Connect Leadrat and Pivotal Tracker to Build Intelligent Automations
Ready to use Leadrat and Pivotal Tracker automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when any new activity happens within a project.
New Project
Trigger when a new Project is added.
New Story
Triggers when a new story is added in a project.
Do thisActions
Action is the task that follows automatically within your Leadrat integrations.
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
Create Story
creates a new story in a project
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Frequently Asked Questions
To start, connect both your Leadrat and Pivotal Tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Pivotal Tracker (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in Pivotal Tracker. This includes choosing which data fields go into which fields of Pivotal Tracker, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and Pivotal Tracker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Leadrat and Pivotal Tracker. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn MoreAbout Pivotal Tracker
Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.
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