Connecting a CRM (Customer Relationship Management) system to Meta Conversion Leads is a crucial step for businesses looking to streamline their sales and marketing processes.

When these are integrated, businesses can use the data from their CRM system to inform their optimization efforts in Meta Conversion Leads campaigns. For instance, businesses can identify which leads are likely to convert based on their previous interactions with the company, and then create targeted landing pages or marketing campaigns to reach these high-value prospects.

This section will now help you with the step-by-step process to send your leads events from your CRM to Meta Conversion Leads via Conversions API:

    Step 1: Set-up CRM (e.g. Salesforce) as data source for lead events

    Step 2: Set-up Conversion Leads as data destination for lead events