Create integrations between Freshsales Suite and Pivotal Tracker
Create Project in Pivotal Tracker when New Contact in Freshsalessuite
Find Project in Pivotal-tracker when New Contact in Freshsalessuite
Create Story in Pivotal-tracker when New Contact in Freshsalessuite
Create Project in Pivotal Tracker when New Account in Freshsalessuite
Find Project in Pivotal-tracker when New Account in Freshsalessuite
Create Story in Pivotal-tracker when New Account in Freshsalessuite
Create Project in Pivotal Tracker when New Deal in Freshsalessuite
Find Project in Pivotal-tracker when New Deal in Freshsalessuite
Create Story in Pivotal-tracker when New Deal in Freshsalessuite
Create Project in Pivotal Tracker when Deal Updated in Freshsales Suite
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deal
Triggers when a new deal is created.
Deal Updated
Triggers when an existing deal is updated.
Account Updated
Triggers when an existing account is updated.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Add Note to Contact
Add a note to a contact.
Find User
Finds an existing user by email id
Create Note
Creates a note inside the selected module inside freshsales suite.
Find Deal
Finds an existing deal
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
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Frequently Asked Questions
About Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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.
Learn More
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