Salesforce + TickTick Integration

Integrate Salesforce to TickTick in one click, or tell Integrately AI how you want each task handled. Capture work items, create tasks, sync details, and track follow-ups automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • TickTick
    Filter tasks in TickTick
  • TickTick
    Delete project in TickTick
  • TickTick
    Update project in TickTick
  • TickTick
    Delete task in TickTick
  • TickTick
    Complete task in TickTick
  • TickTick
    Update task in TickTick
  • TickTick
    Create task in TickTick
  • TickTick
    Create project in TickTick

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Ready Workflows Ready Workflows for Salesforce + TickTick Integration

Capture work items, create tasks, track updates, keep projects current, and manage follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + TickTick Integration

Create TickTick task for new Salesforce record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in TickTick is to use this Salesforce - TickTick integration. Using this integration, you can create a new task in TickTick that will be automatically populated with data from a new record in a Salesforce.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Salesforce + TickTick Integration

Create TickTick task for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. TickTick is a great tool for this.

All you need to do is - integrate TickTick with Salesforce to create task in TickTick automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + TickTick Integration

Create TickTick task for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TickTick to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and TickTick, creating task in TickTick is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding task in TickTick to keep your team up-to-date.
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Salesforce + TickTick Integration

Create TickTick task for new Salesforce contact

Salesforce and TickTick are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Salesforce, do you also create a task in TickTick? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + TickTick flow

Streamline your project management and team communication by connecting additional tools to your core workflow. Pick a combination and activate it in one click.

Salesforce
TickTick
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SlackSlack (8)
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Google CalendarGoogle Calendar (8)
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HubSpotHubSpot (8)
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GmailGmail (8)
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ZoomZoom (8)
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Jira Software CloudJira Software Cloud (8)
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Create a TickTick task for every new Salesforce task, and notify your team instantly on Slack
New Salesforce tasks appear as tasks in TickTick within seconds and your team hears about it on Slack, so nobody misses a deliverable.
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Create a TickTick task when a Salesforce case is logged, and alert your support channel in Slack
Every new Salesforce case becomes an actionable TickTick task with immediate team notification on Slack for faster resolution.
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When a Salesforce opportunity is updated, update the matching TickTick task and post the change in Slack
Opportunity changes in Salesforce automatically update your TickTick task and notify your team on Slack to keep everyone informed.
S
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Create a TickTick task for every new Salesforce lead, and notify your sales reps in Slack
New Salesforce leads immediately generate TickTick tasks with instant Slack alerts so follow-ups happen without delay.
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If a Salesforce lead is high priority, create a priority TickTick task and alert your executive channel in Slack
High-priority Salesforce leads trigger urgent TickTick tasks and specialized Slack alerts for immediate managerial awareness.
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When a Salesforce case is closed, complete the matching TickTick task and post the resolution in Slack
Closed Salesforce cases automatically complete your TickTick tasks and notify your team on Slack to celebrate resolution.
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Use Claude to summarise every new Salesforce task, create a TickTick task, and post the brief in Slack
Claude turns lengthy Salesforce task notes into clear TickTick items and brief Slack summaries for quick team reviews.
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Turn every won Salesforce opportunity into a TickTick project, create kickoff tasks, and announce it in Slack
Won Salesforce deals automatically launch TickTick projects with initial tasks and team-wide Slack announcements.

Supported triggers and actions for Salesforce and TickTick

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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TickTick
TickTick Triggers & Actions
No trigger is available
Filter tasks in TickTick
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Delete project in TickTick
Delete a project
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Update project in TickTick
Update a new project
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Delete task in TickTick
Delete a task
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Complete task in TickTick
Complete a task
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Update task in TickTick
Update a new task
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Create task in TickTick
Creates a new task
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Create project in TickTick
Creates a new project
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What can you automate with Salesforce + TickTick?

Connect your CRM data directly to your personal and team task management to eliminate manual copying and streamline daily execution.

