How can I filter which stories trigger the update?

You can set filters based on criteria like story type, label, or owner in Pivotal Tracker to trigger updates only for relevant stories.

Can I only update specific fields in Salesforce?

Yes, you can specify which fields in Salesforce should be updated when a story is completed in Pivotal Tracker.

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

Sales and account managers use this automation to keep track of project progress and ensure that customer records always reflect the latest updates.

Pivotal Tracker + Salesforce

Update Salesforce Records for Completed Pivotal Tracker Stories

Keep your Salesforce records current by automatically updating them whenever a story in Pivotal Tracker is marked as completed. This automation helps to ensure your CRM is always in sync with your project status.

Story Completed

Triggers when a story is marked as completed in Pivotal Tracker.

Update Salesforce Record

Updates the relevant Salesforce record to reflect the story's completion.

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

Send Slack Notifications for New 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, "Update Salesforce records for completed Pivotal Tracker stories"

Update Salesforce records for completed Pivotal Tracker stories

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.