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Search developer guides, API specs, duplicate lead matching rules, and meta integration checklists.

Guides (10)
CRM Basics

Getting Started with MrCAPI

A step-by-step introduction to setting up your workspace, adding team members, and configuring pipelines.

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Lead Ingestion

Configuring Lead Ingestion Web Forms

Learn how to build custom web forms to capture customer inquiries and route them straight to your reps.

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Integrations

Setting up Meta Conversions API (CAPI)

Optimize Facebook Ad delivery by feeding real-time sales progress signals back to Meta algorithms.

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CRM Basics

Implementing Round-Robin Assignment Queues

Distribute incoming inquiries fairly among sales team members using custom weighting ratios.

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Lead Ingestion

Managing the 30-Day Duplicate Lead Registry

Protect sales margins and prevent client ownership disputes with automated telephone matching checks.

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CRM Basics

Configuring Team Roles & Permissions

Ensure strict multi-tenant data boundaries with granular security controls and roles assignment.

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Sales Operations

Tracking and Scheduling Appointments

Log consultation outcomes, schedule demo meetings, and synchronize team calendars.

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Account Management

Managing Billing and Subscriptions

Update credit card details, select plans, download tax invoices, and manage seat limits.

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Lead Ingestion

Ingesting Leads via HTTP Webhooks & API

Connect third-party lead aggregators and custom web apps directly to MrCAPI ingestion API.

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Integrations

Troubleshooting Meta CAPI Offline Signals

Diagnose verification warnings, missing parameters, and trace API events delivery.

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