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TickTick + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between TickTick and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About TickTick

TickTick is a simple and effective to-do list and task organizer app that syncs across all your devices over the cloud.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

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Best ways to Integrate TickTick + Microsoft Dynamics CRM

  • TickTick Microsoft Dynamics CRM

    TickTick + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • TickTick Microsoft Dynamics CRM

    TickTick + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • TickTick Microsoft Dynamics CRM

    TickTick + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • TickTick Microsoft Dynamics CRM

    TickTick + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • TickTick Microsoft Dynamics CRM

    TickTick + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • TickTick {{item.actionAppName}}

    TickTick + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect TickTick + Microsoft Dynamics CRM in easier way

It's easy to connect TickTick + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Completed Task

    Triggers when a new completed task is created

  • New Task Created

    Triggers when a new task created in TickTick.

  • New Updated Task

    Triggers when an uncompleted task is updated in TickTick.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Add Task

    Adds a new task to a list.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How TickTick & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose TickTick as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from TickTick to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of TickTick and Microsoft Dynamics CRM

TickTick

TickTick is a task and project management software which helps users to manage their tasks and projects efficiently. It is a cloud-based software which is mainly used by freelancers and small businesses. TickTick also offers an add-on integration with Microsoft Dynamics CRM. It allows users to access TickTick directly from the CRM dashboard. It enables users to add new tasks and projects directly from the CRM dashboard. It also allows users to add new contacts from the CRM directly. The most important feature of this integration is that it allows users to create a new task or project from a CRM activity or lead record.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management system which is mainly used by small and mid-sized businesses. It is also available as a cloud-based SaaS product. It has been designed for managing customer data, managing sales processes, managing marketing campaigns, managing services, and supporting business partners. It is one of the most widely used CRM systems in the world.

Integration of TickTick and Microsoft Dynamics CRM

The integration of TickTick and Microsoft Dynamics CRM allows users to access TickTick directly from the CRM dashboard. This integration not only allows users to add new tasks and projects directly from the CRM dashboard but also allows users to add new contacts from the CRM directly. The most important feature of this integration is that it allows users to create a new task or project from a CRM activity or lead record. Once a user creates a task or project from a CRM activity or lead, the user can assign the task or project to a specific contact who already has access to TickTick via Windows Azure Active Directory (WAAD. single sign-on (SSO. Users can also view their assigned tasks and projects directly on the TickTick application. To access TickTick via Windows Azure SSO login, users just need to enter their credentials once when using TickTick via Microsoft Dynamics CRM.

Benefits of Integration of TickTick and Microsoft Dynamics CRM

The integration of TickTick and Microsoft Dynamics CRM offers several benefits for both TickTick customers and Microsoft Dynamics customers. For example, it enables TickTick customers to access their tasks and projects directly from the CRM dashboard. It also allows them to access their contacts directly from the CRM dashboard. Moreover, it also allows them to create tasks and projects directly from the CRM dashboard. If any user creates a task or project by using this integration, they can easily assign that task or project to other group members because the assigned users already have access to TickTick via Windows Azure SSO login. This integration also saves time for both TickTick customers and Microsoft Dynamics customers because users don’t need to switch between applications when they want to create or update tasks or projects. Also, this integration doesn’t require any installation process so it doesn’t take much time.

In conclusion, I recommend that you use TickTick’s integration with Microsoft Dynamics CRM to track your projects and tasks efficiently.

The process to integrate TickTick and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.