Connect Pivotal Tracker and Close to Build Intelligent Automations

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Pivotal Tracker

When this happens...

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Close

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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.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Do thisActions

Action is the task that follows automatically within your Pivotal Tracker integrations.

Create Project

Create Project

creates a new project.

Find Project

Find Project

Finds an existing project by exact name match. Optionally, create a project if none are found.

Create Story

Create Story

creates a new story in a project

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Pivotal Tracker data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

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

The data sync between Pivotal Tracker and Close 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 Pivotal Tracker to Close?

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 Pivotal Tracker and Close?

Yes, you can set conditional logic to control the flow of data between Pivotal Tracker and Close. 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.

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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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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