How can I filter for high-value sales inquiries?

Filter inquiries based on criteria such as deal size, customer segment, or specific keywords to prioritize high-value leads.

Can I customize the task priority based on inquiry type?

Yes, you can set priority levels for tasks based on the type or importance of the sales inquiry.

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

Sales teams and account managers use this automation to ensure timely follow-ups and streamlined tracking of sales opportunities.

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Jotform + Pivotal Tracker

Log Jotform Sale Inquiries as Tasks in Pivotal Tracker

Keep track of sales inquiries by automatically creating tasks in Pivotal Tracker for each new inquiry submitted through Jotform, ensuring prompt follow-ups and efficient sales tracking.

New Sale Inquiry

Triggers when a new sale inquiry is submitted.

Create Sales Task

Creates a task in Pivotal Tracker to track the sales inquiry.

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

or pick a common variation below

Convert Jotform Leads to Tasks in Pivotal Tracker

Jotform + Pivotal Tracker

Track Jotform Event Registrations in Pivotal Tracker

Jotform + Pivotal Tracker

Track Product Testing Results in Pivotal Tracker from Jotform

Jotform + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Jotform sale inquiries as tasks in Pivotal Tracker"

Log Jotform sale inquiries as tasks in Pivotal Tracker

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 Jotform + Pivotal Tracker.

Assign Jotform Form

Assigns a Jotform form to a specified user

Create Jotform Submission

Creates a new submission for a specified Jotform form

Assign Prefilled Jotform Form

Assigns a prefilled Jotform form to a specified user

New Jotform Submission

Triggers when a new form submission is received in Jotform

New Jotform Signed Document

Triggers when a new document is signed in Jotform

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

App details

Jotform

Jotform is an online form builder for creating custom forms without writing code. Create online forms and surveys, collect submissions, and sync data with other tools.

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.