Let’s close the loop. 🔁

2

Connect your ad platforms ~2 min each — one click

Open the location → Connections. Both platforms connect the same way: click, sign in, approve, pick.

1. Meta: Connect with Facebook → approve access → pick the dataset (pixel) that should receive events. A ConnectionTest event is delivered instantly — proof the pipe works before a single ad runs.
2. Google Ads: Connect with Google → approve → pick the Ads account (agency manager logins see their client accounts). Conversion actions create themselves the moment events start flowing — no pixel, no tags.

Connecting from inside your CRM opens a new tab for the sign-in — finish there, come back, and the page catches up automatically. Prefer a system-user token for Meta? It lives under "Advanced" on the Meta card. Details: Meta guide · Google guide.

3

Add the capture script ~2 min

Copy your script tag from the app and add it to your landing pages — funnel settings, WordPress header, or your tag manager:

It instantly starts capturing fbclid, gclid, ttclid and UTMs on every visit and stamps them onto the contact automatically.

Tip: the app's Install tab has all of this with copy buttons, per-use-case steps, and a live "capture is working" check that turns green on your first captured contact.

Using forms embedded on external pages? One extra minute: open the form in the builder and add these custom fields as hidden fields (they were created for you at install): ps_fbclid, ps_fbc, ps_captured_at — plus ps_gclid, ps_ttclid and ps_utm_source if you run those channels. The script fills them silently; visitors never see them. (Forms on your CRM-hosted funnels don’t need this — attribution is captured there automatically.)

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Running Meta Lead Ads? ~3 min, once — unlocks the strongest match key

Leads from Instant Forms never touch your website, so there’s no click ID to capture. Meta instead matches them by Lead ID — the highest-quality match key CAPI accepts, and the one that unlocks Conversion Leads optimization. One small workflow passes it to us:

1. In your CRM: Automation → Create Workflow, trigger Facebook Lead Form Submitted.
2. Add action Update Contact Field → pick ps_meta_lead_id (created for you at install).
3. Set the value to the merge field {{contact.facebookLeadId}} and publish.

That’s it — every lead-ad conversion now reports back to Meta with its Lead ID attached.

Creating contacts with Zapier or Make instead? Map the trigger’s lead id field — Zapier calls it ID, Make calls it Lead ID — into the same ps_meta_lead_id field in your create/update-contact step.

4

Map your pipeline stages ~5 min

Tell us which stage changes fire which conversion events — dropdowns, not code. Map once: events fire to every connected platform automatically, each matched with its own strongest keys.

Also set the Status triggers at the bottom of the editor: they fire when an opportunity is marked Won or Lost in any pipeline — so deals closed without a stage drag still report their value. Don’t worry about double-counting: each event fires once per opportunity, however it’s triggered.

Then drag a test opportunity into a mapped stage and watch the event appear in your dashboard — delivery status, match keys and value included. Green across the board? The feedback loop is live.