What you can automate?
Create TickTick tasks from Salesforce entries automatically
Generate a matching TickTick task the moment a new task, lead, or case is created in Salesforce. Eliminate manual re-entry and keep your daily work items centralized.
📋
Capture every submitted Salesforce field in your tasks
Map available Salesforce task descriptions, due dates, and contact details directly into separate TickTick task attributes instead of just a basic title.
🔔
Notify your team as soon as a Salesforce event occurs
Alert your colleagues instantly on Slack or via email whenever a new Salesforce record is created or updated, ensuring rapid team awareness.
🔀
Route tasks differently based on submitted field values
Create priority TickTick tasks for enterprise tiers or high-value accounts while routing standard submissions to normal lists automatically.
🔄
Keep your destination task manager updated as records change
Automatically update existing TickTick tasks whenever the matching opportunity stage or task status is modified in Salesforce.
🔍
Search and update instead of creating duplicate tasks
Check for existing records in TickTick before creating new items, ensuring your task lists remain clean and free of unnecessary duplicates.
🏁
Handle later status changes like task completion
Automatically mark TickTick tasks as complete the moment a corresponding case or task is closed out in Salesforce.
🌐
Extend your workflow to Slack or Google Calendar
Connect your core Salesforce and TickTick automation to Slack or Google Calendar to schedule meetings or post team alerts effortlessly.
And much more...

Who is Salesforce + TickTick integration for?

Operations teams, sales reps, and project managers eliminate manual data entry and keep their task lists perfectly synchronised with real-time Salesforce updates.

Sales operations managers
Sales operations managers
Customer support leads
Customer support leads
Account managers
Account managers
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
Quality assurance leads
Quality assurance leads
📈
Sales operations managers
You're reviewing pipeline reports in Salesforce but your execution task lists only update when someone manually copies new records, so the task counts you're planning against are always a few hours behind — with this integration, every new task lands in your task manager instantly and your operational data stays current.
Customer support leads
You manage incoming client cases in Salesforce but find out about urgent requests too late because task assignments require manual copying between systems — this integration means every new case automatically generates a TickTick task the moment it arrives so your team responds without delay.
🤝
Account managers
You answer to key clients who expect prompt progress updates on their open support tickets and deliverables, but manual status tracking leads to overlooked follow-ups — automating both apps means every milestone update flows directly into your task lists so your client reporting is always accurate.
📊
High-volume sales teams
Your team handles hundreds of incoming leads and tasks every day, making manual data entry between Salesforce and task boards impossible to maintain without errors — connecting these apps means every new submission creates a structured task instantly without requiring manual intervention.
🎯
Project coordinators
You depend on upstream sales reps to hand over closed deals and assigned tasks so your project planning can begin, but communication gaps delay your kickoff schedule — this integration means every new opportunity creates your project tasks automatically the second the deal moves forward.
📋
Quality assurance leads
You need a reliable audit history of every client task and case resolution, but manual recordkeeping leaves frequent gaps in your tracking logs — automating both apps means every status change is captured immediately so your historical records remain complete and dependable.
Our team

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Why choose Integrately to automate Salesforce + TickTick

Build and manage your Salesforce + TickTick automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + TickTick with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to TickTick?
Frequently Asked Questions
You can connect Salesforce to TickTick in just 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Slack, Google Calendar, and HubSpot.
Can I automatically create TickTick tasks from new Salesforce tasks?
Frequently Asked Questions
Can I connect Salesforce, TickTick, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and TickTick?
Frequently Asked Questions
How does Salesforce handle task triggers in this integration?
Frequently Asked Questions
Can TickTick tasks be updated when Salesforce opportunities change?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and TickTick?
Frequently Asked Questions
Is the Salesforce and TickTick integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or TickTick With 1500+ Other Apps

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Sync TickTick with project management, calendaring, and productivity tools to keep tasks working across your stack.
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