TikTok Lead Generation
ConnectWise Manage
zapier

An automated workflow using zapier

Connects TikTok Lead Generation + ConnectWise Manage

Create ConnectWise Manage contacts from new TikTok Lead Generation leads

About this workflow template

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

How it works?

When this trigger fires in TikTok Lead Generation

TikTok Lead Generation

New Lead in TikTok Lead Generation

Triggers when a new lead is created.

Then this action happens in ConnectWise Manage

ConnectWise Manage

Create Contact in ConnectWise Manage

Creates a new contact.

How to set up this workflow

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

Configure Applications

First, we need to connect TikTok Lead Generation and ConnectWise Manage to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect TikTok Lead Generation to Zapier.

    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.

    Connect ConnectWise Manage to Zapier.

    Give Zapier access to your ConnectWise Manage account, using ConnectWise Manage credentials.

Part II

Build an integration workflow

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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • ConnectWise Manage

    New/updated ticket

    Triggers when a service ticket is created and/or updated.

    zapier
    triggerbyzapier
  • ConnectWise Manage

    New/updated contact

    Triggers when a contact is created or updated.

    zapier
    triggerbyzapier
  • ConnectWise Manage

    New/updated project

    Triggers when a project is created or updated.

    zapier
    triggerbyzapier
  • ConnectWise Manage

    New board

    Lists the boards.

    zapier
    triggerbyzapier
  • ConnectWise Manage

    New company

    Lists the companies.

    zapier
    triggerbyzapier
  • ConnectWise Manage

    New company contact

    Lists the company_contacts.

    zapier
    triggerbyzapier
  • TikTok Lead Generation

    Delete test lead

    Delete the test lead.

    pabbly-connect
    actionbypabbly-connect
  • TikTok Lead Generation

    Create test lead

    Create a test lead.

    pabbly-connect
    actionbypabbly-connect
  • TikTok Lead Generation

    New lead

    Triggers when a new lead is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • TikTok Lead Generation

    Get advertiser

    Select advertiser the form belongs to

    zapier
    triggerbyzapier
  • TikTok Lead Generation

    Instant form

    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.

    zapier
    triggerbyzapier
  • TikTok Lead Generation

    Get ad account

    Select the ad account the form belongs to

    zapier
    triggerbyzapier

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