GTM + Meta CAPI + Zoho CRM

UpworkESNot specifiedintermediateScore: 30
Zoho CRMData EngineeringMarketing Operations & WorkflowDesarrollo WebJavaScript (ES6+) y DOM ManipulationDiseño y Arquitectura del Data LayerGestión de Cookies y LocalStorageGeneración de Event IDsDeduplicación de EventosNormalización y Hashing de Datos (PII)Estructura del Payload de MetaZoho Deluge ScriptingGraph API ExplorerGTM Preview Mode (Web y Server)
Task: Full Audit & Correction (If Needed) GTM + Server GTM (Stape) + Meta CAPI + Zoho CRM Objective Review the entire setup end-to-end and correct any misconfiguration. The system is already live and functioning. This is not a rebuild. Scope of Work 1) Meta Lead Event Source - Identify exactly where the “Lead” event is fired: a) GTM Web (browser) b) Server-side GTM (Stape) c) Zoho (offline/CAPI) - Map the full event flow. - Detect duplicate paths and double-firing. - Validate event_id consistency for deduplication. 2) Meta Events Manager - Verify Lead deduplication status. - Diagnose any duplicate or unmatched events. - Confirm “Qualified” and “Won” events are received correctly. - Ensure no duplicate Qualified or Won events. - Validate match quality and event diagnostics. 3) Fluent Forms → Zoho (Webhook/API) - Verify webhook configuration. - Confirm correct POST/JSON structure. - Validate field mapping (name, email, phone, tracking fields). - Ensure no duplicate lead creation from integrations (including WedBook if applicable). 4) Zoho CRM (Pipeline + Automations) - Confirm “Qualified” stage triggers exactly one CAPI event to Meta. - Confirm “Won” stage triggers exactly one revenue event (Purchase or equivalent) and includes: - deal value - correct event_time - hashed identifiers (email minimum) - Review deduplication rules inside Zoho to prevent duplicate Leads/Deals. - Confirm no unintended automation is sending duplicate CAPI events. 5) Test / Internal Leads Filtering - Ensure test or internal submissions are excluded from Meta reporting and optimization signals. - Validate filtering logic does not block legitimate campaign leads. Deliverable - Audit summary (what is correct / what must be fixed). - List of corrections applied (if any). - Final confirmation via Meta Events Manager diagnostics that: - Deduplication works correctly. - No duplicate Lead/Qualified/Won events. - Only valid leads are being counted. Key Requirement Developer must understand BOTH: - GTM + Server-side GTM (Stape) + Meta CAPI and deduplication logic AND - Zoho CRM (workflows, lead conversion, Deals, Deluge/webhooks) + sending offline events to Meta.
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Spent: $189.72Rating: 4.8Verified