How to sync your PostHog data with your CRM and tools - CDP

Most teams run PostHog as a product analytics tool and stop there. It can do a lot more. In this walkthrough I show how to turn PostHog into a customer data platform (CDP) that unifies your web data, product data, and CRM data, then sends clean conversion events to Meta and your other ad platforms.

I use our own VisionLabs funnel as the example so you can see 100% of the data with nothing hidden. We map the full customer journey from a Meta or YouTube ad through the landing page, into the CRM, through every lead stage, and out to Meta via the Conversions API.

What's covered:
- Diagramming web and offline events before you build anything
- Capturing and persisting the Facebook click ID (fbc) on the person profile
- Why first touch vs last touch click IDs matter for attribution
- Unifying CRM and web events into one person profile in PostHog
- Server to server tracking with a reverse proxy instead of browser-only pixels
- Setting up the Meta Conversions destination in PostHog
- Optimizing ad campaigns for down funnel events like submit application, deal created, and trial to paid
- Firing events on lead actions so Meta optimizes for the right outcome

If your engineering and marketing teams are arguing over attribution, duplicate events, or where tracking should live, this is the setup that ends that fight.

Need help wiring this up for your own stack? We do PostHog implementations and reporting for teams from 1 to 100+. Start here: https://go.visionlabs.com/offer/posthog
Or tell us what you're dealing with: https://visionlabs.com/contact

Keywords: PostHog tutorial, PostHog CDP, customer data platform, Meta Conversions API, server side tracking, Facebook click ID, conversion tracking, product analytics, marketing attribution, HubSpot PostHog, GoHighLevel tracking, ad tracking setup
00:00 Why product analytics can work as a CDP
00:21 The VisionLabs funnel, start to finish
01:03 Diagramming your customer journey
02:48 Mapping the CRM stages
03:41 Tracking offline events with click IDs
04:42 Who should send the event to Meta?
05:24 The duplicate events problem
05:57 Why your analytics tool should send the data
06:45 Finding the Facebook click ID in PostHog
08:18 First touch vs last touch FBC ID
09:09 Unifying a person profile across sources
09:48 Combining CRM and web events
11:02 Keeping the click ID attached to the person
11:43 Server to server tracking with a proxy
12:02 PostHog working as a true CDP
12:26 Setting up the Meta destination
13:09 Optimizing ads for down funnel events
13:48 Firing on lead events and actions
14:35 Recap and profile best practices

#PostHog #CDP #MetaAds #ConversionTracking #ProductAnalytics #MarketingAttribution

Видео How to sync your PostHog data with your CRM and tools - CDP канала Vision Labs