The Salesforce Sales Cloud CRM Integration is a seamless, no-code process that allows you to automatically sync the leads you've generated on TikTok with your Salesforce Sales Cloud CRM in real time.
Before you begin, make sure you have:
Either the Enterprise or Unlimited Editions of Salesforce Sales Cloud.
Created at least one instant form on TikTok Ads Manager.
Admin access to the ad account you will be using for the integration. Only Admins can access leads.
Steps to use
Log in to your TikTok Ads Manager account, go to the Tools section, and select Leads in the dropdown menu. Click the Connect CRM button at the top of the page.
Search for Salesforce Sales Cloud and click Directly Connect.
To manage leads from your TikTok account, select Apply for permission. Then, click Sign in to Salesforce, connect your CRM, and click Next.
Review the permissions request and click Confirm.
Select the form you want to sync leads from.
Map the fields from your TikTok Instant Form to your Salesforce Sales Cloud fields and click Submit.
Click Confirm to complete the integration process. Select the Send test data button to ensure your integration is set up correctly.