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  1. App Directory
  2. TickTick
  3. Integrations
  4. Wealthbox CRM

TickTick + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
TickTick Integrations
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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate TickTick + Wealthbox CRM

  • TickTick Wealthbox CRM

    TickTick + Wealthbox CRM

    Create Household to Wealthbox CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Wealthbox CRM Create Household
  • TickTick Wealthbox CRM

    TickTick + Wealthbox CRM

    Create Project to Wealthbox CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Wealthbox CRM Create Project
  • TickTick Wealthbox CRM

    TickTick + Wealthbox CRM

    Create Note to Wealthbox CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Wealthbox CRM Create Note
  • TickTick Wealthbox CRM

    TickTick + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Task Created is created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Wealthbox CRM Start Workflow
  • TickTick Wealthbox CRM

    TickTick + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Task Created in TickTick Read More...
    Close
    When this happens...
    TickTick New Task Created
     
    Then do this...
    Wealthbox CRM Create Contact
  • 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 + Wealthbox CRM in easier way

It's easy to connect TickTick + Wealthbox 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Task

    Adds a new task to a list.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

Show All

How TickTick & Wealthbox 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 Wealthbox 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 Wealthbox CRM.

    (2 minutes)

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

Integration of TickTick and Wealthbox CRM

TickTick is an online business management software, which is developed by Wealthbox in 2012. It is developed to manage customers, orders, tasks and staff. It is designed to provide visibility into day-to-day operations of small businesses. TickTick is used by over 21,000 small businesses with more than 250,000 users in countries like Singapore, Malaysia, Indonesia, Thailand, India, China, Australia, New Zealand and Philippines.

Wealthbox CRM is a cloud-based customer relationship management (CRM. top that simplify the data cplection and analysis processes. It helps to build up customer relationships and improve sales results. It is used by companies in various industries like e-commerce, travel, retail, publishing, banking, media and technpogy.

Integration of TickTick and Wealthbox CRM

Wealthbox is integrated with many third party applications like MailChimp, Google Analytics, Facebook Ads etc. For any integration you need to create an App within Wealthbox instead of adding the API key of the app.

  • Integrating TickTick with Wealthbox CRM

Wealthbox provides some easy steps on its website for integrating TickTick with Wealthbox CRM. They are given below:

Step 1. Login to your TickTick account.

Step 2. Go to ‘Integrations’ page.

Step 3. Click on ‘Facebook’ button on TickTick integrations page.

Step 4. Sign up for Wealthbox account. It will take 5 minutes to sign up Wealthbox account. You have to enter your email address, password and confirm your email address. After creating your Wealthbox account you will receive an email from Wealthbox with your login credentials.

Step 5. Now go back to TickTick integrations page and enter your Wealthbox login credentials. TickTick will redirect you to Wealthbox website to allow TickTick integration. Wealthbox will ask you for confirmation of TickTick integration. TickTick integration will give access to all the data of your company including contacts, leads, opportunities etc. You can choose whether to share this data with TickTick or not after signing up for Wealthbox account. All the data will be displayed on TickTick dashboard after successful integration. But you can only access the data through the account of the person who created the integration. This means that if you have created the integration by yourself then you can view the data directly on the TickTick dashboard but if someone else have created the integration then you can view the data on TickTick dashboard only after logging into Wealthbox using that person’s login credentials.

Benefits of Integration of TickTick and Wealthbox CRM

Integration of TickTick with Wealthbox helps to improve multiple benefits for the company including increased revenues, improved customer relations, improved efficiency etc. TickTick integration helps to increase up front revenue by making it easier for customers to buy products via multiple channels including email, phone calls, web etc. The potential customers will be able to see their historical relationship with your company along with customer reviews on your product or service through your website. Integration of data between these two apps will help the company to know the best time for promoting any offer or new product etc. It will also help them to track leads coming from online marketing activities by integrating marketing budget linked with marketing leads. Data capturing process becomes easier for both apps due to integration. Both apps are integrated with Google Analytics so it will help the company to precisely measure ROI of each campaign along with tracking performance of each campaign separately. Integration will help to track lead conversion rate accurately through real time tracking by integrating operation cost linked with operation revenue i.e., whenever there is any operation performed by the team member then the cost linked with that operation shows up automatically on the spreadsheet or task list in case you are using TickTick as a task management top as well as cost linked with that operation shows up automatically on the opportunity page in case you are using Wealthbox as an opportunity management top as well as you can see all these details at one place in real time i.e., financial dashboard of the company through integration between these two apps without any human intervention required. It will save time and money for the company since it will make it easier for them to keep track of all their important information at one place without manually entering all these details in separate spreadsheets or applications like Google Docs or Salesforce etc.. For example if someone makes a call or sends an email then it gets recorded in both apps simultaneously without any manual inputting required by the people invpved in sales team/customer service team etc.. It also helps to improve productivity since people don’t have to worry about entering details manually again and again since all information gets recorded automatically in different systems once they perform any operation.

The process to integrate TickTick and Wealthbox 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.

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