Pivotal Tracker + Zoho CRM Integration

Connect Pivotal Tracker to Zoho CRM in 1 click

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Pivotal Tracker + Zoho CRM Integration

Create Zoho CRM module for new Pivotal Tracker story

As any project manager would agree, spreadsheets are essential for tracking progress and ensuring that tasks are completed on time. However, manually creating a new Zoho CRM module for every new Pivotal Tracker story can be time-consuming and error-prone.

This process can be automated using Integrately's Pivotal Tracker - Zoho CRM integration. With this integration, a new Zoho CRM module will be created for every new Pivotal Tracker story.

This will save time and ensure that your project data is always up-to-date.
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Pivotal Tracker + Zoho CRM Integration
1.
  • Pivotal Tracker
    New story is added in Pivotal Tracker
  • Pivotal Tracker
    New activity happens in Pivotal Tracker
  • Pivotal Tracker
    New project is added in Pivotal Tracker
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
2.
  • Pivotal Tracker
    Create story in Pivotal Tracker
  • Pivotal Tracker
    Create project in Pivotal Tracker
  • Pivotal Tracker
    Search project in Pivotal Tracker
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Pivotal Tracker or Zoho CRM With 1200+ Other Apps

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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.

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ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.

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