Pipedrive and TickTick Integration

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Connect Pipedrive and TickTick to automate task creation for new deals, ensuring seamless sales follow-up. Latenode’s visual editor and JavaScript support enable custom logic, while affordable execution-based pricing makes scaling simple.

Swap Apps

Pipedrive

TickTick

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and TickTick

Create a New Scenario to Connect Pipedrive 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 Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or TickTick will be your first step. To do this, click "Choose an app," find Pipedrive or TickTick, and select the appropriate trigger to start the scenario.

Add the Pipedrive Node

Select the Pipedrive node from the app selection panel on the right.

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Pipedrive

Configure the Pipedrive

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

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Connect Pipedrive

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Run node once

Add the TickTick Node

Next, click the plus (+) icon on the Pipedrive 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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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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Configure the Pipedrive 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

Run node once

Set Up the Pipedrive 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 Pipedrive, 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 Pipedrive and TickTick integration works as expected. Depending on your setup, data should flow between Pipedrive 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 Pipedrive and TickTick

Pipedrive + TickTick + Slack: When a deal reaches the 'won' stage in Pipedrive, a task is created in TickTick to ensure proper follow-up. The sales team is then notified in a dedicated Slack channel to celebrate the success and coordinate next steps.

TickTick + Google Calendar + Pipedrive: When a new task is created in TickTick with a due date, an event is automatically created in Google Calendar to schedule the task. The corresponding Pipedrive deal is then updated with a note to reflect the scheduled activity.

Pipedrive and TickTick integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

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.

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FAQ Pipedrive and TickTick

How can I connect my Pipedrive account to TickTick using Latenode?

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

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

Can I automatically create TickTick tasks from new Pipedrive deals?

Yes, easily! Latenode lets you instantly create tasks in TickTick when a new deal is created in Pipedrive. This ensures every deal is tracked, improving team collaboration.

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

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

  • Create a TickTick task when a Pipedrive deal reaches a specific stage.
  • Update a TickTick task when the corresponding Pipedrive deal is updated.
  • Automatically assign a task to a team member in TickTick for new Pipedrive leads.
  • Generate daily or weekly summary tasks in TickTick based on Pipedrive data.
  • Close TickTick tasks automatically when a Pipedrive deal is won.

How secure is connecting Pipedrive to TickTick through Latenode?

Latenode uses secure authentication protocols, ensuring your Pipedrive and TickTick data is protected during integration and data transfer using industry-standard encryption.

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

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

  • Initial data synchronization of historical data between Pipedrive and TickTick may require manual configuration.
  • Complex custom fields in Pipedrive might need JavaScript transformations for seamless integration with TickTick.
  • Rate limits imposed by Pipedrive and TickTick APIs can affect the speed of data synchronization.

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