Connect Pivotal Tracker and Sanchay Crm
Integrate Pivotal Tracker with Sanchay Crm to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Sanchay CRM when New Activity in Pivotal-tracker
Create Lead in Sanchay CRM when New Activity in Pivotal-tracker
View Lead Contacts in Sanchay CRM when New Activity in Pivotal-tracker
Create Task in Sanchay CRM when New Activity in Pivotal-tracker
Create Product in Sanchay CRM when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Sanchay 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
Sanchay Crm
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Add Contact to Sanchay CRM when New Activity in Pivotal-tracker
Use this flowCreate Lead in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowView Lead Contacts in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowCreate Task in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowCreate Product in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowCreate New User in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowInsert or Update Data With Linking Module in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowGet Module Fields from Sanchay CRM when New Activity in Pivotal-tracker
Use this flowUpdate Ticket in Sanchay CRM when New Activity in Pivotal-tracker
Use this flowAdd Contact to Sanchay CRM when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Sanchay 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 Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
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
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
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
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Sanchay 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 Sanchay 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 Sanchay Crm. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Sanchay Crm, and a separate workflow where Sanchay 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 Sanchay 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 Sanchay Crm integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
