Getting Started with MrCAPI
Welcome aboard! Here is your quick, step-by-step guide to getting your team setup, your workspace tailored, and your pipeline active in under 5 minutes.
Configuring Lead Ingestion Web Forms
Capture customer inquiries directly from your website or landing pages and route them straight to your sales reps in real time.
Setting up Meta Conversions API (CAPI)
Bypass ad-blockers and feed offline sales conversion signals back to Facebook Ads to automatically lower your Cost-Per-Acquisition.
Implementing Round-Robin Assignment Queues
Ensure every inquiry is handed to the right sales rep instantly and fairly using weighted round-robin distribution.
Managing the 30-Day Duplicate Lead Registry
Prevent commission disputes and protect sales boundaries with automated phone and email matching rules.
Configuring Team Roles & Permissions
Keep your sales pipeline secure and private with multi-tenant role controls tailored for reps, managers, and admins.
Tracking and Scheduling Appointments
Schedule consultations, track meeting outcomes, and sync follow-up tasks directly within your lead pipeline.
Managing Billing and Subscriptions
Easily manage your subscription plan, update payment methods, add team seats, and download tax invoices.
Ingesting Leads via HTTP Webhooks & API
Connect custom web applications, Zapier, or third-party lead providers directly into MrCAPI via our REST API.
Troubleshooting Meta CAPI Offline Signals
Resolve common Meta Conversions API errors, fix match quality warnings, and verify your event delivery.
Using the Automations Engine
Build powerful if/then automation rules to auto-trigger notifications, reassign leads, and send CAPI conversion events.
Deleting Your Account & Purging Workspace Data
Learn how workspace administrators can exercise self-service data erasure to permanently delete all leads, webhooks, and team records.
Using the Calendar & Schedule View
Visualize team appointments, site visits, and consultation calls in an interactive monthly and weekly calendar.
Managing Leads with the Pipeline Board
Drag and drop prospect cards across custom sales stages using our real-time Kanban pipeline view.
Importing Leads from Excel & CSV Files
Bulk import historical leads or external spreadsheet lists into MrCAPI with intelligent column mapping.