Facebook Integration SOP

SHE CRM Facebook Integration SOP

1. Provide Meta Access:

  • To integrate Facebook leads into the CRM, please provide your Company Page Meta access to our Company Account Username: ( shesocialmediaagency )
  • Facebook Company Account ( https://www.facebook.com/shesocialmediaagency/ )
  • After providing Admin access, please inform SHE Technologies that the access has been given.

2. Campaign Form Design:

  • The form must include the following headers:
    • full_name
    • phone_number
    • city
  • Definitions for each header:
    • full_name: Client's name
    • phone_number: Client's phone number
    • city: Client's city
  • 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)