How can I filter for accounts of a certain size or industry?

Specify the criteria for accounts you want to track, such as size or industry, and DryMerge will only create stories for those specified.

Can I use this with a different project management tool?

Yes, you can use this with a different project management tool instead of Pivotal Tracker. Simply define the changes needed, and DryMerge will adjust accordingly.

Who benefits from this automation?

Account managers and project teams who need to stay aligned with new client accounts will find this automation useful.

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Pivotal Tracker + Zoho CRM

Create Pivotal Tracker Stories for New Zoho CRM Accounts

Boost coordination by creating Pivotal Tracker stories for every new account added in Zoho CRM. Keep your team aligned and proactive with each new client account.

New Account Added

Triggers when a new account is added in Zoho CRM.

Create Story

Creates a new story in Pivotal Tracker.

See more Pivotal Tracker to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Pivotal Tracker Stories for Zoho CRM Case Closures

Pivotal Tracker + Zoho CRM

Update Pivotal Tracker Stories for Zoho CRM Contact Changes

Pivotal Tracker + Zoho CRM

Create Pivotal Tracker Notes for New Zoho CRM Contacts

Pivotal Tracker + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pivotal Tracker stories for new Zoho CRM accounts"

Create Pivotal Tracker stories for new Zoho CRM accounts

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pivotal Tracker + Zoho CRM.

New Project

Triggers when a new project is created in Pivotal Tracker

New Story

Triggers when a new story is created in a Pivotal Tracker project

Updated Story

Triggers when a story is updated in a Pivotal Tracker project

New Task

Triggers when a new task is added to a story in Pivotal Tracker

Updated Task

Triggers when a task is updated in a Pivotal Tracker story

New Comment

Triggers when a new comment is added to a story in Pivotal Tracker

New Label

Triggers when a new label is created in Pivotal Tracker

New Epic

Triggers when a new epic is created in Pivotal Tracker

New Release

Triggers when a new release is created in Pivotal Tracker

Create Project

Creates a new project in Pivotal Tracker

Update Project

Updates an existing project in Pivotal Tracker

Delete Project

Deletes a project from Pivotal Tracker

App details

Pivotal Tracker

Pivotal Tracker is an agile project management tool. Plan and track software development projects, manage user stories and tasks, and collaborate with team members to deliver high-quality software.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.