Meta Conversions API: How to set it up

Meta Conversions API (CAPI) is a technology from Meta that allows you to sync conversions that happened from business messaging with your Meta account.

By integrating CAPI with Kommo, you will be able to synchronize your Instagram, Facebook, and WhatsApp Cloud API statistics to your Meta account, and then you can see the overview on your Meta Events Manager.

This integration allows you to send conversion signals from conversational flows directly to your Meta account. That means you can accurately measure the effectiveness of your Click to Message ads through Facebook Ads Manager, ensuring better performance tracking and optimization. Specifically, you can track two key events: Lead & Purchase.

• The Lead event captures leads generated from your ads.
• The Purchase event tracks when those leads make a purchase.

Since clients might contact you through different messaging platforms, syncing events from all your business messaging lets you track the entire customer journey. This helps you see which platforms are driving the best results.

For more details on how Meta Conversions API can benefit you, check out our Meta Conversions API: Overview article.

Meta Conversions API can be set up on Digital Pipeline or Salesbot. To make sure your Meta account receives accurate data, follow these setup steps:

• For Lead Events: Pick stages like “Qualified” or “Contacted” when you want Meta to find more leads similar to those at these stages.
• For Purchase Events: It's best to select the “Close-Won” stage.

• For Lead Events: Choose this event when earlier steps in Salesbot show that the lead is interested.
• For Purchase Events: Choose this event when the previous step involved an automated payment, meaning the client has completed a purchase.

To use this feature, you’ll need:

1. A subscription to Kommo’s Advanced or Enterprise plan.
2. Make sure you have connected all Meta business-messaging integrations that CAPI supported to get leads from those sources.

• Facebook: You will need a Meta Business Suite and a Business Manager that are created for the Facebook account. Read our article on How to connect Facebook to Kommo.
• Instagram: It needs to be switched to a business account and connected to a Facebook page. Read our article on How to connect Instagram to Kommo.
• WhatsApp Cloud API: The WhatsApp Business account needs to be connected to a Facebook page. Read our article on How to connect to WhatsApp Cloud API.

As mentioned earlier, Meta Conversions API can be set up on Digital Pipeline or Salesbot. Here’s how to do it for both:

To set up the Meta Conversions API in Kommo through the Digital Pipeline, you’ll need to:

1. Go to the Leads tab > click on the Automate button at the top right.

1. Choose the pipeline stage and click Add trigger. Make sure that you choose the lead sources that are connected to Kommo. You can see them on the Lead Sources tab on the left side of the pipeline.

1. Find the Meta Conversions API widget and click Connect.

1. After that, you will be redirected to log in to your Facebook to choose the business portfolio, business page, Instagram account, and confirm the access you are giving to Kommo.
2. After your account has been connected to the Meta Conversions API widget, click Add.

1. Configure the settings:

• For the source field, we recommend syncing conversion data from all Meta business messaging sources, so you can just skip the For all leads with field. The trigger will automatically work for leads from Instagram, Facebook Messenger, and WhatsApp Cloud API, but not for other sources. If you choose a source in the For all leads with field, then the trigger will be limited to that specific source and work only for it.
• Set the execution condition for the trigger. Read our article on Digital pipeline triggers for more info.
• Select the events to sync to the Meta account. You can choose Lead or Purchase. Check the Steps recommended for correct data tracking section for guidance.
• Select the Facebook page that you want to use.
• You can choose whether to click on the check mark on Apply the trigger to all leads already in this stage or skip this step.
• Click Done when you’re finished.

To set up the Meta Conversions API in Kommo through the Salesbot, you’ll need to:

1. Go to Settings > Communication tools and then to the Salesbots section. Create a new bot or select an existing one.

1. In the Salesbot visual builder, click Action.

1. Select Meta Conversions API.

1. Select the Facebook page and Events to sync. See the Steps recommended for correct data tracking section for guidance. Click Save & Continue when you’re done.

1. Set the execution condition and triggers. You can read our article on Salesbot triggers to learn more. Click Done once you’re done setting up the trigger to start the Salesbot.

By following these steps, you’ll be able to set up the Meta Conversions API effectively, ensuring you can track and optimize your ad performance with ease.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

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