Integrations
Connect Tickmark to external services for enhanced functionality. Workspace-level integrations live under Settings → App Integrations, while the CRM channel integrations (Meta Lead Ads and WhatsApp) are configured per sales funnel.
Workspace Integrations
Google Calendar
Sync your Tickmark schedule with Google Calendar so you never miss a task.
Connect
Navigate to Settings → App Integrations and click Connect on the Google Calendar card.
Authorize
Sign in with your Google account and grant calendar access. The card switches to Connected.
You can revoke access at any time with the Disconnect button on the same card.
Public API Integration
Send data into Tickmark directly from your own website — for example, submitting your web form’s enquiries as leads.
Open the Manager
Go to Settings → App Integrations and click Manage on the Public API Integration card.
Register Your Website
Enter your website’s URL and submit. Tickmark generates an API key for that site.
Copy Your API Key
Use Copy to Clipboard and store the key securely — it is displayed only once and cannot be viewed again later.
The dialog also lists your existing API integrations with their websites, and lets you delete an integration to revoke its key.
Treat API keys like passwords. If a key is exposed, delete the integration and create a new one.
CRM Channel Integrations
Meta Lead Ads and WhatsApp are attached to individual sales funnels. Open CRM → Sales Funnel → Settings and switch to the Integrations tab of the funnel you want to connect. See Sales Funnel for funnel basics.
Meta Lead Ads
Automatically capture leads from Facebook and Instagram lead ad campaigns into a funnel.
Connect Your Facebook Account
In the funnel’s Integrations tab, click connect and authorize Tickmark with your Facebook account via OAuth.
Select a Page
Choose which Facebook page (and its lead forms) to connect to this funnel.
Map Lead Fields
Map the Facebook lead form fields to your Tickmark lead fields (name, email, phone, and more). Sensible default mappings are pre-filled — adjust them to match your form.
Configure & Activate
Optionally enable import historical leads to pull in leads the form has already collected, then create the integration.
Once active:
- New leads arrive in the funnel automatically in real time.
- You can trigger a manual sync from the integration card to fetch recent leads on demand.
- You can remove the integration at any time to stop the flow.
Captured leads appear in your Leads list inside the connected funnel, entering at the funnel’s first stage by default.
Send WhatsApp Business template messages to leads and keep the full conversation history on each lead. WhatsApp is also connected per funnel from the same Integrations tab.
Setting Up
Connect WhatsApp Business
Click Connect WhatsApp Business and sign in through Meta’s OAuth flow.
Select Business Account
Pick the WhatsApp Business Account (WABA) to use.
Select Phone Number
Choose which of the account’s phone numbers should send messages for this funnel.
Confirm
Review your selections and finish the setup.
Message Templates
WhatsApp requires pre-approved templates for outbound messages. From the integration you can:
- View the templates available on your WhatsApp Business Account
- Create new templates, and edit or delete existing ones
Sending Messages
| Where | What you can do |
|---|---|
| Lead detail page | Click Send WhatsApp, pick a template, and message that lead directly |
| Funnel board | Use Bulk WhatsApp on the kanban board to send a template message to many leads at once |
| Lead detail → WhatsApp tab | Review the full WhatsApp message history for that lead |
WhatsApp integration requires a WhatsApp Business account with Meta. Template messages must comply with WhatsApp’s template approval rules before they can be sent.