Add TikTok Leads to Zoho CRM Automatically

Learn how to automate adding TikTok leads to Zoho CRM using Pabbly Connect. Follow this step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate adding TikTok leads to Zoho CRM, you need to start by accessing Pabbly Connect. Open a new tab and search for pabbl.com/connect in your browser. This will take you to the Pabbly Connect landing page.

In the top right corner, click on the option to sign up for free. By signing up, you will receive 100 tasks free every month, allowing you to explore Pabbly Connect’s capabilities. If you enjoy using it, you can consider purchasing a subscription later.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Add Trigger’ button to begin setting up your automation. For the trigger application, search for ‘TikTok Lead Generation’ and select it.

• Select the event as ‘New Lead’.
• Click on ‘Connect’ to establish a connection with TikTok.

If you have already connected TikTok to Pabbly Connect, select the existing connection. If not, click on ‘Add a New Connection’ and follow the prompts to log into your TikTok account and grant necessary permissions.

3. Setting Up TikTok Leads in Pabbly Connect

After establishing the connection with TikTok, you need to select the advertiser ID and the form ID for the leads you want to capture. This is crucial for ensuring that the correct lead information is sent to Zoho CRM. using Pabbly Connect

Next, click on ‘Save and Send Test Request’. Make sure to select the response format as ‘Advanced’ to properly capture the lead data. Pabbly Connect will now wait for a webhook response, which means you can either wait for a real lead or generate a test lead to capture the response.

• If you choose to generate a test lead, follow the instructions provided in Pabbly Connect.
• Once the test lead is captured, you will see the details such as email, phone number, and name.

With the lead data captured, you can now proceed to add this information to Zoho CRM.

4. Adding Captured Leads to Zoho CRM Using Pabbly Connect

To add the captured lead information to Zoho CRM, click on ‘Add New Action Step’ in your Pabbly Connect workflow. Search for ‘Zoho CRM’ as the action application and select it. using Pabbly Connect

Choose ‘Create Contact’ as the event and click on ‘Connect’. If you have an existing connection with Zoho CRM, select it. Otherwise, create a new connection by entering your Zoho CRM domain, which is found in the URL after ‘https://crm.’.

Enter the lead source and map the lead details from the previous step. Mapping allows you to automatically insert data from the TikTok lead into Zoho CRM.

After mapping the required fields, click on ‘Save and Send Test Request’ to finalize the process. You will receive a success message indicating that a new contact has been created in Zoho CRM.

5. Verifying the New Contacts in Zoho CRM

Now that you have successfully created a new contact in Zoho CRM using Pabbly Connect, it’s time to verify that the lead details have been added correctly. Open your Zoho CRM account and refresh the contact list.

You should see the newly created contact with the details you entered. This confirms that whenever a new lead is generated from TikTok, a corresponding contact will be automatically created in Zoho CRM, streamlining your lead management process.

This seamless integration not only saves time but also enhances your productivity by eliminating manual data entry. With Pabbly Connect, you can automate various workflows and ensure that your business processes run smoothly.

Conclusion

In this tutorial, we explored how to automate the process of adding TikTok leads to Zoho CRM using Pabbly Connect. By following the steps outlined, you can enhance your lead management efficiency and focus on growing your business. Pabbly Connect offers a powerful solution for integrating various applications effortlessly.