Meta Conversions (CAPI)
Report your sales to Meta so the ad system learns to find people who actually buy.
Why does this feature exist?
When you advertise on Facebook and Instagram, Meta guesses who to show the ad to. If you only give it “click” and “form fill” data, it also finds people who click but never buy.
The Meta Conversions feature reports real events in the CRM (quote sent, sale made) to Meta. Over time, Meta learns to show ads to people more likely to buy. The result: more sales with the same budget.
Its technical name is Conversions API (CAPI).
Path: Left menu → All Integrations → Meta Conversions
Before you start
- You need a Meta Business account and a Pixel / dataset.
- Your Pipeline stages must be defined.
- Your ads must lead to WhatsApp, Instagram, Messenger or Lead Ads.
Setup steps
Step 1: Accept the agreement
A privacy agreement appears the first time you open the page. Read and accept it.
Step 2: Connect your Pixel / dataset
Sign in with your Meta account and select the Pixel or dataset you want to use.
Step 3: When should it be reported?
This is the most important step. For each pipeline stage, you choose which event is sent to Meta.
Example mapping:
| CRM stage | Meta event |
|---|---|
| New | (don’t report) |
| Quote Sent | QualifiedLead |
| Closed | Purchase |
Also set:
- The Lead conversion event
- The Quote accepted event
- The Currency and default value