Facebook Conversion Leads Walkthrough

The Lead event in Facebook Conversions API is a standard event that tracks when users provide their contact information on a website or in an app. The Lead event can be used to track various types of leads, such as form submissions and Facebook Lead form

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What is the difference between Funnel Events and Lead Events in Facebook Conversion API?
Using Pipeline stage changes with funnel events
How to set up FB CAPI (Conversions API) Lead Event?
Step 1: Create an FB Pixel:
Step 2: Create two FB Conversions API Workflows.

Facebook Conversions API aims to connect your marketing data directly with Funnels and Workflows in LeadConnector and Facebook Meta that help optimize ad targeting, decrease cost per result, and measure outcomes. With Facebook

Conversion API, you can collect the people who are more likely relevant audiences for running your ads for retargeting.

It is a setup for your business to upload server events for your web traffic.

TABLE OF CONTENTS

What is the difference between Funnel Events and Lead Events in Facebook Conversion API?
- Using Pipeline stage changes with funnel events
How to set up FB CAPI (Conversions API) Lead Event?
- Step 1: Create an FB Pixel:
- Step 2: Create two FB Conversions API Workflows.
  - Workflow -1 to Create/Update Opportunity
  - Workflow -2 to send Conversion data to FB Conversion API

What is the difference between Funnel Events and Lead Events in Facebook Conversion API?

In LeadConnector, we support two types of Facebook Conversion API.

Funnel Events

The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and more. To learn more about how to set up Funnel Event Pixel using FB CAPI, please read this article.

Lead Events

The LeadConnector CRM sends the events with how the Lead moves across the pipeline stages. For example, a Business creates a pipeline name Lead Generation. The leads are moving across the pipeline stages, from new leads to booked or abandoned ones. With Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data source.

Using Pipeline stage changes with funnel events

Important: While Pipeline Stage Changes are commonly used with Lead Events, they can also be used with Meta CAPI Funnel Events when the required attribution data is available.

For this setup to work:

The Facebook Click ID (FBCLID) must be captured when the lead first enters your system.
The FBCLID should be stored in a custom field or another accessible location within CRM.
In the Meta Conversion API workflow action, use Custom Mapping to send the stored FBCLID to Meta.
This allows Meta to attribute the conversion correctly even when the workflow trigger is based on a pipeline stage change.

Example Use Case

User submits a Facebook lead ad.
FBCLID is stored in CRM.
Lead progresses through pipeline stages.
A Pipeline Stage Change trigger fires.
Meta CAPI action sends a Funnel Event using Custom Mapping and the stored FBCLID.

Note: Without a valid FBCLID (or equivalent attribution data), Meta may not be able to properly match the conversion event.

Conversion Leads

Facebook conversion leads integration helps your Facebook lead ads Instant Forms optimize for the quality of leads instead of the volume of leads. When users submit the Instant form, their contact information is captured and synced in GHL Customer Care's CRM. This contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnel. As each Lead moves through the sales funnel, the Conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales Conversion.

Guidelines to ensure your business is a good fit for the Conversion Leads integration:

Use Facebook/Instagram Lead Ads (Instant Forms) [Facebook form field mapping inside LeadConnector is used]
Ensure the 15-16 digit Meta Lead ID is mapped to your CRM
Generate at least 250 leads per month
Can upload data regularly at least once per day
The lead stage you want to optimize for occurs within 28 days of leads being generated
The lead stage you want to optimize for has a 1% - 40% conversion rate.

Advanced Configuration: If you are using Pipeline Stage Change workflows together with Meta CAPI Funnel Events, ensure the Facebook Click ID (FBCLID) is captured and stored before the workflow executes. The FBCLID can then be passed through Custom Mapping in the Meta Conversion API action for attribution and matching.

How to set up FB CAPI (Conversions API) Lead Event?

