How to import TikTok ad leads into CRM?

Generating leads from social media campaigns is vital for businesses of all sizes. To streamline the process, Pepper Cloud CRM supports direct integration with TikTok ads, in addition to Facebook. This allows leads generated through TikTok’s advertising platform to flow directly into your CRM, keeping your sales pipeline organised and responsive.

In this guide, we will walk you through the simple steps for integrating your TikTok account with Pepper Cloud CRM, ensuring that every lead from your campaigns is captured and nurtured.

Why integrate TikTok instant forms with CRM?

Porting TikTok lead information into your CRM can help you in these ways.

• Real-time lead capture TikTok instant forms sync directly with your CRM, so leads are captured instantly — no manual downloads, no missed opportunities.
• Centralised lead management Auto-syncing leads into your CRM keeps all data in one place for smarter, more personalised campaigns.
• Faster response, higher conversions Instant follow-ups and auto-responses reduce delays, boosting your chances of converting leads.
• Better ad performance tracking CRM integration links leads to specific campaigns, helping you optimise ad spend and improve ROI.
• Workflow automation Automate lead nurturing, assignments, reminders, and more — saving time and scaling engagement.

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Prerequisites for Importing TikTok Leads into CRM

• Admin CRM account: Ensure you have an active CRM subscription and valid login credentials.
• TikTok business account: You must have a TikTok Business account with active lead generation ads.
• Advertiser access: Make sure you have access to the advertiser account linked to the TikTok business account.
• Pre-created TikTok instant forms: Ensure your lead forms are already created and live on TikTok.

How to import TikTok leads into CRM?

There are two main steps for easy import of TikTok leads into CRM:

1. Integrating TikTok instant forms with CRM

2. Configuring the form within CRM

1. Integrating TikTok instant form with CRM

1. Login to your CRM account.
2.  Navigate to “Settings” by clicking on the settings icon on the top right corner of the screen.
3. Click on “Integration”.
4. Click on “Social”. This will navigate you to the social integrations page.
5. Click on “TikTok” to integrate your TikTok account with CRM.
6. Click on the "Create New" button in the top right to integrate the new TikTok account.
7. A modal for connecting your TikTok account opens up. Click on “Connect with TikTok.”

8. After the permission was given, choose the advertiser whose TikTok leads you would like to capture. A TikTok business account can have multiple advertisers.

9. Click “Submit” to complete the integration.

2. Configuring the form within CRM

Now that you have integrated your TikTok account, you need to configure the form from which you would like to import leads. Here are the steps:

1. After your TikTok account is integrated, select the advertiser, and a modal will automatically open, prompting you to configure the form. The drop-down of “select form” contains all the forms that are created on the chosen advertiser’s account. Choose the form and click “next”.

2. Map your TikTok fields with CRM fields and then click “next.”

3. Select your default follow-up properties for the leads generated through the TikTok ad form. Click “Submit” to complete the configuration.

4. And now, you are all set to capture your TikTok leads directly into your CRM.

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Quick ways to get you started

• To add multiple instant forms into CRM: After successful configuration of the instant forms, you can add more forms by clicking the “+” icon on the page card.
• To edit the form or to change its configuration: If you would like to edit the field mapping or would like to change the default properties, click on the edit icon (pen icon) of the ad form.
• To check the TikTok ad-generated leads: Click on the view icon (eye icon). This takes you to the page where you can see the list of responses along with other details such as lead import status, ad name, campaign name, etc.
• To search the leads: Click on the search bar in the “Responses” tab and search the leads by the fields.