Integrate HubSpot CRM with Pivotal Tracker

Send information between HubSpot CRM and Pivotal Tracker automatically, without writing any code, using Zoho Flow.

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Create a new project in Pivotal Tracker for every deal won in your HubSpot CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Pivotal Tracker for every deal successfully closed in HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Pivotal Tracker.
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Create a new project in Pivotal Tracker for every deal won in your HubSpot CRM

HubSpot CRM + Pivotal Tracker

Build your own integrations between HubSpot CRM and Pivotal Tracker

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Supported triggers and actions

Integrate HubSpot CRM and Pivotal Tracker using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Email created

Triggers when a new email is created

Deal created

Triggers when a new deal is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

New Activity

Triggers when new activity happens

New Project

Triggers when a new project is created

New Story

Triggers when a new story is created in the selected project

All Actions - Actions are the automated tasks

Create meeting

Creates a new meeting

Create email

Creates a new email

Create company

Creates a new company

Create contact

Creates a new contact

Create task

Creates a new task

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company by ID

Update deal

Updates the details of an existing deal using its ID

Associate CRM entities

Associates two existing CRM entities

Update contact - By email

Updates the details of an existing contact associated with the specified email

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch company - By name

Fetches the details of an existing company by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Create Project

Creates a new project

Create Story

Creates a new story in the selected project

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

What is Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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