Integrate Agendor with Pivotal Tracker
Send information between Agendor and Pivotal Tracker automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Pivotal Tracker for every accomplished deal in Agendor
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Pivotal Tracker for every deal won in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new project in Pivotal Tracker.
Create a project within Pivotal Tracker for every accomplished deal in Agendor
Agendor + Pivotal Tracker
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Supported triggers and actions
Integrate Agendor and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
New Project
Triggers when a new project is created
New Activity
Triggers when new activity happens
New Story
Triggers when a new story is created in the selected project
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create company deal
Creates a new company deal
Create person deal
Creates a person deal
Create person
Creates a person .
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Fetch company
Fetches the details of an existing company
Create Project
Creates a new project
Create Story
Creates a new story in the selected project
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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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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