Connect Pivotal Tracker and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Project
New Story
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Pivotal Tracker and ATZ CRM automations
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.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Pivotal Tracker integrations.
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
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update candidate
Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
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Frequently Asked Questions
To start, connect both your Pivotal Tracker and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pivotal Tracker triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Pivotal Tracker data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Pivotal Tracker and ATZ CRM 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 Pivotal Tracker and ATZ CRM. 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 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 MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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