Integrate HubSpot CRM with Pivotal Tracker
Send information between HubSpot CRM and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
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Create a new project in Pivotal Tracker for every deal won in your HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Pivotal Tracker for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Pivotal Tracker.
Create a new project in Pivotal Tracker for every deal won in your HubSpot CRM
HubSpot CRM + Pivotal Tracker
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Supported triggers and actions
Integrate HubSpot CRM and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Engagement created
Triggers when a new engagement is created
Story created
Triggers when a new story is created in the selected project
Project created
Triggers when a new project is created
Activity registered in tracker
Triggers when a new activity is registered in the tracker
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create deal
Creates a new deal
Create task
Creates a new task
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of the contact associated with the specified email
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch company - By ID
Fetches the details of an existing company by ID
Create story
Creates a new story in the selected project
Create project
Creates a new project
Fetch label
Fetches a label by its name
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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What is Pivotal Tracker?
Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.
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