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# How to sync Nuvia conversion data with Meta (CAPI)

Send conversion events to Meta when Click-to-WhatsApp ad leads move forward in the Smart Funnel, improving ad optimization.

Available on

All plans.

Who can do it

Account administrators.

Updated on August 3, 2026

[WhatsApp](https://nuvia.ai/en/docs/colecoes/19430943-whatsapp)

1. [Understanding WhatsApp rules: 24h and 72h windows and templates](https://nuvia.ai/en/docs/artigos/14575042-understanding-whatsapp-rules-24h-72h-windows-templates)
2. [How to sync Nuvia conversion data with Meta (CAPI)](https://nuvia.ai/en/docs/artigos/15421878-how-to-sync-nuvia-conversion-data-with-meta-capi)
3. [How to migrate a WhatsApp number from another platform to Nuvia](https://nuvia.ai/en/docs/artigos/16414388-migrate-whatsapp-number-from-another-platform-to-nuvia)
4. [How to improve the response rate of WhatsApp campaigns](https://nuvia.ai/en/docs/artigos/14501604-how-to-improve-response-rate-whatsapp-campaigns)
5. [WhatsApp Business Coexistence with Nuvia](https://nuvia.ai/en/docs/artigos/15554165-whatsapp-business-coexistence-with-nuvia)
6. [How to create a Meta Business account](https://nuvia.ai/en/docs/artigos/16548186-how-to-create-meta-business-account)

Nuvia sends conversion events to Meta (via the Conversions API, or “CAPI”) when a lead who came from a Click-to-WhatsApp ad moves through the stages of your Smart Funnel. This way, Meta learns which conversations turned into qualified leads or sales and starts optimizing ad delivery to bring in contacts more likely to convert.

**Available on:** All plans.
**Who can do it:** Account administrators.

## How it works

The sync connects three points: the Click-to-WhatsApp ad (which brings the lead), the WhatsApp number that receives the conversation, and the Smart Funnel that runs the conversation. When a conversation moves to a stage that has a conversion event set up, Nuvia sends that event to the Meta **dataset** (in Events Manager) linked to that number.

Nuvia identifies the source by the **click identifier** (ctwa_clid) that Meta sends along with the first message of the conversation.

### The sync only happens when **all** of these conditions are met:

-

The conversation came from a **Click-to-WhatsApp** ad.

-

The conversation runs on the **WhatsApp Cloud API** (other channels don't send conversion events).

-

The WhatsApp number has a **linked dataset** (step 1).

-

The stage the conversation moved to has a **conversion event set** (step 2).

Important

the sync is opt-in. Until you link a dataset to the number, no events are sent to Meta (even if the stages already have events set up).

### Step 1: Link a dataset to the WhatsApp number

The dataset is the “destination” in Meta that receives the conversion events. Each WhatsApp number has its own.

1.

In the side menu, on the profile icon, **click the 3 dots and select “Settings”**

2.

In the side menu, go to **Apps > WhatsApp**

3.

In the numbers table, find the **Dataset ID (CAPI)** column

4.

On the row of the number you want, click **Link** (or **Change**, if there's already a dataset)

5.

In the **Available datasets** menu, select an existing dataset from your Meta account (WABA) or click **Create new dataset**

6.

Confirm. Nuvia shows **Dataset linked** (or **Dataset created and linked**) and the dataset name appears in the column

While there's no dataset, the column shows **Not linked**. To remove the link, click the trash icon next to the dataset. Nuvia confirms with **Dataset unlinked** and stops sending events for that number.

Important

if the menu shows **No dataset found for this WABA**, create one with the **Create new dataset** option or check in Meta whether the WhatsApp account has a messaging dataset available.

### Step 2: Set the conversion event for each stage

The event tells Meta what happened when the conversation reaches that stage. You set it up stage by stage, inside the Smart Funnel.

1.

In the side menu, go to **Smart Funnels** and open the agent you want

2.

Inside the agent/funnel, **go to the “Funnel stages” tab**

3.

On the stage that represents the conversion (for example, the qualified lead stage), **click the 3 dots next to the stage card**

4.

Click **Conversion event**

5.

Choose the event that best describes that stage

6.

Your choice is saved right away; to stop sending, repeat the process and select **None**

### Available events

Event (Nuvia)When to use it

**None** The stage sends no event (default)

**Content view** Lead showed initial interest

**Lead captured** Lead provided contact details

**Qualified lead** Lead was qualified by the agent

**Added to cart** Lead selected a product/service

**Checkout started** Lead started the purchase process

**Purchase completed** Deal closed / sale completed

Important

the **Purchase completed** event is only sent when the opportunity has a **value greater than zero** and a **currency set**. Without this data, the event is ignored. The other events don't have this requirement.

## Frequently asked questions

## Frequently asked questions

**Why aren't my events reaching Meta?**

Events are only sent when all conditions are met: the conversation came from a Click-to-WhatsApp ad, it runs on the WhatsApp Cloud API, the number has a linked dataset (step 1) and the stage has an event set up (step 2). If any of these is missing, the event isn't sent. Conversations that didn't come from Click-to-WhatsApp ads never generate conversion events.

**Do I need to set up a dataset for each WhatsApp number?**

Yes. The dataset is linked per number, in the Dataset ID (CAPI) column under Integrations > WhatsApp. Numbers without a linked dataset don't send events.

**What happens if I leave the event as “None”?**

The stage doesn't send any conversion event to Meta. Use None on stages that don't represent a conversion relevant to ad optimization.

**Can I reuse the same dataset for several numbers?**

The link is made number by number. For each number, you choose which dataset in your Meta account (WABA) will receive that number's events.

**Does unlinking the dataset delete events already sent?**

No. Unlinking only stops new events from being sent from that number. Events Meta already received stay recorded in the dataset.

[PreviousUnderstanding WhatsApp rules: 24h and 72h windows and templates](https://nuvia.ai/en/docs/artigos/14575042-understanding-whatsapp-rules-24h-72h-windows-templates) [NextHow to migrate a WhatsApp number from another platform to Nuvia](https://nuvia.ai/en/docs/artigos/16414388-migrate-whatsapp-number-from-another-platform-to-nuvia)

Was this article helpful?

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[WhatsApp](https://nuvia.ai/en/docs/colecoes/19430943-whatsapp)

1. [Understanding WhatsApp rules: 24h and 72h windows and templates](https://nuvia.ai/en/docs/artigos/14575042-understanding-whatsapp-rules-24h-72h-windows-templates)
2. [How to sync Nuvia conversion data with Meta (CAPI)](https://nuvia.ai/en/docs/artigos/15421878-how-to-sync-nuvia-conversion-data-with-meta-capi)
3. [How to migrate a WhatsApp number from another platform to Nuvia](https://nuvia.ai/en/docs/artigos/16414388-migrate-whatsapp-number-from-another-platform-to-nuvia)
4. [How to improve the response rate of WhatsApp campaigns](https://nuvia.ai/en/docs/artigos/14501604-how-to-improve-response-rate-whatsapp-campaigns)
5. [WhatsApp Business Coexistence with Nuvia](https://nuvia.ai/en/docs/artigos/15554165-whatsapp-business-coexistence-with-nuvia)
6. [How to create a Meta Business account](https://nuvia.ai/en/docs/artigos/16548186-how-to-create-meta-business-account)

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Source: https://nuvia.ai/en/docs/artigos/15421878-how-to-sync-nuvia-conversion-data-with-meta-capi