Step 1: Create an FB Pixel:

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Step 2 of 10: Ensure you are connected to the correct Ad Account with all the… What this shows Step 2 of 10: Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
What this shows Shows what this covers for step 2 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 2 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you ensure you are connected to the correct Ad Account with all the required Access to that FB Page. The next step is to head over to the left sidebar and then click on Connect Data Sources. Step 2 of 10Image 1 of 30 What this coversEnsure you are connected to the correct Ad Account with all the required Access to that FB Page.
Buttons and menus referenced Connect Data SourcesCRMNext.NextPlease Note
Next stepHead over to the left sidebar and then click on Connect Data Sources
All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. this image
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
Head over to the left sidebar and then click on Connect Data Sources

Step 3 of 10: Head over to the left sidebar and then click on Connect Data Sources What this shows Step 3 of 10: Head over to the left sidebar and then click on Connect Data Sources What this shows Shows where to go for step 3 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 3 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you head over to the left sidebar and then click on Connect Data Sources. The next step is to choose CRM in the options that show up, and then click on Next. Step 3 of 10Image 2 of 30 Where to goHead over to the left sidebar and then click on Connect Data Sources
Buttons and menus referenced Connect Data SourcesCRMNext.NextPlease Note
Next stepChoose CRM in the options that show up, and then click on Next.

All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources this image
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
Choose CRM in the options that show up, and then click on Next.
Step 4 of 10: Choose CRM in the options that show up, and then click on Next What this shows Step 4 of 10: Choose CRM in the options that show up, and then click on Next.
What this shows Shows what to choose for step 4 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 4 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you choose CRM in the options that show up, and then click on Next. The next step is to it will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. Step 4 of 10Image 3 of 30 What to chooseChoose CRM in the options that show up, and then click on Next.
Buttons and menus referenced CRMNext.Connect Data SourcesNextPlease Note
Next stepIt will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next. this image
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.

Step 5 of 10: It will show you a popup with Best Practices and a button to click… What this shows Step 5 of 10: It will show you a popup with Best Practices and a button to click Next. What this shows Shows what to click for step 5 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 5 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you it will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. The next step is to click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. Step 5 of 10Image 4 of 30 What to clickIt will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Buttons and menus referenced Connect Data SourcesCRMNext.NextPlease Note
Next stepClick on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.

All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. this image
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
Step 6 of 10: Click on Create New Pixel or Use an existing pixel from the list for… What this shows Step 6 of 10: Click on Create New Pixel or Use an existing pixel from the list for collecting the data.
What this shows Shows what to click for step 6 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 6 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. The next step is to after creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. Step 6 of 10Image 5 of 30 What to clickClick on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
Buttons and menus referenced Connect Data SourcesCRMNext.NextPlease Note
Next stepAfter creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. this image
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next
Step 7 of 10: After creating or selecting the pixel. Choose "LeadConnector" as CRM… What this shows Step 7 of 10: After creating or selecting the pixel.
What this shows Shows what to choose for step 7 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 7 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you after creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. The next step is to you will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events. Step 7 of 10Image 6 of 30 What to chooseAfter creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
Buttons and menus referenced NextConnect Data SourcesCRMNext.Please Note
Next stepYou will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. this image
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
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Note:

Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
```

You will see the below screen where your CRM is selected.

Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - 

# Send the data daily (consistently) to your pixel 
# Make sure that the count of events adds up to at-least 50 events for 7 days.
# No test events will be considered as actual events 
# Atleast 2 stages in your pixel should have the pixel events

Step 1: Create an FB Pixel: (image 7 of 30) What this shows Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and… What this shows Shows what this covers for step 9 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 9 of 10 in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". For context, this section explains: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. The next step is to now you can start sending CRM events for which you will need to setup two workflows which is explained below. Step 9 of 10Image 7 of 30
Buttons and menus referenced Connect Data SourcesCRMNext.NextPlease Note
Next stepNow you can start sending CRM events for which you will need to setup two workflows which is explained below.

All 9 steps in this procedure

Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below. this image
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.

Please Note

Prerequisite for Facebook CAPI - Lead Events

1. In CRM, please go to Settings > Integration > Check the Facebook account is connected with admin permissions. Please ensure that your FB Business Page, which you are an admin of and have all access to, is integrated and the correct FB lead Form is mapped in your CRM account.

  
  
    Step 1: Create an FB Pixel: (image 8 of 30)
    What this shows Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and…

  What this shows
  Illustrates the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough".
  This screenshot appears in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. Immediately after, the guide continues: You need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is….
  Image 8 of 30
  Where to goPlease start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then click on Next. It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
  
  
        Buttons and menus referenced
        Connect Data SourcesCRMNext.NextPlease Note
      
  Next stepYou need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnel. The second workflow focuses on triggering events for Facebook conversion leads. The goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushes them to FB CAPI. By combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leads. This can help you generate more qualified leads, convert more customers, and grow your business over time.
  
  
        All 9 steps in this procedure
        Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
      

  
 
  
  
    Step 1: Create an FB Pixel: (image 9 of 30)
    What this shows Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and…

  What this shows
  Illustrates the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough".
  This screenshot appears in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. Immediately after, the guide continues: You need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is….
  Image 9 of 30
  Where to goPlease start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then click on Next. It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
  
  
        Buttons and menus referenced
        Connect Data SourcesCRMNext.NextPlease Note
      
  Next stepYou need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnel. The second workflow focuses on triggering events for Facebook conversion leads. The goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushes them to FB CAPI. By combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leads. This can help you generate more qualified leads, convert more customers, and grow your business over time.
  
  
        All 9 steps in this procedure
        Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
      

  

2. In Facebook From Field Mapping, the form should be mapped correctly and the status should be enabled. Facebook form mapping has moved under location settings > integrations > Facebook Form Field Mapping. Here is a list of the supported custom fields which include multiple and single option custom fields as well.
  
  
    Step 1: Create an FB Pixel: (image 10 of 30)
    What this shows Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and…

  What this shows
  Illustrates the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough".
  This animation appears in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. Immediately after, the guide continues: You need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is….
  Image 10 of 30
  Where to goPlease start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then click on Next. It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
  
  
        Buttons and menus referenced
        Connect Data SourcesCRMNext.NextPlease Note
      
  Next stepYou need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnel. The second workflow focuses on triggering events for Facebook conversion leads. The goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushes them to FB CAPI. By combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leads. This can help you generate more qualified leads, convert more customers, and grow your business over time.
  
  
        All 9 steps in this procedure
        Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
      

  

  
  
    Step 1: Create an FB Pixel: (image 11 of 30)
    What this shows Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and…

  What this shows
  Illustrates the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough".
  This screenshot appears in the "Step 1: Create an FB Pixel:" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and…. Immediately after, the guide continues: You need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is….
  Image 11 of 30
  Where to goPlease start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. Head over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then click on Next. It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed. Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added. After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook. You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events Now you can start sending CRM events for which you will need to setup two workflows which is explained below.
  
  
        Buttons and menus referenced
        Connect Data SourcesCRMNext.NextPlease Note
      
  Next stepYou need to create Two Workflows for this process to work effectively. The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnel. The second workflow focuses on triggering events for Facebook conversion leads. The goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushes them to FB CAPI. By combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leads. This can help you generate more qualified leads, convert more customers, and grow your business over time.
  
  
        All 9 steps in this procedure
        Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tab.
Ensure you are connected to the correct Ad Account with all the required Access to that FB Page.
Head over to the left sidebar and then click on Connect Data Sources
Choose CRM in the options that show up, and then click on Next.
It will show you a popup with Best Practices and a button to click Next. The Best Practices are Facebook suggestions on how to utilize this capability best. Click on Next to proceed.
