Can I filter for deals lost to specific competitors?

Yes, you can specify which competitors' lost deals you want to track, and DryMerge will set it up.

Can I assign the task to a specific team member?

Certainly, you can specify which team member the task should be assigned to in Pivotal Tracker.

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

This automation is widely used by sales analysts and project managers to review and strategize on lost sales opportunities.

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Pipedrive + Pivotal Tracker

Track Lost Pipedrive Deals in Pivotal Tracker

Monitor and analyze lost sales opportunities by creating tasks in Pivotal Tracker whenever a deal is marked as lost in Pipedrive. This helps sales and project teams identify patterns and improve strategies.

Lost Pipedrive Deal

Triggers when a deal is marked as lost in Pipedrive.

Create Pivotal Tracker Task

Creates a task in Pivotal Tracker to review the lost deal.

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

or pick a common variation below

Log Pipedrive Deals in Pivotal Tracker for Follow-Up

Pipedrive + Pivotal Tracker

Flag Important Pipedrive Deals in Pivotal Tracker

Pipedrive + Pivotal Tracker

Add New Pipedrive Deals to Pivotal Tracker

Pipedrive + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track lost Pipedrive deals in Pivotal Tracker"

Track lost Pipedrive deals 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 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.