# 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 - Source: https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-conversion-leads-walkthrough - Section: Integrations / Facebook Integration - Reading time: 8 min - Images: 30, each explained below - Modified on Mon, 1 Jun at 5:46 AM --- 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?](#what-is-the-difference-between-funnel-events-and-lead-events-in-facebook-convers) - [Using Pipeline stage changes with funnel events](#using-pipeline-stage-changes-with-funnel-events) - [How to set up FB CAPI (Conversions API) Lead Event?](#how-to-set-up-fb-capi-conversions-api-lead-event) - [Step 1: Create an FB Pixel:](#step-1-create-an-fb-pixel) - [Step 2: Create two FB Conversions API Workflows.](#step-2-create-two-fb-conversions-api-workflows) - [Workflow -1 to Create/Update Opportunity](#workflow-1-to-create-update-opportunity) - [Workflow -2 to send Conversion data to FB Conversion API](#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** 1. User submits a Facebook lead ad. 2. FBCLID is stored in CRM. 3. Lead progresses through pipeline stages. 4. A Pipeline Stage Change trigger fires. 5. 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:** 1. 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. 2. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284070737/original/AFb9bOXlqhbRRlui5ZOjvh_Ry7MYiUeFaQ.png) **Step 2 of 10: Ensure you are connected to the correct Ad Account with all the…** 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. - What this covers: Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: Head over to the left sidebar and then click on Connect Data Sources Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. <- this image 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. 3. 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284518426/original/vpJQuXlQ-fkLtQlkuMXpv-MYw6ymdVS3Ug.png) **Step 3 of 10: Head over to the left sidebar and then click on Connect Data Sources** 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. - Where to go: Head over to the left sidebar and then click on Connect Data Sources - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: Choose CRM in the options that show up, and then click on Next. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources <- this image 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. ** 4. 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031417908/original/SXjzS115ZEI927ZTXt0zAvEI0bBuEcBLCQ.png) **Step 4 of 10: Choose CRM in the options that show up, and then click on Next** 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. - What to choose: Choose CRM in the options that show up, and then click on Next. - Controls: CRM, Next., Connect Data Sources, Next, Please Note - 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. <- this image 5. 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. 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. 5. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031418022/original/D_jziC5xhCpZoJCvvQpjoKo3oRcKqijDJA.png) **Step 5 of 10: It will show you a popup with Best Practices and a button to click…** 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. - What to click: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. ** 6. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284072690/original/qgMYOqAYudCL0t2rtYthWAkL4dYkgKtGTw.png) **Step 6 of 10: Click on Create New Pixel or Use an existing pixel from the list for…** 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. - What to click: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. 7.  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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031418374/original/hp1Pm_bswB-zDAdXVebjn_6oA1HL4dFSQA.png) **Step 7 of 10: After creating or selecting the pixel. Choose "LeadConnector" as CRM…** 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. - What to choose: 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. - Controls: Next, Connect Data Sources, CRM, Next., Please Note - Next: 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 Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. **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. 8.  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 9. ** ![Step 1: Create an FB Pixel: (image 7 of 30)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031418496/original/e5AHKLIef3hvMEb0cA9Rk8nM8DFhCPYTGg.png) **Step 1: Create an FB Pixel: (image 7 of 30)** 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: Now you can start sending CRM events for which you will need to setup two workflows which is explained below. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. <- this image ** 10. 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.](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-lead-ad-integration-troubleshooting-guide) ![Step 1: Create an FB Pixel: (image 8 of 30)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031419137/original/NyIl9s0xM-cgct_0BaT_tihv76t_6-bsDA.png) **Step 1: Create an FB Pixel: (image 8 of 30)** 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…. - Where to go: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031419242/original/Kv8uEaz2OIhtlVC7pRQJrvQmyXjX4DliLw.png) **Step 1: Create an FB Pixel: (image 9 of 30)** 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…. - Where to go: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. 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](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-lead-ad-integration-troubleshooting-guide) which include multiple and single option custom fields as well. ![Step 1: Create an FB Pixel: (image 10 of 30)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48289200906/original/NguctF2neILw1L4MOJy_0UMZ_hv_wBTooA.gif) **Step 1: Create an FB Pixel: (image 10 of 30)** 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…. - Where to go: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. Now you can start sending CRM events for which you will need to setup two workflows which is explained below. [](https://docs.ghlcustomercare.com/docs/integrations/facebook-integration/facebook-lead-ad-integration-troubleshooting-guide) ![Step 1: Create an FB Pixel: (image 11 of 30)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48286543798/original/TN-M497JjRU1QI1H-NwXVq1r1vWxdBHPWw.png) **Step 1: Create an FB Pixel: (image 11 of 30)** 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…. - Where to go: 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. - Controls: Connect Data Sources, CRM, Next., Next, Please Note - Next: 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. Full procedure: 1. 