Click on Create New Pixel or Use an existing pixel from the list for collecting the data. Click Continue when the pixel details are added.
After creating or selecting the pixel. Choose "LeadConnector" as CRM partner and click on Next Note: Once you click on Next, Facebook redirects you to login to the partner website, one can ignore that and go ahead with creating a Conversion API workflow to send back CAPI events to Facebook.
You will see the below screen where your CRM is selected. Important Note: If you are facing the issue of being stuck at "Wait for seven days of CRM events" make sure to - # Send the data daily (consistently) to your pixel # Make sure that the count of events adds up to at-least 50 events for 7 days. # No test events will be considered as actual events # Atleast 2 stages in your pixel should have the pixel events
Now you can start sending CRM events for which you will need to setup two workflows which is explained below.

Step 2: Create two FB Conversions API Workflows.

Please Note

You need to create Two Workflows for this process to work effectively.
The first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity Action. Once a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnel.
The second workflow focuses on triggering events for Facebook conversion leads. The goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushes them to FB CAPI.
By combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leads. This can help you generate more qualified leads, convert more customers, and grow your business over time.

To send a CRM event from your CRM, you need to create a workflow that does that. For now, you can navigate away from the FB Events Manager> Data Sources> Settings (but keep it open in a tab in your browser)and head over to your CRM account.

Workflow -1 to Create/Update Opportunity (image 12 of 30) What this shows To send a CRM event from your CRM, you need to create a workflow that does that. What this shows Illustrates the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot appears in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: To send a CRM event from your CRM, you need to create a workflow that does that. For now, you can navigate away from the FB Events Manager> Data Sources> Settings (but keep it open in a tab in your browser) and head over to your CRM account. The navigation path used here is FB Events Manager > Data Sources > Settings. Immediately after, the guide continues: Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is…. Path: FB Events Manager > Data Sources > SettingsImage 12 of 30 What this coversTo send a CRM event from your CRM, you need to create a workflow that does that. For now, you can navigate away from the FB Events Manager> Data Sources> Settings (but keep it open in a tab in your browser) and head over to your CRM account. Next stepOnce the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow) You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only After this, add another action for "Meta Conversion API". Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: Toggle on Allow Duplicate Opportunities for this particular Workflow. Publish and Save the workflow

Workflow -1 to Create/Update Opportunity

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.

Step 1 of 11: Once the FB page is integrated correctly in sub-account settings, go… What this shows Step 1 of 11: Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. What this shows Shows what this covers for step 1 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 1 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. The navigation path used here is Automations > Workflows > Create. The next step is to add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow). Step 1 of 11Path: Automations > Workflows > CreateImage 13 of 30 What this coversOnce the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Buttons and menus referenced Addition of Custom Values -
Next stepAdd a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)

All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. this image
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
Step 2 of 11: Add a new Workflow Trigger in your Workflow and have it get fired off… What this shows Step 2 of 11: Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your…
What this shows Shows what this covers for step 2 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 2 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow). The navigation path used here is Automations > Workflows > Create. The next step is to you can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only. Step 2 of 11Path: Automations > Workflows > CreateImage 14 of 30 What this coversAdd a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
Buttons and menus referenced Addition of Custom Values -
Next stepYou can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow) this image
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
Step 3 of 11: You can add filters to choose which specific Facebook Lead Ad form to… What this shows Step 3 of 11: You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
What this shows Shows what to choose for step 3 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 3 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you you can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only. The navigation path used here is Automations > Workflows > Create. The next step is to after this, add another action for "Meta Conversion API". Step 3 of 11Path: Automations > Workflows > CreateImage 15 of 30 What to chooseYou can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
Buttons and menus referenced Addition of Custom Values -
Next stepAfter this, add another action for "Meta Conversion API".
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only this image
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
After this, add another action for "Meta Conversion API".

Step 4 of 11: After this, add another action for "Meta Conversion API" What this shows Step 4 of 11: After this, add another action for "Meta Conversion API". What this shows Shows what this covers for step 4 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 4 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you after this, add another action for "Meta Conversion API". The navigation path used here is Automations > Workflows > Create. The next step is to add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. Step 4 of 11Path: Automations > Workflows > CreateImage 16 of 30 What this coversAfter this, add another action for "Meta Conversion API".
Buttons and menus referenced Addition of Custom Values -
Next stepAdd the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.

All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API". this image
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
Add the required details for Access Token, Pixel ID and Stage Name.

Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name… What this shows Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name. What this shows Shows what to choose for step 5 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 5 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. The navigation path used here is Automations > Workflows > Create. The next step is to for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. Step 5 of 11Path: Automations > Workflows > CreateImage 17 of 30 What to chooseAdd the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
Buttons and menus referenced Addition of Custom Values -
Next stepFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.

