Before getting started: Go to https://zapier.com/apps and check if Zapier supports your CRM. After confirming that your CRM can integrate with TikTok Lead Generation through Zapier, complete the tasks in the Zapier and TikTok Lead Generation checklist.
Zapier and TikTok Lead Generation Checklist
To help ensure a smooth process, complete these five tasks before starting the Zapier integration.
Set up an Instant Form for TikTok Lead Generation. Click here for more information.
Create a Zapier account.
Confirm Zapier supports your CRM. Click here to check Zapier's support apps.
Locate your CRM's login credentials.
Get administrator-level access to the TikTok As Manager you want to integrate into your CRM.
Once you have completed the tasks listed above, you are ready to use Zapier to integrate TikTok Lead Generation into your CRM. For a brief overview of the process, watch the video below.
Instructions
1. Access Instant form to initiate Download Lead Data
Log in to your TikTok Ads Manager account go to Assets > Creative > Instant Forms. Find the Instant Form you want to use in a Zap.
If you do not have an Instant Form set up, you will need to create one.
2. Click “Connect CRM” to start the integration
3. Choose your CRM to connect with your Instant Form
4. Sign in to your Zapier account when prompted
Once you sign in to your Zapier account, you'll see a permissions window. Give Zapier authorization to access your ad account, agree to the Platform Service Agreement, and click Confirm.
Once you've confirmed, the Zapier editor will open within your TikTok Ads Manager interface. From here, you'll need to create a Zap - which is an automated workflow that will connect TikTok Lead Generation to your CRM.
5. Setting up your TikTok Zap
A Zap is composed of a trigger and an action. For TikTok Lead Generation, you will set up your Zap to trigger when someone submits a new lead on your Instant Form. Then you will need to select the action you want to take on your CRM when this happens. To do this:
Search for and select TikTok Lead Generation as your trigger app.
Connect your TikTok Ads Manager account to Zapier.
Select the Instant Form you'd like to use.
Test your trigger.
Set up your action steps (the things you'd like your Zap to do for you).
Test your Zap and turn it on.
You'll start by selecting TikTok Lead Generation as your trigger app. Then you need to connect your user account. If you've connected Zapier through TikTok, you'll see your Ads Manager account available to select in the dropdown menu.
Select your user account and click Continue. Only user accounts that you have administrator access to will be displayed. Next, click on the Advertiser ID field and select your Ads Manager Account ID. Then, click on the Form ID field and select the lead form you want to use. Click Continue.
Now you'll need to test your trigger.
Once you have a successful test, click Continue.
Now you will need to set up your Zap's action. The action steps are set up similar to your trigger—select the app (your CRM) where you want the next thing to happen (like logging your lead in your CRM), connect your account, then tell Zapier what actions to perform on your behalf. In this step, it is essential to map the fields of your instant form with the fields of your CRMs.
To successfully set up your action, you must map the fields of the instant forms to your CRMs fields in this step. The below image is for reference, and the mapping will depend on what actions you want to take in your CRM when the users submit the instant form.
Once you've set up your action steps, test your Zap and if everything looks good, turn it on! Now, you may go back to your instant form on TikTok Ads Manager and check if it shows connected.
6.Managing TikTok Zaps
After creating your first TikTok Lead Generation Zap, you will use your Zapier account to edit or delete the existing Instant Form connection.
After you have connected the first Instant Form, you will use your Zapier account to integrate additional Instant Forms to your CRM, using the trigger and action steps described above. To connect other Instant Forms to your CRM, go to TikTok Ads Manager, access your Instant Forms, and select Download Data. If the Instant Form shows, "Not Connected", click Go to Zapier.
From Zapier, you can create a Zap for the new Instant Form.
Zapier Integration FAQs
1. What kind of authentication does TikTok Lead Generation use?
TikTok Lead Generation uses OAuth.
2. Do I need a paid TikTok Lead Generation account to use TikTok Lead Generation with Zapier?
You don’t need a paid TikTok Lead Generation plan to use TikTok Lead Generation with Zapier. Check Zapier's plan details here.
3. Do I need special account permissions in TikTok Lead Generation to use TikTok Lead Generation with Zapier?
Yes, you will need Administrator access to the TikTok Ads Account to access the leads and complete the integration.
4. Are there any API token limits in TikTok Lead Generation when I use TikTok Lead Generation with Zapier?
No, there are no token limits when using TikTok Lead Generation with Zapier.
5. Are there any webhook subscription limits in TikTok Lead Generation when I use TikTok Lead Generation with Zapier?
TikTok Lead Generation doesn't have any webhook subscription limits when you use TikTok Lead Generation with Zapier.
6. Are custom fields in TikTok Lead Generation supported when I use TikTok Lead Generation with Zapier?
Yes, TikTok Lead Generation supports custom fields.
7. Does TikTok Lead Generation use actual trigger samples from my TikTok Lead Generation account?
No, only generic trigger samples are provided.
8. What kind of TikTok Lead Generation hosted account can I use with Zapier?
TikTok Lead Generation's Zapier integration supports cloud-hosted accounts only.
9. What do I have to do before I can get started with the Zapier Integration?
Set up an Instant Form for TikTok Lead Generation. Click here for more information.
Create a Zapier account.
Confirm Zapier supports your CRM. Click here to check Zapier's support apps.
Locate your CRM's login credentials.
Get administrator-level access to the TikTok As Manager you want to integrate into your CRM.