Pivotal Tracker + Wealthbox CRM Integration

Connect Pivotal Tracker to Wealthbox CRM in 1 click

Integrate Pivotal Tracker + Wealthbox CRM For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Pivotal Tracker + Wealthbox CRM Workflows

Create Pivotal Tracker story for new Wealthbox CRM contact

Wealthbox CRM + Pivotal Tracker Integration

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Create Your Own Pivotal Tracker & Wealthbox CRM Integration Without Any Code

Create Custom Workflow

New story is added in Pivotal Tracker
New activity happens in Pivotal Tracker
New project is added in Pivotal Tracker
Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox CRM

Create story in Pivotal Tracker
Create project in Pivotal Tracker
Search project in Pivotal Tracker
Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM

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Integrate Pivotal Tracker & Wealthbox CRM In 1 Click
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You Can Also Connect Pivotal Tracker or Wealthbox CRM With 1200+ Other Apps

Pivotal Tracker is your agile project management and planning tool. Quickly organize and track work, build roadmaps in story points, estimate effort for tasks and projects, and break down stories into actionable tasks.

See Pivotal Tracker Integrations

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations