Can I filter which stakeholders get added to Salesforce?

Yes, you can filter stakeholders based on their role, project, or contribution level to ensure only relevant contacts are added to Salesforce.

Can I map specific stakeholder details to Salesforce fields?

Yes, you can map specific stakeholder details such as contact information and roles to corresponding fields in Salesforce for accurate data entry.

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

Project managers and CRM administrators use this automation to ensure all key contacts are consistently captured and updated in their CRM for better project management and communication.

Pivotal Tracker + Salesforce

Create Salesforce Contacts from Pivotal Tracker Stakeholders

Ensure all relevant contacts are up-to-date by creating Salesforce contacts for new stakeholders added in Pivotal Tracker. This keeps your CRM enriched with all key project contributors.

New Stakeholder Added

Triggers when a new stakeholder is added in Pivotal Tracker.

Create Salesforce Contact

Creates a new contact in Salesforce based on the stakeholder's details.

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

or pick a common variation below

Create Salesforce Tasks for Unplanned Pivotal Tracker Stories

Pivotal Tracker + Salesforce

Update Salesforce Fields for Pivotal Tracker Story Changes

Pivotal Tracker + Salesforce

Update Salesforce Records for Completed Pivotal Tracker Stories

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 Salesforce contacts from Pivotal Tracker stakeholders"

Create Salesforce contacts from Pivotal Tracker stakeholders

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.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

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.