Integration of Meta Conversion API (CAPI) with the company's CRM

Enterprise Resource Planning (ERP) 112 USD
Job 11 of 14
Description: Implemented a system for end-to-end analytics and data transfer between the Meta advertising cabinet and Zoho CRM. This allowed the client to move away from simple tracking of "clicks" in favor of optimizing for actual sales.

What was done:

Setting up Meta Pixel and Conversion API (CAPI): Created server-side event tracking that bypasses browser and iOS (ITP/AdBlock) limitations.

Two-way integration with Zoho CRM: Configured automatic data transfer when filling out the lead form. Each lead instantly enters the CRM and is simultaneously recorded in Meta.

Automation of funnel stages (Offline Conversions): Set up signal transmission to Facebook when lead statuses are changed by managers in the CRM (for example: "Qualified," "Meeting Scheduled," "Deal Closed").

Benefits for the client:

Quality over quantity: Facebook algorithms began to look for not just those who click on ads, but users similar to those who actually make purchases.

Budget savings: Eliminating costs for non-target audiences through a precise understanding of the value of each sales stage.

LTV and Retargeting: The ability to create Look-alike audiences based on the most profitable customers from the CRM.

#Make.com #FacebookAds #Pixelfacebook #facebook_conversion #ZohoCRM #keycrm #pipedrivecrm #Conversion_api #make #FacebookAPI #leadgeneration #api
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