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Integration: Tilkee in

Here you will find a list of answers to the questions you may have regarding Tilkee’s integration in

Check out the website

What is is a sales pipeline management tool that offers an alternative to classic CRM systems.
It enables you to keep track of your leads and focus on the next action.

Check out our page which explains the integration.

Preliminary information

In order to link up  Tilkee and you need an account on both tools.

>Create an account on here.
>Create an account on Tilkee here.

Link your Tilkee & accounts
  1. Make sure that the email address used for both tools is the same.
  2. Send an email to Tilkee’s technical team: “” and ask for our API key.
  3. Head to the Admin panel on and select the Tilkee integration.
  4. Enter the API key into the space provided.
  5. Click on the ‘connect my Tilkee account button’.
How do I link a Tilkee project up to a lead?
  1. Login to your Tilkee account and click on the project you wish to link the lead with.

    The name of your project needs to correspond with the name of your lead. If this isn’t the case, you just need to rename your project.

  2. Click on the “Generate an access link button”.
  3. Install the Lead Clipper into your browser’s toolbar.
  4. Click on the +Lead button. A new window will appear showing the list of leads which correspond with the title of your Tilkee project. If no leads correspond, you can create a new lead which you can then link to the Tilkee project.

Create a Tilkee project from a lead
  1. In the Actions menu of your lead select “Create a Tilkee project”.
  2. In another window open your Tilkee account and click on the new project in order to add documents.
How can I send documents with Tilkee via my account?

1. Make sure that your Tilkee project has already been created and linked up to a lead.
2. Click on the Actions menu and choose “Send documents using Tilkee”. If you’ve correctly set up your computer’s default messenger/email, an email pre-filled with your prospect’s email address and a Tilkee access link giving your prospect access to the documents, will open..
3. If you haven’t properly set up your computer’s default messenger/email or if you would like to use another channel to send your  Tilkee access link, select “Get a Tilkee access link”. Copy and paste this link manually.

How can I use the e-signature?

With Tilkee you can use the e-signature. This enables your clients to sign your quotes and contracts online.

Once your project has been signed, the corresponding lead in is marked as “Won”.

The e-signature is charged at €1 / signature. We also offer packs of signatures. Please contact us if you’re interested.

Tracking your documents

Each time one of your prospects reads your documents sent via Tilkee, you will be informed by email.

Your lead will be automatically updated on with the activity “Document seen” logged. Once your Tilkee document has been signed, your lead’s status will change to won. You can also monitor all the leads that have either seen or signed your business documents on your dashboard.

How to:
Send and track documents from noCRM using Tilkee

How to:
Send and track documents from noCRM using Tilkee

Let’s go!

If you have any questions, please get in touch. and Tilkee and Tilkee

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