Step 3: Create a Facebook Conversions API Workflow.

Modified on Thu, 23 Nov, 2023 at 8:36 PM


23. Exit the Funnel Builder.


24. Navigate to Automation>Workflows>Create Workflow



25. Click on Start from Scratch and then Create new 


26. Click on Add New Workflow Trigger



Please Note:

You will need to use the Facebook Lead Form Submitted trigger step to trigger this workflow.


Prerequisite for Facebook CAPI - Funnel Events.


1. In CRM, please go to Settings > Integration > Check that 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.


 


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 which include multiple and single option custom fields as well.


Once you have chosen the workflow trigger,



If you want it to get fired off by Facebook Form submissions for a specific form, Add Filters>In Form> Choose the Facebook Lead Form. You will not need to add any filters to this trigger unless you want it to get fired off by only specific submissions.




Do not forget to save it down below by clicking on Save Trigger.



27. Then click on Add your first Action. Search for and select the Facebook Conversion API Action:



28. Configure the Facebook Conversion API action. You can name this Action in Action Name if you'd like. In the Event Type dropdown, choose Funnel Event.



29. Head over to the Events Manager tab where you were creating a Pixel. Search for the name of the Pixel you were working on. 


30. Click on Complete Setup.

31. In the Using Conversion API tab, click on Get Started


32. Click on Generate Access Token and copy the Access Token generated.




33. Paste the Access token in the Access Token field in the Facebook Conversion API Action.



34. Navigate back to your Events Manager, Scroll down to the bottom, and click on, Finish under Finish Implementation.

35. Head to Settings and then Copy the Pixel ID. Then Navigate back to your Workflow.  


36. Paste the Pixel ID in the Pixel ID field in the Facebook Conversion API Action.

Please Note:

For Lead Value please use assumed values like 1000 or 2000 so that you can identify value each lead contributes to your pipeline.


Once complete, Save the Action and then Save and Publish the Workflow.

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