Teach your Meta ads what a real buyer looks like

01Your pipeline becomes Meta's training data

Each signal fires once per lead when it reaches a stage you choose:

• Lead received: sent for every instant form lead on arrival, the first step of the funnel.
• Contacted: you reached the lead. Teaches Meta who actually answers.
• Pre-qualified: real interest shown.
• Qualified: ready to buy, Meta's strongest signal for finding buyers.
• Converted: became a customer, sent with the purchase value.

02One stage, one signal

Map each built-in or custom stage to the signal it should send. A stage sends at most one signal, so Meta never gets two different stories about the same move. Dead ends like Junk or Lost are best left unmapped.

03Better matching, more conversions credited

Meta credits a conversion to an ad only when it can match the lead. TracelyCRM shows a match-quality score and how many leads can send each detail: email, phone, Meta lead ID, name, city, state, postcode, country, gender and date of birth. Pick which form question feeds each one. Everything except the Meta lead ID is SHA-256 hashed before it leaves the server.

04Purchase value, for real ROAS

When a rep marks a lead Converted they enter the deal value, which is sent with the event in your currency. A default value covers deals without one, so you can move campaigns to value optimisation later.

05Nothing silently lost

Every event is logged with its status. Failed ones show why and can be retried one by one or all at once, and the sidebar warns you when signals start failing.

06How it works

1. 1
   Connect Meta

   Add your dataset (pixel) ID to the Meta connection.

2. 2
   Map stages

   Tick which stage sends each signal; one signal per stage.

3. 3
   Improve match quality

   Point city, postcode and other details at your form questions.

4. 4
   Watch the log

   See every event sent, and retry any that failed.

07Questions