TikTok Lead Generation

From Planfix
Revision as of 09:06, 13 October 2025 by Dmitri (talk | contribs)
Jump to: navigation, search

Integration with TikTok Lead Generation allows you to automatically create tasks based on leads collected through TikTok ad forms. Each task is pre-filled with the data submitted in the form, so you can start working with the lead right away: contact them, qualify, assign a supervisor, and more.

Features

  • Automatic creation of tasks from TikTok leads.
  • Flexible field mapping configuration.
  • Automatic supervisor assignment.
  • Ability to launch scripts and automations.

Setup

TikTok

Integration is available for TikTok Business accounts.

  • Log in to TikTok Ads Manager.
  • Create a new advertising campaign with the "Lead Generation" objective.
  • Set up the form: add the necessary fields and text.
  • Publish the campaign.

Planfix

  • In Planfix, go to: Account management — Integrations — Social media — TikTok.
  • Connect the integration.
  • Grant access to the TikTok ad account by checking all items, then click "Confirm".
  • After activation, configure the integration by specifying:
    • Template for creating new contacts.
    • Object for creating new tasks from leads.
    • Additional assignees, if needed.
    • Field mapping for populating the "Lead Form" in tasks.
    • Field mapping for populating the "Lead Form" in contacts.
  • Save the settings.