Conversions API

2: Getting Started With the CRM Integration

This guide covers:

Step 1: Create a Lead Ads campaign (optional)

This section is optional if you already have existing Lead Ads campaigns. Note that the optimization goal cannot be changed on published campaigns, but you can duplicate existing campaigns, then change the optimization goal.

  1. Log into your business Ads Manager account. (Conversion Leads performance goal is not available through personal ad accounts nor through Lightweight Interfaces.)

  2. Click the + Create button to create a new campaign. Under the Choose a Campaign Objective window, choose Leads, and click Continue.

  3. In the ad set level settings, within the Conversion location, select Instant forms.

  4. Under Optimization & delivery for the ad set, click on the Edit button for Optimization for ad delivery and choose the Conversion Leads goal in the drop-down. The CAPI for CRM integration is not a requirement to begin running campaigns with the Conversion Leads performance goal, however you will see better results if it is fully integrated.

Step 2: Create a Meta CRM Dataset

This section will walk you through creating a Meta Pixel for your CRM.

Note: 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 Dataset or convert an existing Dataset. Your decision will depend on how you want to organize your events and manage ad account access to the Datasets. We recommend creating a new Dataset so the CRM events do not overlap with existing Dataset events in Events Manager, which will make troubleshooting easier.

    If you convert an existing Dataset, 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 Dataset will not affect other events uploaded to it. A CRM Dataset simply lets the Meta know that CRM events will be uploaded to it and adds the Conversion Leads Optimization integration workflow to the Dataset.
    1. To create a new Dataset: Click on the Create New Dataset link, and name the Dataset accordingly.
    2. To convert a Dataset: Select the existing Dataset you would like to upload CRM events into. Converting an existing web Dataset will not affect other events being uploaded to it.
  4. Double check that the icon for your CRM Dataset has updated. If it did not, repeat this step.

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





Step 3: Choose an integration method

You will have a choice to complete the set up using the manual integration or a partner integration. A manual integration is a great choice for businesses that have developer resources available, access to their server codebase, and need the ability to customize their configuration. Alternatively, businesses that need a simpler CRM integration may use one of the available partner integrations.

  1. Enter your CRM in the search box.
    1. If your CRM is supported by a partner integration you can choose the Use a partner option and follow the directions in that workflow.
      1. Select your preferred partner.
      2. Click Open instructions for the respective partner to get directions for that workflow.
      3. Click Go to partner to proceed to the partner and begin the integration.
      4. You can skip to 4: Verify your data once the partner integration is complete.


    2. Otherwise, proceed by choosing the Manual code option or the Invite a developer option, and click Continue.
    Note: The developer performing the integration will need Business Manager admin access to complete the process.