An automated workflow using zapier
Connects TikTok Lead Generation + LeadSimple
Create New Leads from TikTok Lead Generation
About this workflow template
This automation scenario allows you to connect TikTok Lead Generation and LeadSimple
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
New Lead in TikTok Lead Generation
Triggers when a new lead is created.
Then this action happens in LeadSimple
Create Lead in LeadSimple
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create New Leads from TikTok Lead Generation.
Part I
Configure Applications
First, we need to connect TikTok Lead Generation and LeadSimple 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 LeadSimple to Zapier.
Give Zapier access to your LeadSimple account, using LeadSimple 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
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an Action for LeadSimple
Choose this action: Create Lead (Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between TikTok Lead Generation and LeadSimple.
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 New Leads from TikTok Lead Generation!
Supported triggers and actions
Task completed
Triggers when a task is completed.
triggerbyzapierLead created
Triggers when a new lead is created.
triggerbyzapierLead changes stage
Triggers when a lead changes stages.
triggerbyzapierProcess changes stage
Triggers when a process changes stages.
triggerbyzapierCall completed
Triggers when a new call is completed.
triggerbyzapierFetch contacts
Triggers when listing a account's contacts.
triggerbyzapier
Delete test lead
Delete the test lead.
actionbypabbly-connectCreate test lead
Create a test lead.
actionbypabbly-connectNew lead
Triggers when a new lead is created.
triggerbyzapierpabbly-connectGet advertiser
Select advertiser the form belongs to
triggerbyzapierInstant 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.
triggerbyzapierGet ad account
Select the ad account the form belongs to
triggerbyzapier
Apps you need
LeadSimple combines your existing and potential client relationships, communications and processes into a user-friendly platform.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
