Can I filter which leads turn into stories?

You can filter leads based on criteria such as lead source, industry, or owner to ensure only relevant leads are converted into stories.

Can I assign the story to a specific project?

Yes, you can specify which Pivotal Tracker project the new stories should be created in.

Which people use this automation? What do they use it for?

Sales and project management teams use this automation to ensure that new business opportunities are translated into actionable development tasks efficiently.

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Pivotal Tracker + Salesforce

Create Pivotal Tracker Stories from New Salesforce Leads

Align your sales and development efforts by automatically creating Pivotal Tracker stories for new Salesforce leads. This ensures new prospects are tracked and actionable in your project plans.

New Lead Created

Triggers when a new lead is created in Salesforce.

Create Pivotal Tracker Story

Creates a new story in Pivotal Tracker from the Salesforce lead.

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

or pick a common variation below

Create Pivotal Tracker Stories from New Salesforce Cases

Pivotal Tracker + Salesforce

Update Pivotal Tracker Stories for New Salesforce Opportunities

Pivotal Tracker + Salesforce

Create Pivotal Tracker Stories for High-Value Salesforce Leads

Pivotal Tracker + Salesforce

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 from new Salesforce leads"

Create Pivotal Tracker stories from new Salesforce leads

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 + Salesforce.

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.