Create integrations between HelloLeads CRM and Pivotal Tracker
Create Project in Pivotal Tracker when When Lead Becomes Customer in HelloLeads CRM
Find Project in Pivotal-tracker when When Lead Becomes Customer in HelloLeads CRM
Create Story in Pivotal-tracker when When Lead Becomes Customer in HelloLeads CRM
Create Project in Pivotal Tracker when New Lead Added to HelloLeads CRM
Find Project in Pivotal-tracker when New Lead Added to HelloLeads CRM
Create Story in Pivotal-tracker when New Lead Added to HelloLeads CRM
Create Lead in HelloLeads CRM when New Activity in Pivotal-tracker
Create Lead in HelloLeads CRM when New Project in Pivotal-tracker
Create Lead in HelloLeads CRM when New Story in Pivotal Tracker
Actions and Triggers
When this happensTriggers
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
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
Create Lead
Creates a new lead.
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
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
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
© 2025 viaSocket
All rights reserved.