Meta Conversions API

Send qualified leads and sales outcomes to Meta

Move beyond the lead event. RevenueSignal delivers approved CRM outcomes to Meta through the Conversions API so campaigns learn from what sells.

  • Works alongside your CRM, no migration
  • Only approved outcomes are sent
  • Guided setup and delivery checks
The gap

The pixel sees the click. Your CRM sees what happened next.

A rep qualifies a lead, books a site visit, closes a sale. None of that reaches Meta unless something sends it. RevenueSignal listens for those CRM stage changes and reports the approved ones through the Conversions API, so campaigns learn from outcomes instead of form fills.

Your CRM becomes a source of conversion events

Instead of relying on the pixel alone, RevenueSignal watches your pipeline and turns stage changes into a small, consistent set of server events.

A lead your team qualified in the morning can start informing delivery the same day, rather than waiting for a manual offline upload.

Request a readiness review

Events sent from the CRM

  • New leadoptional value
  • Qualified leadexpected value
  • Not qualifiedused to exclude
  • Saledeal value
  • Lostcloses the loop

Stronger matching than a bare email and phone

Meta can only learn from an event it can tie to a person. We capture identifiers on the first visit and keep them with the lead until the outcome is reported.

Every event carries an event ID, so the Conversions API and the pixel never double count the same action.

Request a readiness review

What travels with each event

event_name   Qualified lead
event_id     lead_8841_qualified
fbclid, _fbp from the first visit
em, ph       hashed email and phone
lead_id      for Instant Form leads
client_ip_address, user_agent
value        expected or closed value

Map your stages once

You decide which CRM statuses count and what each one is called to Meta. The mapping is agreed up front and reviewed when your pipeline changes.

Statuses that should never be reported stay in the CRM. Nothing is sent that you have not approved.

Request a readiness review

Illustrative stage mapping

CRM stageReported asValue
Enquiry receivedNot sent—
Site visit bookedQualified leadExpected
Proposal sharedQualified leadExpected
Closed wonSaleDeal value
DisqualifiedNot qualified0

Built for more than one kind of system

Any system that can send a webhook or expose an API can feed the Conversions API through RevenueSignal: your CRM, a call tool, a booking form, or your own backend.

If qualification happens in a spreadsheet or an automation platform today, that can be mapped too.

Request a readiness review

Typical sources

  • CRMstage changes
  • Call toolcall outcomes
  • Booking formappointments
  • WhatsAppqualification replies
  • Your backendwebhook or API

What to expect, honestly

We set a baseline before anything changes, then measure against it. Results depend on your lead volumes, sales process and campaigns, so we do not promise a fixed lift or a guaranteed cost per lead.

A first working connection is quick once access is ready. Stable optimisation on the new signals usually needs a few weeks of steady events before you change campaign goals.

Request a readiness review

A typical rollout

PhaseWhat happens
Readiness reviewJourney, stages and data checked
ConnectionCRM, site and Meta linked
VerificationDelivery and match quality checked
OptimiseCampaign goals switched to outcomes
The details

How it works under the hood

What is CRM-based Conversions API?

The Conversions API is a server-to-server way to send events to Meta. It does not depend on the browser, cookies or ad blockers, and it can carry data the browser never sees.

A CRM-based setup uses that channel for what happens after the form: the lead was qualified, the visit took place, the deal was won or lost. Those outcomes are what you want more of, and ad platforms cannot see them on their own.

Pixel versus Conversions API

The pixel runs in the browser and depends on scripts, cookies and consent settings. The Conversions API runs from a server or a CRM.

Keep the pixel for page views and remarketing, and let the Conversions API carry lead outcomes. Event IDs deduplicate the two so nothing is counted twice.

Conversion leads and Instant Forms

Once qualified-lead and sale events reach Events Manager, lead campaigns can optimise for them, lookalike audiences can be built from real buyers, and non-qualified leads can be excluded.

Meta limits how old a lead can be for optimisation, so stage updates should be reported promptly. The path that brings leads into your CRM from Meta has to exist first, because this closes the loop by sending the outcome back.

Getting started

How setup works

  1. 1

    Connect the CRM

    Native connection, webhook or API, plus one snippet on your site so click identifiers are stored with each lead.

  2. 2

    Map your stages

    Choose which statuses become events, and add values where they exist.

  3. 3

    Connect Meta

    Link the data source in your Business Portfolio and generate the access token.

  4. 4

    Verify delivery

    Check events, match quality and deduplication in Events Manager before relying on them.

  5. 5

    Switch the goal

    When events flow steadily, move campaigns to optimise for qualified leads or sales and exclude the rest.

Common questions

Conversions API questions

How is this different from offline conversion uploads?

Both report outcomes that happen outside the website. Uploads are often manual, delayed and limited to a few fields. A CRM-fed Conversions API sends events close to when the stage changes, with richer matching data and values, so Meta can use them for optimisation as well as reporting.

Which events should the CRM send?

A small, consistent set works best: new lead, qualified lead, not qualified, sale and lost, with a value where it makes sense. We agree the mapping with you and keep it stable.

Do we need to keep our current pixel?

Yes. Keep it for page events and remarketing. RevenueSignal adds the CRM layer on top and uses event IDs to avoid double counting.

What Meta access is needed?

Admin access to the Business Portfolio, to connect the data source and generate the access token. Delivery and match quality are then checked in Events Manager.

Do we need active campaigns first?

No. You can connect the CRM and start sending events before campaigns run, so the algorithm already has qualified outcomes to learn from when they launch.

Will this lower our cost per lead?

It can help campaigns find better leads, but we do not guarantee a cost or a ROAS figure. We set a baseline first and measure against it.

Give your ads a better signal to learn from

Start with a Readiness Review. We look at your data journey and tell you what is worth sending back.

Request a readiness review