All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. this image
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow

Note:

Addition of Custom Values -
Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters.
Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name… What this shows Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name.
What this shows Shows what to choose for step 5 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 5 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. The navigation path used here is Automations > Workflows > Create. The next step is to for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. Step 5 of 11Path: Automations > Workflows > CreateImage 18 of 30 What to chooseAdd the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
Buttons and menus referenced Addition of Custom Values -
Next stepFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.

All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values. this image
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
How It Works:
By default, custom mapping is disabled.
Users can toggle it on to enable custom mapping.
When enabled, users can map:
1. FBCLID for funnel events.
2. Facebook Lead ID for lead events.
3. If custom mapping fields are provided, they will take priority over system defaults.
4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
Step 6 of 11: For the Access Token, head over to your Facebook Events Manager> Data… What this shows Step 6 of 11: For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token.
What this shows Shows what to copy for step 6 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 6 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. Step 6 of 11Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 19 of 30 What to copyFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
Buttons and menus referenced Addition of Custom Values -
Next stepFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. this image
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.

Step 7 of 11: For the Pixel ID, head over to your Facebook Events Manager> Data… What this shows Step 7 of 11: For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). What this shows Shows what to copy for step 7 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 7 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to and then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. Step 7 of 11Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 20 of 30 What to copyFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Buttons and menus referenced Addition of Custom Values -
Next stepAnd then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.

All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. this image
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
Step 8 of 11: And then add the action for Create or Update Opportunity. Also specify… What this shows Step 8 of 11: And then add the action for Create or Update Opportunity.
What this shows Shows what this covers for step 8 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 8 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you and then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. The navigation path used here is Automations > Workflows > Create. The next step is to the Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper. Step 8 of 11Path: Automations > Workflows > CreateImage 21 of 30 What this coversAnd then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
Buttons and menus referenced Addition of Custom Values -
Next stepThe Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. this image
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Step 9 of 11: The Opportunity Name can be defaulted to the Lead's Full Name by using… What this shows Step 9 of 11: The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
What this shows Shows what this covers for step 9 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 9 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you the Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper. The navigation path used here is Automations > Workflows > Create. The next step is to toggle on Allow Duplicate Opportunities for this particular Workflow. Step 9 of 11Path: Automations > Workflows > CreateImage 22 of 30 What this coversThe Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Buttons and menus referenced Addition of Custom Values -
Next stepToggle on Allow Duplicate Opportunities for this particular Workflow.
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: this image
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Publish and Save the workflow
Toggle on Allow Duplicate Opportunities for this particular Workflow.
Step 10 of 11: Toggle on Allow Duplicate Opportunities for this particular Workflow What this shows Step 10 of 11: Toggle on Allow Duplicate Opportunities for this particular Workflow.
What this shows Shows what to choose for step 10 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 10 of 11 in the "Workflow -1 to Create/Update Opportunity" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you toggle on Allow Duplicate Opportunities for this particular Workflow. The navigation path used here is Automations > Workflows > Create. The next step is to publish and Save the workflow. Step 10 of 11Path: Automations > Workflows > CreateImage 23 of 30 What to chooseToggle on Allow Duplicate Opportunities for this particular Workflow.
Buttons and menus referenced Addition of Custom Values -
Next stepPublish and Save the workflow
All 11 steps in this procedure

Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow.
Add a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow)
You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only
After this, add another action for "Meta Conversion API".
Add the required details for Access Token, Pixel ID and Stage Name. Note: Addition of Custom Values - Similar to Google Ads, we are now allowing custom mapping for Facebook Ads conversion tracking parameters. How It Works: By default, custom mapping is disabled. Users can toggle it on to enable custom mapping. When enabled, users can map: 1. FBCLID for funnel events. 2. Facebook Lead ID for lead events. 3. If custom mapping fields are provided, they will take priority over system defaults. 4. If left empty, the system will continue using its default internal values.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action.
The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper:
Toggle on Allow Duplicate Opportunities for this particular Workflow. this image
Publish and Save the workflow
Publish and Save the workflow

Workflow -2 to send Conversion data to FB Conversion API

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Step 1 of 8: Create another workflow. Add the Pipeline Stage Change trigger and a… What this shows Step 1 of 8: Create another workflow.
What this shows Shows what this covers for step 1 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 1 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages. Step 1 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 24 of 30 What this coversCreate another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Buttons and menus referenced FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
Next stepChoose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. this image
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID.
For Stage Name : It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
Step 2 of 8: Choose Lead Event as the Event Type. Enter the Access Token and Pixel… What this shows Step 2 of 8: Choose Lead Event as the Event Type.
