Close CRM and TickTick Integration

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Automatically create TickTick tasks from new Close CRM leads, ensuring no potential deal slips through the cracks. Latenode’s visual editor and affordable execution pricing make advanced CRM task management accessible, even with custom JavaScript logic.

Swap Apps

Close CRM

TickTick

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Close CRM and TickTick

Create a New Scenario to Connect Close CRM and TickTick

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or TickTick will be your first step. To do this, click "Choose an app," find Close CRM or TickTick, and select the appropriate trigger to start the scenario.

Add the Close CRM Node

Select the Close CRM node from the app selection panel on the right.

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Close CRM

Configure the Close CRM

Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Close CRM

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Connect Close CRM

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Run node once

Add the TickTick Node

Next, click the plus (+) icon on the Close CRM node, select TickTick from the list of available apps, and choose the action you need from the list of nodes within TickTick.

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TickTick

Authenticate TickTick

Now, click the TickTick node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your TickTick settings. Authentication allows you to use TickTick through Latenode.

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TickTick

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Configure the Close CRM and TickTick Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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TickTick Oauth 2.0

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The action ID

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Run node once

Set Up the Close CRM and TickTick Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Close CRM, TickTick, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and TickTick integration works as expected. Depending on your setup, data should flow between Close CRM and TickTick (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Close CRM and TickTick

Close CRM + TickTick + Slack: When a lead's status changes in Close CRM, a task is created in TickTick to follow up on the lead. A notification is then sent to a Slack channel to inform the team about the follow-up task.

Close CRM + TickTick + Google calendar: When a new lead is created in Close CRM, a task is created in TickTick to schedule a meeting. The created task will then create an event in Google Calendar.

Close CRM and TickTick integration alternatives

About Close CRM

Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.

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About TickTick

Use TickTick within Latenode to automate task creation from various triggers like new form submissions or database entries. Keep projects on track by automatically generating tasks and subtasks, assigning due dates, and sending reminders. Integrate TickTick with other apps for a streamlined workflow—avoid manual task management and improve team productivity.

See how Latenode works

FAQ Close CRM and TickTick

How can I connect my Close CRM account to TickTick using Latenode?

To connect your Close CRM account to TickTick on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Close CRM and click on "Connect".
  • Authenticate your Close CRM and TickTick accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create TickTick tasks from new Close CRM leads?

Yes, you can! Latenode allows automated task creation in TickTick based on new Close CRM leads, ensuring no lead is forgotten. Scale your workflows with advanced JavaScript blocks.

What types of tasks can I perform by integrating Close CRM with TickTick?

Integrating Close CRM with TickTick allows you to perform various tasks, including:

  • Create tasks in TickTick for new Close CRM opportunities.
  • Update tasks when opportunity stages change in Close CRM.
  • Sync contact details between Close CRM and TickTick projects.
  • Generate daily task summaries in TickTick from Close CRM activities.
  • Trigger Close CRM actions when tasks are completed in TickTick.

Can I automatically update Close CRM when a task is done?

Yes! With Latenode, automatically update Close CRM records when corresponding tasks are completed in TickTick. Keep your data synchronized effortlessly.

Are there any limitations to the Close CRM and TickTick integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration between the two platforms may require custom scripting.
  • Complex conditional logic may necessitate JavaScript knowledge for optimal performance.
  • Rate limits imposed by Close CRM and TickTick APIs can affect high-volume workflows.

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