Integrate OnePageCRM with Pivotal Tracker
Send information between OnePageCRM and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Pivotal Tracker for every deal won in OnePageCRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Pivotal Tracker for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Pivotal Tracker.
Create a new project in Pivotal Tracker for every deal won in OnePageCRM
OnePageCRM + Pivotal Tracker
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Supported triggers and actions
Integrate OnePageCRM and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact 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 contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
