Connect Pivotal Tracker and Solve CRM
Integrate Pivotal Tracker with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Activity in Pivotal-tracker
Create a Contact in Solve CRM when New Activity in Pivotal-tracker
List Contact in Solve CRM when New Activity in Pivotal-tracker
List Ownership in Solve-crm when New Activity in Pivotal-tracker
List Category Tags from Solve CRM when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Solve 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Activity in Pivotal-tracker
Use this flowCreate a Contact in Solve CRM when New Activity in Pivotal-tracker
Use this flowList Contact in Solve CRM when New Activity in Pivotal-tracker
Use this flowList Ownership in Solve-crm when New Activity in Pivotal-tracker
Use this flowList Category Tags from Solve CRM when New Activity in Pivotal-tracker
Use this flowList Fields in Solve-crm when New Activity in Pivotal-tracker
Use this flowCreate a Company in Solve360 when New Project in Pivotal-tracker
Use this flowCreate a Contact in Solve CRM when New Project in Pivotal-tracker
Use this flowList Contact in Solve CRM when New Project in Pivotal-tracker
Use this flowList Ownership in Solve-crm when New Project in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Solve 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 Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Solve 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 Solve 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 Solve CRM. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Solve CRM, and a separate workflow where Solve 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 Solve 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 Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
