Step 1: Access the Setup Page
- Navigate to the setup page.
- Click on the Connect to CRM button to initiate the connection process.
Step 2: Select Your Account
- On the new page, choose the CRM account you wish to connect.
- If you have multiple accounts, select them one at a time.
- Confirm your selection to connect the account.
Step 3: Add a New Destination
- Click on Add New Destination.
- Enter the destination name, e.g., Meta Ads.
Step 4: Obtain Necessary Information
Pixel ID/Data Set ID:
👉 View Help Doc
- Go to Business Manager in Facebook.
- Navigate to Events Manager.
- Under Settings, locate and copy your Pixel ID.
Access Token:
👉 View Help Doc
- In Events Manager, scroll to the Conversions API section.
- Click on Generate Access Token and copy the token.
Step 5: Enter Information
- Paste the Pixel ID and Access Token into the respective fields in your setup.
Configure additional settings:
- Toggle on Track Invoices as Purchases if desired.
- Set a threshold under Only Track Orders Below This Amount to filter high-value transactions.
- Click Add New Destination to save the configuration.
Step 6: Monitor Logs
Once connected, logs of transactions and events will appear automatically as they occur.
Navigate to the logs page to see everything that's happening!
Additional Methods for Sending Events
Method 1: Automatic with Pipeline Steps
As contacts move through different pipeline stages, events will be automatically sent to Meta.
Example: Moving a contact to Proposal Signed will trigger an event.
Method 2: Automations
Use the workflow action "Send Event to Hello Conversions".
Define the event name and configure it in your automation.
Step 7: Verify Event Tracking
- Go to the Logs section to view events sent to Meta.
- Confirm that the correct data and click IDs are being transmitted.
Conclusion
By following these steps, you have successfully set up conversion tracking for your CRM, ensuring efficient data flow to your chosen destinations. Utilize the automatic pipeline steps and custom automations to enhance tracking capabilities.
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