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Pivotal Tracker

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Salesforce

Integrations Pivotal TrackerSalesforce

Create integrations between Pivotal Tracker and Salesforce

whenNew Activity
Add Contact to Campaign

Add Contact to Campaign in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Add File to Record

Add File to Record in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Add Lead to Campaign

Add Lead to Campaign in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Create Contact

Create Contact in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Create Note

Create Note in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Update Contact

Update Contact in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Create Lead

Create Lead in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Update Lead

Update Lead in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Create Record

Create Record in Salesforce when New Activity in Pivotal-tracker

whenNew Activity
Update Record

Update Record in Salesforce when New Activity in Pivotal-tracker

Actions and Triggers

When this happensTriggers

Pivotal Tracker

New Activity

Triggers when any new activity happens within a project.

Pivotal Tracker

New Project

Trigger when a new Project is added.

Pivotal Tracker

New Story

Triggers when a new story is added in a project.

Pivotal Tracker

New Contact

Triggers when a new Contact is created.

Pivotal Tracker

New Lead

Triggers when a new Lead is created.

Pivotal Tracker

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Do thisActions

Pivotal Tracker

Create Project

creates a new project.

Pivotal Tracker

Find Project

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

Pivotal Tracker

Create Story

creates a new story in a project

Pivotal Tracker

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Pivotal Tracker

Add File to Record

Adds an existing file to an existing Record.

Pivotal Tracker

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

Project Management
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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRMSales and CRM
Learn More
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