Can I filter for leads based on specific criteria?

Absolutely, define the criteria for leads you wish to create tasks for, and DryMerge will handle the rest.

Can this be done with other lead management systems?

Yes, you can integrate DryMerge with other lead management systems besides Zoho CRM.

Who typically uses this automation?

Sales teams who need to keep track of their leads and ensure timely follow-ups will find this automation useful.

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Pivotal Tracker + Zoho CRM

Create Pivotal Tracker Tasks for New Leads in Zoho CRM

Keep track of your leads by creating tasks in Pivotal Tracker for each new lead added in Zoho CRM. This ensures you never miss following up on potential opportunities.

New Lead Added

Triggers when a new lead is added in Zoho CRM.

Create Task

Creates a new task 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 Tasks for New Zoho CRM Opportunities

Pivotal Tracker + Zoho CRM

Create Pivotal Tracker Tasks for Upcoming Zoho CRM Deadlines

Pivotal Tracker + Zoho CRM

Create Pivotal Tracker Tasks for Zoho CRM Lead Status Changes

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 tasks for new leads in Zoho CRM"

Create Pivotal Tracker tasks for new leads in Zoho CRM

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.