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. 2. Ensure you are connected to the correct Ad Account with all the required Access to that FB Page. 3. Head over to the left sidebar and then click on Connect Data Sources 4. Choose CRM in the options that show up, and then click on Next. 5. 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. 6. 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. 7. 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. 8. 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 9. 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284081045/original/r6dBGPrK4R-SDzJJARAeMGvHU6SwuwwTog.png) **Workflow -1 to Create/Update Opportunity (image 12 of 30)** 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 > Settings - What this covers: 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. - Next: 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. Publish and Save the workflow **Workflow -1 to Create/Update Opportunity** 1. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031420060/original/KGiogaGqC8eiladKNdMI3LxVnUoi6nqgcw.jpeg) **Step 1 of 11: Once the FB page is integrated correctly in sub-account settings, go…** 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). - Path: Automations > Workflows > Create - What this covers: Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. - Controls: Addition of Custom Values - - Next: 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) Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. <- this image 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow ** 2. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031420109/original/VmYgHXIBM5dLZ6_u8p9Q79sQ15kbzgBwIQ.jpeg) **Step 2 of 11: Add a new Workflow Trigger in your Workflow and have it get fired off…** 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. - Path: Automations > Workflows > Create - What this covers: 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) - Controls: Addition of Custom Values - - Next: 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 Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow 3. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031420115/original/_Bhbh1Hc2u_baOSGlOZEe7ucGSdUnvUcDw.jpeg) **Step 3 of 11: You can add filters to choose which specific Facebook Lead Ad form to…** 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". - Path: Automations > Workflows > Create - What to choose: 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 - Controls: Addition of Custom Values - - Next: After this, add another action for "Meta Conversion API". Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow 4. After this, add another action for "Meta Conversion API". ** ![Step 4 of 11: After this, add another action for "Meta Conversion API"](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051771239/original/zuvouipnbi-t_0i4vVT3qHVapk1CaM-OLQ.png) **Step 4 of 11: After this, add another action for "Meta Conversion API"** 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. - Path: Automations > Workflows > Create - What this covers: After this, add another action for "Meta Conversion API". - Controls: Addition of Custom Values - - Next: 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. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". <- this image 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow ** 5. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155051771284/original/Za-nhnxD4aGz35IO8g7okPjIaMqvVknD-Q.png) **Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name…** 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. - Path: Automations > Workflows > Create - What to choose: 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. - Controls: Addition of Custom Values - - Next: 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. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155043836459/original/gFVWuYxc77LoQwMEWkY0p_spdSoyA3QWZQ.jpeg) **Step 5 of 11: Add the required details for Access Token, Pixel ID and Stage Name…** 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. - Path: Automations > Workflows > Create - What to choose: 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. - Controls: Addition of Custom Values - - Next: 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. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. 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. 6. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031421996/original/2M5kyzuzDEJFC4zHnrjdGIF4Hld8a-cnrw.png) **Step 6 of 11: For the Access Token, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: Addition of Custom Values - - Next: 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. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow 7. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031422924/original/u9buQQXLzvtO596soAHgCdul47lg-Q2B0Q.jpeg) **Step 7 of 11: For the Pixel ID, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: Addition of Custom Values - - Next: And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow ** 8. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155024366504/original/IVGX9z5k0pWkkpq_kMQOJOuJv-C-jRZgWg.png) **Step 8 of 11: And then add the action for Create or Update Opportunity. Also specify…** 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. - Path: Automations > Workflows > Create - What this covers: And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. - Controls: Addition of Custom Values - - Next: The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. <- this image 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow 9. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031420481/original/naZd6SFqXIQhb2IxIgUICHcWTVws3FuGIA.png) **Step 9 of 11: The Opportunity Name can be defaulted to the Lead's Full Name by using…** 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. - Path: Automations > Workflows > Create - What this covers: The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: - Controls: Addition of Custom Values - - Next: Toggle on Allow Duplicate Opportunities for this particular Workflow. Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: <- this image 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. 