Integrate Lime Go with Pivotal Tracker
Send information between Lime Go 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 Lime Go
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 Lime Go.
How it works
- The flow triggers when the status of a deal is updated to 'won' in Lime Go.
- Zoho Flow creates a new project in Pivotal Tracker.
Create a new project in Pivotal Tracker for every deal won in Lime Go
Lime Go + Pivotal Tracker
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Supported triggers and actions
Integrate Lime Go and Pivotal Tracker using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer lost
Triggers when the relation for a company is set to 'Was a customer'
Customer added
Triggers when the relation for a company is set to 'Is a customer'
Company in touch
Triggers when the relation for a company is set to 'Been in touch'
Deal lost
Triggers when the status of a deal is updated to 'lost'
Deal won
Triggers when the status of a deal is updated to 'won'
Positive call registered
Triggers when a positive call is registered in a calling list
Company being worked on
Triggers when the relation for a company is set to 'Working on it'
Negative call registered
Triggers when a negative call is registered in a calling list
Deal status updated
Triggers when the status of a deal 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 signal
Creates a new signal
Create Project
Creates a new project
Create Story
Creates a new story in the selected project
What is Lime Go?
Lime Go is a sales tool that helps you keep track of your contacts and collect important information including documents, notes, probability, and history, about your deals.
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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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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