Automate anything with pivotal-tracker & zoho-crm Integrations!

When this happens

Triggers

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.

Do this

Actions

zoho-crm
Search a record

Search a record in a module

zoho-crm
Update a lead

Update an existing lead by its id

zoho-crm
Create a Note

Create a note in the selected module

zoho-crm
Create a lead

Creates a new lead

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Zoho CRM
About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

Pivotal Tracker
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.

Integrations run at

viasocket