How can I filter for deals only in certain stages?

DryMerge allows you to filter deals based on their stages. Just specify which stages you're interested in, and DryMerge will set up the filter accordingly.

Can I also use this with Wrike instead of Pivotal Tracker?

Yes, you can use this with Wrike instead of Pivotal Tracker. Describe the necessary changes, and DryMerge will adjust the automation to fit Wrike.

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

This automation is used by sales and project management teams to ensure that their project tasks are updated according to changes in the sales pipeline.

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HubSpot + Pivotal Tracker

Update Pivotal Tracker Stories for HubSpot Deal Stage Changes

When a deal stage changes in HubSpot, this automation will update the relevant story in Pivotal Tracker. This keeps your project management in sync with your sales pipeline, ensuring everyone is on the same page.

Deal Stage Changes

Triggers when a deal stage changes in HubSpot.

Update Story

Updates the relevant story in Pivotal Tracker.

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

or pick a common variation below

Update Pivotal Tracker Stories Based on HubSpot Notes

HubSpot + Pivotal Tracker

Create Pivotal Tracker Stories for New HubSpot Prospects

HubSpot + Pivotal Tracker

Create Pivotal Tracker Stories for Updated HubSpot Contacts

HubSpot + Pivotal Tracker

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Pivotal Tracker stories for HubSpot deal stage changes"

Update Pivotal Tracker stories for HubSpot deal stage changes

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 HubSpot + Pivotal Tracker.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

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.