Can I filter for calls with certain keywords?

Yes, you can specify which keywords should trigger the automation for follow-up calls.

Can I assign the task to a specific person?

Absolutely, you can designate the task to a specific individual in Pivotal Tracker.

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

This automation is used by sales teams and account managers to ensure follow-up calls are tracked and actioned.

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Pipedrive + Pivotal Tracker

Create Pivotal Tracker Tasks for Follow-Up Calls Scheduled in Pipedrive

Ensure timely follow-ups on deals by creating tasks in Pivotal Tracker whenever a follow-up call is scheduled in Pipedrive. This helps sales and project teams stay coordinated.

Scheduled Follow-Up Call

Triggers when a follow-up call is scheduled for a deal in Pipedrive.

Create Pivotal Tracker Task

Creates a task in Pivotal Tracker for the follow-up call.

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

or pick a common variation below

Create Pivotal Tracker Tasks from Pipedrive Lead Notes

Pipedrive + Pivotal Tracker

Create Pivotal Tracker Tasks for New Deals Assigned in Pipedrive

Pipedrive + Pivotal Tracker

Update Pivotal Tracker Tasks from Updated Pipedrive Notes

Pipedrive + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pivotal Tracker tasks for follow-up calls scheduled in Pipedrive"

Create Pivotal Tracker tasks for follow-up calls scheduled in Pipedrive

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 Pipedrive + Pivotal Tracker.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

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.