Connect Pivotal Tracker and Perfex CRM
Integrate Pivotal Tracker with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Perfexcrm when New Activity in Pivotal-tracker
Create Contract in Perfexcrm when New Activity in Pivotal-tracker
Create Customer in Perfexcrm when New Activity in Pivotal-tracker
Create Estimate in Perfex CRM when New Activity in Pivotal-tracker
Create Project in Perfexcrm when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Perfex 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
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Contract in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Customer in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Estimate in Perfex CRM when New Activity in Pivotal-tracker
Use this flowCreate Project in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Proposal in Perfex CRM when New Activity in Pivotal-tracker
Use this flowCreate Task in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Ticket in Perfex CRM when New Activity in Pivotal-tracker
Use this flowCreate Timesheet in Perfexcrm when New Activity in Pivotal-tracker
Use this flowCreate Lead in Perfexcrm when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Perfex 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 Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
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 Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
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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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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Perfex 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 Perfex 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Perfex CRM, and a separate workflow where Perfex 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 Perfex 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 Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
