How to Integrate Klaviyo in Leads Center

With Leads Center, you can transfer leads data collected through your organic lead generation forms, direct messages, and paid Messaging Ads directly to your CRM platform.

Note: This feature is currently in testing and not available to all advertisers.

Before you begin

Before you integrate TikTok Lead Generation with Klaviyo, make sure you have:

• A Klaviyo account and login credentials.

• At least one Klaviyo list created in your account. You can also create the list while setting up the TikTok Instant Form and Klaviyo connection. Note: The Klaviyo list created through TikTok will be a double opt-in list.

• At least one Instant Form created in TikTok Ads Manager. You can also create the Instant Form while setting up the TikTok Instant Form and Klaviyo connection.

• Admin access to the ad account designated for integration.

Step 1: Select CRM and authorize access.

1. Open TikTok Leads Center.

2. Navigate to the Lead management page and click on Connect CRM.

3. Under Find your CRM, select Klaviyo from the list of CRM options.

4. Select TikTok Direct Integration and click Confirm.

5. To apply permissions, click Confirm Permissions to allow TikTok to access your Business Account. You will be directed to the Lead Connecter permissions page.

6. Under Access Your Ad Account For, select the ✔ icon on the following 3 boxes:

   1. Ad Account Management

   2. Creative Management

   3. Lead Management

7. Click Confirm. The Authorize success notice will appear once access is successfully granted. You can manage your permissions in the future within the TikTok for Business user settings page.

8. Within the Connect to a CRM system page, you should see Permissions granted with a green check mark displayed next to your Business Account name.

9. Link your Klaviyo account by clicking Sign in to Klaviyo to connect your Klaviyo CRM. This will direct you to a Klaviyo sign-in page.

10. Provide the appropriate Klaviyo credentials within the pop-up window and log in to your Klaviyo account.

11. After logging in, click on Allow to allow TikTok to access your account's information, including: Account, Events, List, Profiles and Subscriptions. You can modify access at any time within the settings page.

12. The platform will connect to your Klaviyo account. When the connection is complete, an Action complete notice will appear. Click Next to go to the Select form page to select a form for mapping.

Step 2: Select Instant Form for mapping

1. Select the Instant Form you want to sync leads from.

2. Select the check on the disclaimer box to acknowledge your consent to use email and SMS contacts. Click Next to go to the Map fields page.

Step 3: Map fields and sync leads data

1. Under the section Choose the Klaviyo list to sync leads into, select an existing list you have in Klaviyo.

2. Scroll down to the Set Form Field Mapping section. Map the corresponding fields from your TikTok Instant Forms data with the Klaviyo data using the dropdowns.

3. Click Next after all necessary data fields are mapped.

4. Click Yes, send test data to test your connection and preview how the actual lead will look. A notification will appear once your data is successfully sent. Navigate to Klaviyo to view the transferred leads data.