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These come up most
What is the Conversions API, and why does it matter?
Meta's Conversions API lets your server tell Meta what happened, rather than relying on a browser pixel. That matters because the important events in a phone-sales business happen offline — a rep qualifies someone on a call, a customer pays two weeks later. A browser pixel can never see those.
Without that feedback Meta only knows who submitted a form, so it optimises for form-fillers. Feed it your real outcomes and it optimises for buyers.
Do I need a developer to set this up?
No. You paste a callback URL into your Meta app, add your pixel ID and an access token in settings, and choose which pipeline stage sends which event from a dropdown. That is the whole integration.
What happens to leads that came in before I started?
Import them by CSV. Any column we recognise maps to a field; anything we don't becomes a custom field, so nothing is lost.
Imported leads deliberately do not fire Meta events — sending thousands of backdated conversions would corrupt the optimisation you are trying to improve.
Can my reps see each other's leads?
No. A Sales Rep only ever sees leads assigned to them. That restriction is applied in the database queries rather than hidden in the interface, so guessing a lead's URL doesn't work either. Admins see the whole workspace.
Is my data locked in?
No. Export any filtered view of your leads to CSV at any time, including every custom field and all attribution data. Cancel whenever you like.