SHE Technologies

Do You Need Help?
If you need any helps, please feel free to contact us.

19-A New Chauburji Park, Lahore, Pakistan.

Ladder CRM — Facebook Integration SOP

Standard Operating Procedure for connecting your Facebook Page and campaign forms to Ladder CRM.

1

Provide Partial Access

  1. To integrate Facebook leads into the CRM, please provide your Company Page partial access to our company account username: shesocialmediaagency.
  2. Facebook company account: facebook.com/shesocialmediaagency
  3. After providing admin access, please inform SHE Technologies that the access has been given.
2

Campaign Form Design

  1. The form must include the following headers:
    • full_name
    • phone_number
    • city
  2. Definitions for each header:
    • full_name Client's name
    • phone_number Client's phone number
    • city Client's city
  3. Tracking / hidden parameters:
    • Company Name
    • Project Name
    • Campaign Name
    • Area of Targeting
  4. Always use these exact headers when designing a campaign form. If a header consists of two words, join them with an underscore and use lowercase letters (e.g., father_name).
  5. SHE will guide you further about the campaign form so the integration works properly.
Header naming is strict — mismatched or differently-cased field names will break the lead sync with Ladder CRM.
Need help with the integration? Contact our Support Manager — Phone: 0300-8166876 / 0322-6662859, Email: info@shetechnologies.com.