How to identify the best CRM segment for your Facebook Conversion Sync?

Summary:
This guide shows how to define, filter, and validate the correct CRM segment for the LeadsBridge Conversion Sync, so Facebook receives conversions and optimizes campaigns correctly.

What Conversion Sync Does (and When to Use It)

The Conversion Sync Bridge sends confirmed sales data from your CRM (Source) to Facebook (Destination) so conversions and revenue are attributed to the correct campaigns.

Use Conversion Sync when:

• Sales close offline (phone, check, bank transfer).
• Your website only captures leads.
• A sales team closes deals after form submission.

Expected Result:
Facebook reports accurate conversions and revenue without relying on website purchase events.

Step 1 – Define What a Real Conversion Is in Your CRM

Before touching LeadsBridge, decide what counts as a conversion.

Most commonly, a record counts as a conversion if money changed hands.

Common CRM Patterns

• Object-based CRMs:
  Use the Customers object (not Leads).
• Pipeline-based CRMs:
  Use deals in a Closed / Won stage.
• Tag-based CRMs:
  Use records tagged as Customer.

Step 2 – Apply That Conversion Rule in LeadsBridge

Now translate your conversion definition into LeadsBridge configuration.

Where This Happens

• CRM segmentation → Source filters
• Customer qualification → Pipeline stage, status, or tags

Best Practices

• If available, use a dynamic list that updates automatically when a deal is updated.

Step 3 – Decide Whether to Sync Revenue

Revenue syncing is optional but strongly recommended.

Required Fields

• Currency
• Value

Why This Matters

• Without revenue → Facebook optimizes for conversion volume.
• With revenue → Facebook optimizes for conversion value and profit.

Where This Is Configured

• Revenue fields → Field mapping

Expected Result:
Accurate ROAS and value-based optimization in Facebook Ads.

Step 4 – Final Safety Check Before Activation

Before activating the Bridge, answer this question:

Would I want Facebook to find more people like this?

If the answer is “No”, revise your filters before continuing.

Common CRM Segment Examples

• Salesforce: Opportunity = Closed Won
• HubSpot: Deal stage = Closed Won
• Pipeline CRMs: Stage contains “Won” AND Amount > 0
• Tag-based CRMs: Tag = Customer AND Revenue exists

Where Everything Lives in LeadsBridge

• CRM logic → Source filters
• Revenue data → Field mapping
• Facebook attribution → Destination settings