Choose a CRM and integrate Meta Conversion API

Project Meta:

Implement integration of the CRM system with Meta through the Conversion API for transferring data about completed purchases, which will allow tracking the effectiveness of advertising campaigns and optimizing advertising costs, increasing return on investment (ROI).

General Provisions:

• CRM system: there is an existing CRM that does not have integration capabilities, so advice is needed, considering Key CRM /

  SalesDrive CRM (only considering existing CRMs)

• Meta Conversion API: An interface for transferring event data (e.g., purchases) directly from your server to Meta (Facebook/Instagram).
• Integration object: Purchase data (product name, purchase amount, date, user identifier).
• Goal: Collect and send purchase data to Meta to improve the accuracy of advertising campaigns, including retargeting and optimization.

Functional Requirements:

1. Data collection in CRM:

   • The CRM must store information about each purchase, including: unique transaction identifier, user identifier (e.g., email, phone number, or other data), product name, cost, date, and time of purchase.

2. Data transfer via Conversion API:

   • Purchase data must be transmitted from the CRM to Meta in real-time or with minimal delay.

   • Data must include all necessary parameters provided by the Conversion API, including Purchase, Lead, and other relevant events.

3. User identification:

   • To ensure accurate tracking, unique user identifiers are transmitted. This can be an encrypted email, phone number, IP address, or other available data.

   • All user data must be anonymized and comply with GDPR or other regulatory acts applicable in your jurisdiction.

4. Security and confidentiality:

   • Data transmission must be conducted over a secure HTTPS protocol.

   • Use of access tokens for authenticating requests to the Meta Conversion API.

   • Data storage must comply with all security standards.

5. Logging and monitoring:

   • The CRM must have functionality for logging all requests to the Conversion API.

   • In case of errors, a notification mechanism must be implemented (e.g., via email or an integrated CRM notification system).

   • Implement monitoring to track the success of data transmission and identify problematic requests.

6. Testing and implementation:

   • Conduct integration testing in a test environment before deploying to production.

   • Verify the correctness of data transmission and data consistency between CRM and Meta.

   • Set up a schedule for automatic stability checks of the integration.

7. Technical Requirements:

   1. API version: Use the latest stable version of the Meta Conversion API.

   2. Data transmission methods: Use POST requests with JSON data format.

   3. Authentication: Use Access Token to access the API.

   4. Operating system and runtime environment: [Describe the technical details of your environment if necessary].

8. Milestones:

   1. Completion of requirements gathering and CRM analysis.

   2. Development of integration solution and its testing.

   3. Conducting UAT (User Acceptance Testing).

   4. Launch in the production environment.

   5. Monitoring and optimization of integration performance.

9. 
   
   This technical specification may be clarified or supplemented based on discussions with all stakeholders.