Zoho CRM

CRM (Customer Relationship Management)

Pivotal Tracker

Project Management

Integrations Zoho CRM Pivotal Tracker

Create integrations between Zoho CRM and Pivotal Tracker

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Search a record in Zoho-crm when New Activity in Pivotal-tracker

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Update a lead in Zoho-crm when New Activity in Pivotal-tracker

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Create a Note in Zoho-crm when New Activity in Pivotal-tracker

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Create a lead in Zoho-crm when New Activity in Pivotal-tracker

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Search a record in Zoho-crm when New Project in Pivotal-tracker

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Update a lead in Zoho-crm when New Project in Pivotal-tracker

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Create a Note in Zoho-crm when New Project in Pivotal-tracker

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Create a lead in Zoho-crm when New Project in Pivotal-tracker

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Search a record in Zoho-crm when New Story in Pivotal Tracker

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Update a lead in Zoho-crm when New Story in Pivotal Tracker

Actions and Triggers

Triggers

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.

Actions

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Create Project

creates a new project.

Find Project

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

Know More About
Viasocket Integrations

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5 Simple Automation Hacks to make your Team free.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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.

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.

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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.

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