To make connection with Tilda it should be set up on LeadBox side and Tilda side. All of them happen in three steps.
STEP 1: Connect Tilda to LeadBox.
- Go to the integration section
- Click “Add Integration”
- From the list of integrations select "Web site" → Tilda
- Write down the name of the integration (so that you can understand later which of the connected source it is)
STEP 2: Connect LeadBox on Tilda side
For this, we use Tilda's instructions for sending data to WebHook.
After setting up, we send a test application from the site
STEP 3: Configuring Tilda on the LeadBox Side:
- Connection to - select in this field the CRM to which applications will be sent. CRM must be pre-connected
- Field mapping.
In the field mapping block, the column on the left "Parameter key" is responsible for the data that will be filled in CRM. And the column on the right "Parameter value" is for selecting data getting from Tilda's forms.
The data put in the "Parameter value" (data received from Tilda) is taken from the first test lead that you got after connecting Tilda in the Register section of LeadBox. Depending on the fields of your form, you will receive the appropriate data set.
Features of mapping fields for data transfer in KeepinCRM - here
![](https://ucarecdn.com/ac328f4d-34d8-4808-96b1-2585612bcdde/Screenshot 2023-08-15 at 16.59.12.png)
- List of responsible managers.
Settings for distribution of orders from this source among different managers. To configure, select a pre-created collection of managers. Use it if no responsible manager is configured in field mapping block.
- Integration rules.
In the standard setting, LeadBox checks the presence of a contact and an active deal in the CRM. If there are both of them - it puts the task on the responsible user in the deal. If there is a contact only (without deal), LeadBox creates a deal assigned to the responsible manager from the existing contact. If there is neither a contact nor a deal, LeadBox will create both for the responsible user selected in the distribution settings.
This algorithm can be supplemented with settings from the blocks below:
- Disable deal creation - if activated, LeadBox will not create a deal even if there is neither a contact nor a deal in CRM. Only update data in existing deal / contact;
- Prohibit task creation for a duplicate deal - if activated, LeadBox will not create a task for the responsible user if there is a new active deal for the same contact;
- Update fields - if activated, LeadBox will update all fields in the contact and already existing active deal according to the data transferred from the new lead.
- Update only empty fields - will update only those fields that were empty in the contact / deal with new information from the lead (for example information about Traffic Source).
![](https://ucarecdn.com/ae264e52-d9d5-4702-ac8b-1a81231ed6e9/Screenshot 2023-08-15 at 16.46.00.png)
Information about the features of choosing integration rules for data transfer to KeepinCRM is here
- Filter setting
Setting the filter is necessary if you do not need all the leads from this connection in your CRM system.
- Unification of the phone.
In the standardization of the phone number, the format of the Ukrainian number is a priori selected, but it is possible to insert another code and change the check of the number of characters in the phone number for leads from another country. Standardization is configured for only one format. So if you have different countries, it is better to make different lead forms for them and set the necessary number settings in each of them separately.