Do everything in one place
Customize your Freshsales and Pivotal Tracker integration with the following
triggers and actions.
Triggers
When this happens…
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
Any other trigger you can think up
Pivotal Tracker
- New or updated storyNew or updated story in Pivotal Tracker
Any other trigger you can think up
Actions
Do this…
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
Pivotal Tracker
- Custom actionCustom action in Pivotal Tracker (Custom)
- Create commentCreate comment in Pivotal Tracker
- Create storyCreate story in Pivotal Tracker
- Create taskCreate task in Pivotal Tracker
- Delete storyDelete story in Pivotal Tracker
- Get story by IDGet story by ID in Pivotal Tracker
- Get task by IDGet task by ID in Pivotal Tracker
- List tasks in a story BatchList task in story in Pivotal Tracker
- Update storyUpdate story in Pivotal Tracker
- Update taskUpdate task in Pivotal Tracker
Any other action you can think up
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