open Events Manager.
  2. Select Connect Data Sources β†’ CRM.
  3. Create or use an existing Pixel and copy its Dataset ID.
  4. Generate an Access Token from Events Manager > Data Sources > Settings.
  5. Ensure your Facebook Page and Forms are mapped under BizStackPro Settings > Integrations.

Step 2: Build Two Workflows

Workflow 1 – Capture Leads

  • Trigger: Facebook Lead Form submission.
  • Actions: Create/Update Opportunity, set Pipeline & Stage, and add a Facebook Conversion API action with Access Token & Pixel ID.

Workflow 2 – Send Conversion Events

  • Trigger: Pipeline Stage Change.
  • Action: Facebook Conversion API with Event Type = Lead Event, Access Token, and Pixel ID.
  • Move test leads through stages to confirm events fire in Events Manager.

Troubleshooting

  • If events are skipped: add Pixel code to Page Builder > Head Tracking Code instead of global settings.
  • Check correct triggers are applied (Lead Form Submission, Stage Change).
  • Use Meta’s Lead Ads Test Tool to generate test leads and verify events.

Frequently Asked Questions

What is the Facebook Conversion API (CAPI) integration?

It lets BizStackPro send server-side events to Facebook, improving tracking accuracy and optimizing ads for quality leads.

How does CAPI improve lead ads?

As leads move through your pipeline, their progress is shared with Meta, allowing Facebook to optimize for higher lead-to-sale conversions.

Where do I find my Access Token and Pixel ID?

In Events Manager > Data Sources > Settings, generate an Access Token and copy the Dataset ID (Pixel ID).

What is Custom Value Mapping?

You can enable it to override system defaults with parameters like FBCLID or Lead ID for more accurate tracking.

How do I monitor CAPI events?

Check Events Manager > Settings to review event history and confirm CRM events are being received.

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