How does the Planfix TikTok integration help my sales team?

It automatically delivers new TikTok leads into Planfix as tasks or contact cards. Sales reps get immediate access to complete lead details, so they can follow up instantly and focus on conversion instead of manual data handling.

Can I connect multiple TikTok ad accounts to Planfix?

Yes. You can link several TikTok Business Accounts within one Planfix workspace. This allows agencies or marketing teams managing multiple clients to track, organize, and assign leads from each account separately.

Does the integration support lead scoring or qualification?

Planfix allows you to add custom fields and automation rules that help evaluate each TikTok lead based on defined criteria – such as campaign performance, budget size, or engagement level – improving prioritization.

Can I track performance of TikTok campaigns in Planfix?

Yes. You can monitor metrics such as lead volume, source campaign, and conversion results through Planfix reports. It helps analyze ROI and understand which TikTok ads deliver the best quality leads.

Can I integrate TikTok leads with other automation in Planfix?

Absolutely. Once leads enter Planfix, they can trigger any workflow – task creation, notifications, status changes, or integrations with email and messengers – letting you build a full automated sales funnel.

Boost Your TikTok Lead Gen with Smart Automation

Q: Is coding required to set up the TikTok integration?

No coding is needed. The setup process is straightforward – you connect your TikTok Business Account, map form fields, and assign responsible users. Everything is done through the Planfix interface in a few minutes.

TikTok Lead Generation Integration

Automatically capture TikTok leads in Planfix. Turn ad form submissions into CRM tasks and contact cards in seconds. No spreadsheets, no manual entry, no lost opportunities. Manage, track, and convert leads in one place.

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Stop Losing Leads. Turn Them Into Deals

Planfix’s TikTok integration saves you hours on manual imports and updates. Every lead is visible, so every campaign stays under control. No spreadsheets means no lost data.

From Ad Click to CRM Task, Instantly

Planfix transforms TikTok lead submissions into actionable tasks and contact cards. Name, phone, email, ad campaign details, everything is logged automatically and assigned so your team can follow up.

Simple and Clear Setup

Connecting TikTok to Planfix is simple, with no complex configuration required. Link your business account, map form fields, and assign responsible users in one place. Check the Planfix Help Center for more details.

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Go Deeper with Customization

Planfix adapts to any-sized workflow. Automatically route new leads to the right manager, enrich records with extra fields, and oversee multiple TikTok accounts within one connected system.

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