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OrbisX + Meta Conversions API Integration

Unlock the Full Power of Your Marketing

OrbisX is already the all-in-one platform trusted by auto shops and service businesses to run their operations. From booking appointments and managing leads to invoicing and customer communication, everything you need is in one place.

Now, with our Meta Conversions API (CAPI) integration, you can take things a step further. This direct connection between OrbisX and Meta (Facebook & Instagram) allows you to send valuable event data — such as new leads, booked appointments, estimates, invoices, and payments — straight into your ad accounts in real time.

Why does this matter? Because marketing without feedback is like driving blindfolded. By feeding OrbisX data directly into Meta’s advertising system, you empower the algorithm to learn from your actual business results. That means better targeting, smarter optimization, and ultimately, more profitable ads.

Why Meta CAPI Matters

Most businesses still rely only on the Facebook Pixel, a small script placed on their website that tracks user actions. While useful, the pixel has limitations:

  • It can be blocked by ad blockers or privacy settings.

  • It only tracks browser activity, not what happens inside your CRM.

  • It doesn’t capture events from sources like Zapier, API imports, or manual entries.

Meta CAPI fixes this by allowing server-side tracking. Instead of depending on the customer’s browser, OrbisX securely sends event data directly to Meta’s servers. That means no lost signals, no missing conversions, and much cleaner reporting.

When combined with the pixel, you get redundancy and improved accuracy, creating a complete picture of your customer journey.

What Events Does OrbisX Send?

With OrbisX, you don’t just get a basic “Page View” or “Lead” event. We’ve mapped your actual business actions into meaningful Meta events:

  • Lead → When a new lead enters your system (via website form, manual entry, API, or Zapier).

  • Contact / Client → When a lead is converted into a client, or when you add a new client directly.

  • Estimate (InitiateCheckout) → When you generate a new estimate/quote for a lead or client.

  • Appointment (Schedule) → When an appointment is booked in your calendar.

  • Invoice (Purchase) → When an invoice is paid, including the full value and currency.

  • Registration (CompleteRegistration) → When a client creates their hub account or signs up for an offer.

Each event is enriched with hashed customer identifiers (like email, phone, and name) so Meta can better match the conversion to a real person. This means your ads don’t just optimize for clicks — they optimize for real paying customers.

Benefits for Your Business

1. Smarter Ad Optimization

Meta’s algorithm works best when it has high-quality feedback. With OrbisX sending actual business outcomes, you’re not just telling Meta “someone clicked.” You’re telling it who became a lead, who booked an appointment, and who paid an invoice. This lets Meta find more people like your best customers.

2. Reduced Cost Per Lead

Because Meta can identify and target higher-quality prospects, your cost per lead typically drops. Instead of wasting money on unqualified clicks, your budget gets focused on people most likely to convert.

3. Better Attribution

No more guessing if that $500 ad campaign actually brought in revenue. With OrbisX feeding invoice and payment data into Meta, you can tie ad spend directly to sales. That’s real ROI reporting.

4. Works Across All Entry Points

Whether a lead comes from your booking form, Zapier, API, or even manual entry by staff, OrbisX makes sure the event is logged and sent. This creates one unified marketing signal across your entire business.

5. Future-Proof Your Tracking

As browsers phase out third-party cookies and privacy rules tighten, client-side pixels will become less reliable. Server-side CAPI ensures you keep the insights and targeting you need, no matter what happens in the ad-tech world.

How It Works in OrbisX

We’ve made the process seamless:

1. One-Time Setup
Add your Pixel ID and Access Token in your OrbisX settings. No coding required.

2. Automatic Event Tracking
OrbisX will begin queueing and sending events whenever relevant actions occur (new lead, appointment, estimate, etc.).

3. Retry System Built-In
If Meta is temporarily unavailable, OrbisX retries automatically with backoff logic until the event is delivered. You don’t have to worry about missed data.

4. Delivery Log
A dedicated dashboard shows you all queued, sent, and failed events — including the payload sent to Meta. You can even retry failed jobs with a click.

5. Custom Data
Each event includes extra details, like service category or invoice value, so you can build more refined audiences and custom conversions in Meta.

Real-World Example

Imagine you’re running a campaign for ceramic coating.

  • A customer visits your landing page and submits a lead form. OrbisX instantly fires a Lead event.

  • You create an Estimate for $1,200. OrbisX sends an InitiateCheckout event.

  • The customer books an Appointment for next week. OrbisX sends a Schedule event.

  • They pay the invoice in full. OrbisX fires a Purchase event with the exact amount.

Meta now knows that this customer not only clicked your ad, but also generated $1,200 in revenue. The algorithm will prioritize finding more people who behave like this, not just tire-kickers.

Why This is a Game-Changer

Before this, service businesses had to guess at what was working. Maybe you could see leads in Ads Manager, but you couldn’t see which ones actually paid you. OrbisX + Meta CAPI closes that loop.

  • Marketing budget goes further.

  • Campaigns are easier to justify.

  • Growth becomes predictable instead of random.

It’s like switching from throwing darts in the dark to using a laser-guided system.

Ready to Get Started?

If you’re already an OrbisX user, head to your Admin Settings → Integrations → Meta Conversions API and plug in your Pixel ID and Access Token. Events will start flowing immediately.

Not an OrbisX member yet? There’s never been a better time. With Meta CAPI integration, OrbisX doesn’t just manage your business — it powers your marketing engine.

👉 Sign up today and experience the future of marketing intelligence for auto shops.