Integrations Leadsquared Pivotal Tracker
Leadsquared + Pivotal Tracker

Connect Leadsquared and Pivotal Tracker to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

Pivotal Tracker

Automatically do this!

Ready to use Leadsquared and Pivotal Tracker automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when any new activity happens within a project.

New Project

New Project

Trigger when a new Project is added.

New Story

New Story

Triggers when a new story is added in a project.

Request a new Trigger for Leadsquared

Do thisActions

Action is the task that follows automatically within your Leadsquared integrations.

Create a new lead

Create a new lead

Create a lead in LeadSquared

Find a lead by email id

Find a lead by email id

Find a lead using email id

Find Lead by Phone

Find Lead by Phone

Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.

Create activity on a lead

Create activity on a lead

Post an Activity on a Lead

Search Lead by Criteria

Search Lead by Criteria

Search lead by criteria

Search Leads by Date

Search Leads by Date

Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

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Frequently Asked Questions

How do I start an integration between Leadsquared and Pivotal Tracker?

To start, connect both your Leadsquared and Pivotal Tracker accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Pivotal Tracker (or vice versa).

Can we customize how data from Leadsquared is recorded in Pivotal Tracker?

Absolutely. You can customize how Leadsquared 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.

How often does the data sync between Leadsquared and Pivotal Tracker?

The data sync between Leadsquared and Pivotal Tracker typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Leadsquared to Pivotal Tracker?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Leadsquared and Pivotal Tracker?

Yes, you can set conditional logic to control the flow of data between Leadsquared 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.

Leadsquared

About Leadsquared

Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.

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Pivotal Tracker

About 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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