Connecting TikTok Lead Ads and Zoho CRM
Businesses use CRM (Customer Relationship Management) software to manage all the information about their prospects and customers. Zoho CRM comes packed with everything that you need to manage your entire business process right from gathering leads across various sources, connecting with your prospects and customers across channels, nurturing them, establishing a sales process, managing sales information and support requests, and take informed decisions with various analytical dashboards and reports.
Ads on social media are a powerful tool to generate high quality leads, and it's important to ensure that all the leads generated from social media are updated in your CRM in real time. This is usually done by exporting all the generated leads and importing them manually to the CRM. This manual intervention becomes a hassle for marketers in ensuring that the CRM is updated as there is room for errors resulting in discrepancies in managing the leads generated from social media ads.
To automate the process of synchronizing the leads, LeadChain lets you integrate TikTok Lead Ads and Zoho CRM, which ensures a seamless flow of leads data form your Ads to CRM in real time.
Connecting TikTok Lead Ads and Zoho CRM
Connecting TikTok Lead Ads with Zoho CRM involves just two simple steps:
- Connecting the apps
- Mapping the fields
Connecting the apps
This step lets you configure the source and the destination, in this case the source will be TikTok Lead Ads and the Destination, Zoho CRM. The source section lets you connect your TikTok account, the TikTok ad account, and select the Form from which the generated leads are to be pushed to CRM.
The destination section lets you configure where the leads can be saved in Zoho CRM. You can either choose the Leads/Contacts module.
The following options are also available to further customize the flow of data from TikTok Lead Ads to Zoho CRM.
Segment the leads generated
CRM Tags
This option lets you categorize or group all the leads generated from TikTok Lead Ads with the help of Tags. These are like labels that can be added to the lead's record and comes handy when you want to search, sort, filter the leads generated from TikTok in Zoho CRM.
For example, you can create a tag in CRM - TikTok Lead Ads and associate it in the integration so that all the leads that are synchronized from TikTok Lead Ads to CRM can be easily identified. You can even create a custom view in CRM to view all the leads in one place.
CRM Campaigns
This option lets you associate the leads generated from TikTok Lead Ads to a Marketing Campaign. Say you have created a lead nurturing email campaign in your CRM, and you want all the leads generated from TikTok Lead Ads to be part of the campaign. You can select the appropriate CRM Campaign from the list, and all the leads will be automatically associated.
Choose the CRM Layout
A layout in Zoho CRM houses all the fields where information about the leads can be stored. Multiple layouts can be created and managed in Zoho CRM to capture the right set of data that's required for the processes involved in your business. Choosing the right CRM layout here helps ensure all the desired information about the leads that are generated from TikTok Lead Ads are synchronized seamlessly. The field mapping that's involved in Step 2, completely depends on the layout that's chosen here.
Choose Assignment Rule
Assignment rules in Zoho CRM simplifies the process of associating an appropriate owner to further nurture the leads that are generated. This might involve various criteria based on region, the lead source, type of industry the lead belongs to, and so on.
Synchronizing the TikTok Lead Ads with Zoho CRM can results in large volume of records in the Leads/Contacts module and it might be impossible to associate an appropriate owner for all the leads. By choosing the appropriate assignment rule during this integration, ensures that the right owner gets the lead that they are looking for and start nurturing.
Field Mapping
This stage lets you map all the fields in your TikTok Lead Ads form with the appropriate field in Zoho CRM. This defines what data will be captured in your CRM for a lead or a contact. You can either map the appropriate fields in Zoho CRM with the fields from TikTok Lead Ads or define a default value for a field. For example, Zoho CRM has a Lead Source field that lets you identify and track the various sources from which leads enter your CRM. Here, you can define a default value as TikTok Lead Ads, so that any leads generated from Lead Ads will have the lead source as TikTok Lead Ads in CRM, which helps you identify them with ease.
To create a chain between TikTok Lead Ads and Zoho CRM
- Go to the LeadChain module and click + Create new chain.
- Select Setup Now next to TikTok Lead Ads from the template available to map the Source and the Destination automatically.
Alternatively, you can also click Setup Now next to Setup on your own to map the Source and the Destination manually. - Enter a suitable Name for the chain.
- Select Source and Destination as TikTok Lead Ads and Zoho CRM, respectively.
- In the Source section, do the following:
- Select a TikTok account from the drop-down list. If you haven't connected already, click + Add New TikTok Account to add a TikTok account to LeadChain.
- Select the TikTok Ad account, and the TikTok Form from the drop-down list.
- In the Destination section, do the following:
- Select a Module from the drop-down list.
- Select an appropriate CRM tag and Campaign from the drop down list to segment the generated leads automatically.
- Select a Page Layout, and Assignment Rule from the drop down list.
- Select the toggle switch to Allow Duplicates.
- Click Proceed to Configure.
- Map the fields in Zoho CRM with the fields from TikTok Lead Ads. Alternatively, you can also enter a default field value.
- Click Save and Publish. Alternatively, you can click the drop-down and select Save as Draft.
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