This automation scenario allows you to connect TikTok Lead Generation and ConnectWise Manage
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in TikTok Lead Generation
Triggers when a new lead is created.
Then this action happens in ConnectWise Manage
Creates a new contact.
This guide contains information on how to set up an automatic workflow that allows to Create ConnectWise Manage contacts from new TikTok Lead Generation leads.
Part I
First, we need to connect TikTok Lead Generation and ConnectWise Manage to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect TikTok Lead Generation to Zapier.
Give Zapier access to your TikTok Lead Generation account, using TikTok Lead Generation credentials.
Connect ConnectWise Manage to Zapier.
Give Zapier access to your ConnectWise Manage account, using ConnectWise Manage credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for TikTok Lead Generation
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an Action for ConnectWise Manage
Choose this action: Create Contact (Creates a new contact.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between TikTok Lead Generation and ConnectWise Manage.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ConnectWise Manage contacts from new TikTok Lead Generation leads!
Triggers when a service ticket is created and/or updated.
Triggers when a contact is created or updated.
Triggers when a project is created or updated.
Lists the boards.
Lists the companies.
Lists the company_contacts.
Delete the test lead.
Create a test lead.
Triggers when a new lead is created.
Select advertiser the form belongs to
If you haven't created a form before, please go to Tiktok Ads Manger to create and publish a form first.If the test lead in the next step does not include custom form fields, try selecting a specific form in the fields above.
Select the ad account the form belongs to
ConnectWise Manage alternatives
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