Send CRM funnel events to Facebook Conversions

You can use Facebook Conversions to receive funnel events in your CRM.

Set up your CRM trigger

• Set up your Zap trigger.
• Select a trigger for when:
  • New leads are added to your CRM.
  • Lead statuses change.

Note

Depending on the trigger events available for your CRM, this may require using two separate Zaps.

Set up your Facebook Conversions Send Funnel Event action

• In the Zap outline, click the Action step or the plus sign + to add a new action. A dialog box will open.
• Search for or select Facebook Conversions.
• Click the Action event dropdown menu and select Send Funnel Event.
• Finish setting up your action.