What this shows Shows what to fill in for step 2 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 2 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. Step 2 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 25 of 30 What to fill inChoose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
Buttons and menus referenced FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
Next stepFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages. this image
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
Step 3 of 8: For the Access Token, head over to your Facebook Events Manager> Data… What this shows Step 3 of 8: For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token.
What this shows Shows what to copy for step 3 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 3 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you for the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. Step 3 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 26 of 30 What to copyFor the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
Buttons and menus referenced FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
Next stepFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration. this image
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.

Step 4 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data… What this shows Step 4 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). What this shows Shows what to copy for step 4 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 4 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you for the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to save the Action, Save and Publish the Workflow. Step 4 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 27 of 30 What to copyFor the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Buttons and menus referenced FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
Next stepSave the Action, Save and Publish the Workflow.

All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action. this image
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.

Step 6 of 8: You can test your Workflow using the Lead Ads Test Tool. Choose the… What this shows Step 6 of 8: You can test your Workflow using the Lead Ads Test Tool. What this shows Shows what to choose for step 6 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 6 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you you can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. The next step is to the Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow. Step 6 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 28 of 30 What to chooseYou can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
Buttons and menus referenced Create a Lead.FB Conversion API Action.SavePublishImportant NoteAllow Multiple
Next stepThe Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.

All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. this image
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
Step 8 of 8: Once the Event is sent from the Lead Ads Test Tool, please go to… What this shows Step 8 of 8: Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage…
What this shows Shows what this covers for step 8 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". This screenshot accompanies step 8 of 8 in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". At this point in the walkthrough you once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll. Step 8 of 8Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 29 of 30 What this coversOnce the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.
Buttons and menus referenced FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
All 8 steps in this procedure

Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. this image

11. Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration.

Important Note - For both the above workflows, please enable Allow Multiple in Workflow Settings.
  
  
    Workflow -2 to send Conversion data to FB Conversion API (image 30 of 30)
    What this shows 11.

  What this shows
  Illustrates the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough".
  This screenshot appears in the "Workflow -2 to send Conversion data to FB Conversion API" section of "Facebook Conversion Leads Walkthrough". The text alongside this image reads: 11. Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration. The navigation path used here is Facebook Events Manager > Data Sources > Settings > Scroll.
  Path: Facebook Events Manager > Data Sources > Settings > ScrollImage 30 of 30
  What this covers11. Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration.
  
  
        Buttons and menus referenced
        FB Conversion API Action.SavePublishCreate a Lead.Important NoteAllow Multiple
      
  
  
  
        All 8 steps in this procedure
        Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action.
Choose Lead Event as the Event Type. Enter the Access Token and Pixel ID. For Stage Name: It should accurately represent your Pipeline and Pipeline Stage name for better reporting. Select it using the tag icon at the end to add the custom value of the opportunity pipeline and stages.
For the Access Token, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access Token. Once generated copy the Access token and paste it in the workflow action configuration.
For the Pixel ID, head over to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Dataset ID (this will be Pixel ID). Paste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API Action.
Save the Action, Save and Publish the Workflow.
You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead.
The Event should be picked up by your Events Manager, which is actively waiting for Events sent by your Workflow. It takes up to a day to successfully pick up an event sent by your Workflow.
Once the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager.

Frequently asked questions

What is the difference between Funnel Events and Lead Events in Facebook Conversion API?

In LeadConnector, we support two types of Facebook Conversion API. Funnel Events The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and more. To learn more about how to set up Funnel Event Pixel using FB CAPI, please read this article. Lead Events The LeadConnector CRM sends the events with how the Lead moves across the pipeline stages. For example, a Business creates a pipeline name Lead Generation. The leads are moving across the pipeline stages, from new leads to booked or abandoned ones. With Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data source.

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Facebook Conversion Leads Walkthrough

What is the difference between Funnel Events and Lead Events in Facebook Conversion API?

Using Pipeline stage changes with funnel events

How to set up FB CAPI (Conversions API) Lead Event?

Step 1: Create an FB Pixel:

Step 2: Create two FB Conversions API Workflows.

Workflow -2 to send Conversion data to FB Conversion API

Frequently asked questions

Related guides

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What is the difference between Funnel Events and Lead Events in Facebook Conversion API?

Using Pipeline stage changes with funnel events

How to set up FB CAPI (Conversions API) Lead Event?

Step 1: Create an FB Pixel:

Step 2: Create two FB Conversions API Workflows.

Workflow -2 to send Conversion data to FB Conversion API

Frequently asked questions

Related guides

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