11. Publish and Save the workflow 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. ![Step 10 of 11: Toggle on Allow Duplicate Opportunities for this particular Workflow](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031420583/original/tRcVgVuLqAga6QSyFl1xphZT2y43y33LSw.png) **Step 10 of 11: Toggle on Allow Duplicate Opportunities for this particular Workflow** 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. - Path: Automations > Workflows > Create - What to choose: Toggle on Allow Duplicate Opportunities for this particular Workflow. - Controls: Addition of Custom Values - - Next: Publish and Save the workflow Full procedure: 1. Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new Workflow. 2. 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) 3. 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 4. After this, add another action for "Meta Conversion API". 5. 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. 6. 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. 7. 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. 8. And then add the action for Create or Update Opportunity. Also specify the Pipeline and Pipeline Stage for this action. 9. The Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: 10. Toggle on Allow Duplicate Opportunities for this particular Workflow. <- this image 11. Publish and Save the workflow 11. Publish and Save the workflow #### **Workflow -2 to send Conversion data to FB Conversion API** 1. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031421020/original/23qX6oljE-grIUfBMMkiXCy7bEISawvVAA.png) **Step 1 of 8: Create another workflow. Add the Pipeline Stage Change trigger and a…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What this covers: Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple - Next: 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. Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. <- this image 2. 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. 3. 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. 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. 2. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031421279/original/6zhHzNBl6SBJA4I4Ka6hqh6TUBvTEap9Yw.png) **Step 2 of 8: Choose Lead Event as the Event Type. Enter the Access Token and Pixel…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to fill in: 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. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple - Next: 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. Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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 3. 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. 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. 3. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031421996/original/2M5kyzuzDEJFC4zHnrjdGIF4Hld8a-cnrw.png) **Step 3 of 8: For the Access Token, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple - Next: 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. Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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. 3. 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 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. 4. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031422219/original/GziRBRRy5Z7j0_VsRySWWjl4FnVx6E3FQg.png) **Step 4 of 8: For the Pixel ID, head over to your Facebook Events Manager> Data…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to copy: 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. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple - Next: Save the Action, Save and Publish the Workflow. Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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. 3. 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. 4. 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 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. ** 5. Save the Action, **Save** and **Publish** the Workflow. 6. You can test your Workflow using the [Lead Ads Test Tool.](https://developers.facebook.com/tools/lead-ads-testing) 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031422501/original/4Sqw2Xl0VmEdLphpxjo61cpNXWF1ETpf1w.png) **Step 6 of 8: You can test your Workflow using the Lead Ads Test Tool. Choose the…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What to choose: You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. - Controls: Create a Lead., FB Conversion API Action., Save, Publish, Important Note, Allow Multiple - Next: 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. Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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. 3. 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. 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. 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 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. ** 7. 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. 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 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48289807416/original/lPWKPzVG8LSj7hT4URdCTXBJsQAya3ue-Q.png) **Step 8 of 8: Once the Event is sent from the Lead Ads Test Tool, please go to…** 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. - Path: Facebook Events Manager > Data Sources > Settings > Scroll - What this covers: 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. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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. 3. 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. 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48284914523/original/l_2ib3vbuisvYM3kwkrFC6fJvfGmEAxTiA.jpeg) **Workflow -2 to send Conversion data to FB Conversion API (image 30 of 30)** 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 > Scroll - What this covers: 11. Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration. - Controls: FB Conversion API Action., Save, Publish, Create a Lead., Important Note, Allow Multiple Full procedure: 1. Create another workflow. Add the Pipeline Stage Change trigger and a Facebook Conversion API action. 2. 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. 3. 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. 4. 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. 5. Save the Action, Save and Publish the Workflow. 6. You can test your Workflow using the Lead Ads Test Tool. Choose the correct Page and Lead Ad Form, then Create a Lead. 7. 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. 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 configured in the Workflow. Once this is completed, check the workflow status as executed and the conversion API event in Event Manager. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com