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    CONNECTIONS / Freshsales / Freshsales to Meta Offline CAPI

    Your Freshsales deals and lifecycle stages, wired to Meta's offline optimization.

    Signals reads your Freshsales deals and lifecycle stages through scoped OAuth access to Freshsales, reading only your Freshsales deals and lifecycle stages, then credits dealer, branch, and phone sales to the Meta campaigns behind them so Meta sees offline conversions without an export.

    Talk to our team Explore the setup

    freshsales -> meta-offline-capi :: live

    1. ● freshsales → meta.capi :: live
    2. > read closed_deals rows=59,215
    3. hash sha256(email,phone) consent=filtered
    4. route meta deliver
    5. ✓ delivered · 50,333 matched

    WHAT THIS ENABLES

    Freshsales to Meta Offline CAPI

    Meta Offline CAPI for Freshsales: Signals credits dealer, branch, and phone sales to the Meta campaigns behind them straight from your Freshsales deals and lifecycle stages, hashed and consent-screened as records change.

    • Signals credits dealer, branch, and phone sales to the Meta campaigns behind them, reading your Freshsales deals and lifecycle stages as records change.
    • Campaign learning fed by real-world purchases, with no export step out of your Freshsales deals and lifecycle stages.
    WHAT FLOWS WHERE

    The click, the conversion, and the credit.

    The conversion happens off Meta, away from any pixel. Here is how Freshsales closes the loop.

    Meta credits the campaign that sourced the conversion conversion happens off-platform Ad click on Meta CRM record sync recorded in Freshsales S Signals hash · dedupe Offline Conversions API delivered · credited
    WHO THIS IS FOR

    Built for the teams that own the number.

    Considered-purchase brands closing revenue far from the browser, working out of Freshsales deals, contacts, and lifecycle stages.

    Sales teams running Freshsales who need in-store and phone revenue joining Meta's optimization loop out of Freshsales deals and lifecycle stages.

    HOW DATAHASH SETS IT UP

    From kickoff to verified events.

    1. Connect

      Scoped OAuth access to Freshsales, reading only your Freshsales deals and lifecycle stages, mapped to Meta's Offline Conversions API and tuned for Meta's 62-day event window.

    2. Map

      Columns from your Freshsales deals and lifecycle stages align to Meta's Offline Conversions API in the visual mapper, hashed as the sync runs and checked for Meta's 62-day event window.

    3. Deliver

      As records change, Signals reads your Freshsales deals and lifecycle stages and credits dealer, branch, and phone sales to the Meta campaigns behind them, sends only the records that changed, with Meta's 62-day event window watched in the debugger.

    WHAT YOU GET

    What changes when the CSV goes away.

    Capability Manual CSV upload Datahash
    Reporting Offline sales sit in a separate export, reconciled by hand. Revenue counted in the same Offline CAPI reporting as web conversions.
    Deduplication A re-uploaded file risks counting the same conversion twice. Deduped delivery, so a resent record never counts as a second conversion.
    Match visibility Match quality is a guess until the numbers look off. Match rate reported per upload, tied to the source event set that produced it.
    Effort and latency An analyst exports and uploads on a manual cadence. Server-side and automatic the moment Freshsales records the event.
    ON THE WIRE

    What Offline CAPI actually receives.

    signals :: freshsales.meta-offline-capi :: wire

    1. ● signals :: event payload
    2. > POST /offline_conversions source=freshsales.closed_deals
    3. event_name "Purchase" · event_time 2026-07-13T19:34:35
    4. value 19109.00 · currency SAR
    5. em sha256 "1fa603…" · ph sha256 "eb2201…" · external_id "txn-93275"
    6. ✓ accepted match=85%
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    FAQ

    Asked on almost every call.

    How often does the Freshsales Meta Offline CAPI sync run?

    The pace follows your Freshsales deals and lifecycle stages: Signals sends changes from Freshsales to Meta as records change. Because it sends only the records that changed, in-store and phone revenue joining Meta's optimization loop stays current while sales teams running Freshsales keep Meta's 62-day event window in view. Delivery needs no export and no manual upload.

    What match rate should a Freshsales-sourced Meta Offline CAPI batch expect?

    In Freshsales, match rate tracks the email and phone quality your Freshsales deals and lifecycle stages carry. Clean identifiers land for Meta; blank ones never will. The first Offline Conversions API report shows sales teams running Freshsales where Meta's 62-day event window needs work, a data-quality task handled in Freshsales.

    NEXT STEP

    Freshsales to Meta Offline CAPI, in production this week.

    Talk to our team All Freshsales use cases