Facebook Conversion Leads

Facebook Conversion Leads
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With the Facebook Conversion Leads modules in {{Make}}, you can create lead events.

To get started with the Facebook Conversion Leads app:

create a Facebook account
create a Facebook Business Manager account at business.facebook.com
create a new pixel specifically for the lead events in your Facebook Event Manager. The pixel should be of type CRM.
start sending events via Make to Facebook. The Facebook account used during the connection creation should be the admin of the Facebook Ads account and the newly created pixel.
after a week or so, you need to go to the Pixel's Settings and finish the configuration of your sales funnel to define the lead status that will be used for optimizing your Facebook Lead Ads Campaigns where the optimization is set to Conversion Leads.

{{Make}} strongly recommends watching the video below to understand the above prerequisites before you start using the app.

Note

As mentioned in the video, in order to be able to use the Facebook Conversion Leads app, you first need to start capturing Facebook lead IDs in your CRM. To do so, you can start using the Facebook Lead Ads app on {{Make}}.

This app allows you to listen for new form submissions on Facebook and then pass the form data along with the Lead ID to your CRM. For more information, see the Facebook Lead Ads app.

Connect Facebook Conversion Leads to {{Make}}

To connect to the Facebook Conversion Lead app:

Log in to your {{Make}} account, insert a Facebook Conversion Lead module in your scenario, and click the Add button next to the Connection field.
Optional: Click Show Advanced Settings to enter the client credentials of your custom application.

Add the details as provided below to connect the app:

Connection name

Optional: Enter a name for the connection.

Your Business Name

Enter your business name.

Currency

Select the applicable currency for your business. For example, USD.

Timezone

Select the timezone applicable to your business.

External Business ID

Optional: Enter a unique Business ID.

Note

{{Make}} strongly recommends entering an External Business ID as a unique identifier to distinguish multiple businesses.

This field is mandatory if you want to create multiple connections to multiple Facebook Business accounts.

The ID can be any string of your choice but ensure the ID is unique for your different businesses if you run more than one business.

For example, fubar-123 is for a business called Fubar.

Client ID and Client Secret

Optional: Client credentials of your custom application.

Click Save and select your account settings for the connection.

	Note
	The connection setup could take up to 3 - 5 minutes.

You have successfully established the connection. You can now edit your scenarioand add more Facebook Conversion Lead modules. If your connection needs reauthorization, follow the connection renewal steps here.

List of modules to start with in scenarios with the most common CRM apps

Start by selecting one of the following CRM modules you want to connect to Facebook and upload lead events.

The following table provides the apps and the modules to start with these apps using {{Make}}:

CRM	Module to Start With	Notes
HubSpot	Watch Records	Monitors both creations and updates
Salesforce	Watch Records	Monitors both creations and updates
Zoho	Watch Objects	Monitors both creations and updates
Bitrix	Watch Leads/Deals	The modules should be set to watch by modified time.
Microsoft Dynamics	Search Records	The Watch Records will only give you creations but not updates, so you will have to go with search and filter for records that have been edited since the last run.

Actions

You can create events with the following module.

Create a Lead Event

Creates a specific lead.

Connection

Establish a connection to your Facebook Conversion Leads account.

Event Name

Name of the event to capture the stages you use within your CRM.

Ensure to send all stages as they are updated, including the initial lead stage.

For example, your stages may include the following types.

If a lead reaches the final, Converted stage, all previous stages should have been sent beforehand.

Initial Lead from FB
Marketing Qualified Lead
Sales Opportunity
Converted

Facebook recommends using a variable to pass in the stages from your database. Alternatively, you could create a separate API call for each stage.

Event Time

A timestamp that indicates when your CRM updates the lead stage update event.

Facebook recommends using a variable to pass in the Unix timestamp values from your database.

	Note
	The `event_time` parameter value can be up to 7 days before you send an event to Facebook.

Lead ID

The FB generated ID for every lead, a 15 or 16-digit number.

It is required to use Lead IDs instead of customer information for matching. Facebook recommends using a variable to pass in the ID values from your database.

Lead ID associated with a lead generated by Facebook's Lead Ads. This means you can only use this module when your lead originally came from Lead Ads, and you saved its Lead ID.

Lead Event Source

Name of the tool where the leads are coming from.

We suggest you use Make or anything regarding your business process. You can also use the name of the true source system. For example, CRMs such as Hubspot, Salesforce, Pipedrive, etc.,

Pixel ID

Select or map the Pixel ID of your Facebook account. To create and set up the Pixel ID, refer to Facebook help page.

Leave this field empty for the pixel ID you picked when creating or reauthorizing the connection. If you want a pixel under a different Facebook Business Manager account, create a new connection instead.

For more information, see the Facebook Conversion Leads Integration page.

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