How to Connect TikTok with KeepinCRM Create Agreement
The integration will allow you to get new leads from TikTok and transfer them to KeepinCRM for create agreements. This way you can automate the process of processing data from the TikTok using KeepinCRM as efficiently as possible.
Let's go through the entire TikTok with KeepinCRM Create Agreement setup steps together!
Navigation:
1. What will integration TikTok with KeepinCRM do?
2. How to connect TikTok account?
3. How to connect KeepinCRM account?
4. How to setup data transfer from TikTok to KeepinCRM?
5. An example of the data that will be sent to your KeepinCRM.
6. Auto-update.
To start setup new connection, click "Create connection".
Select a system as the Data Source. In this case, you must specify the TikTok.
Next, you need to specify the system to which the data from the TikTok will be transferred. In this case, you must specify KeepinCRM Create AGREEMENT.
The next step is to select TikTok account from which SaveMyLeads get leads.
If there are no accounts connected to the system, click "Connect account".
Enter your email and password and give all access to work with this account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Select the Advertising Account and Page from the drop-down list and click Continue.
The next step is to select KeepinCRM account to which leads will be sent.
If there are no accounts connected to the system, click "Connect account".
Enter the API Key to connect to your KeepinCRM personal account.
Go to your account settings in the Company profile - API section, copy your API key and paste it into the appropriate field in your SaveMyLeads account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to assign variables to the required fields to send data to KeepinCRM.
First, specify the Pipeline and Status in which the agreement will be created.
Select the required TikTok data, click on the parameter and it will be assigned to the selected KeepinCRM field.
In this section, the fields will be assigned according to the template. You can completely change it or leave it as is.
Click "Continue" when you're done with assigning fields.
Please note that you can use not only TikTok variables, but also manually entered data. Also, all these data can be combined with each other.
Now you can see Test data.
Click "Send test data to KeepinCRM" and check your KeepinCRM account.
If something does not suit you, click "Back" and go back one step.
In order for data from TikTok to be transferred multi-venously to KeepinCRM, click "Finish setup".
On the main screen, click on the gear icon to select name of the connection and select a group for it, if necessary.
When the slider is in the position as shown in the picture - auto-update works. If you want to disable communication, click this slider.
This completes the integration setup between TikTok and KeepinCRM Create Agreement! See how easy it is!?
Now you don't have to worry, SaveMyLeads will do everything on its own!