Connect Pivotal Tracker and Kylas CRM
Integrate Pivotal Tracker with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Pivotal Tracker when New Contact in Kylas-crm
Find Project in Pivotal-tracker when New Contact in Kylas-crm
Create Story in Pivotal-tracker when New Contact in Kylas-crm
Create Project in Pivotal Tracker when Lead Updated in Kylas-crm
Find Project in Pivotal-tracker when Lead Updated in Kylas-crm
Popular Pivotal Tracker + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Pivotal Tracker
When this happens...
New Activity
New Project
New Story
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create Project in Pivotal Tracker when New Contact in Kylas-crm
Use this flowFind Project in Pivotal-tracker when New Contact in Kylas-crm
Use this flowCreate Story in Pivotal-tracker when New Contact in Kylas-crm
Use this flowCreate Project in Pivotal Tracker when Lead Updated in Kylas-crm
Use this flowFind Project in Pivotal-tracker when Lead Updated in Kylas-crm
Use this flowCreate Story in Pivotal-tracker when Lead Updated in Kylas-crm
Use this flowCreate Project in Pivotal Tracker when New Deal in Kylas-crm
Use this flowFind Project in Pivotal-tracker when New Deal in Kylas-crm
Use this flowCreate Story in Pivotal-tracker when New Deal in Kylas-crm
Use this flowCreate or Update Lead in Kylas CRM when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Kylas CRM.
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.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Lead Updated
Triggers when a lead is updated in Kylas 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 or Update Lead
Create a lead in Kylas CRM; update or skip if a duplicate phone or email is found.
Create Contact
Creates a Contact on Kylas CRM.
Create Company
Creates a new company on Kylas CRM.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pivotal Tracker and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Pivotal Tracker. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pivotal Tracker and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
