Infusionsoft by Keap
When this happens...
Infusionsoft by KeapTag Added to Contact (Legacy)
Then do this...
Pivotal TrackerCreate Project

Your CRM is already the command center for your network—use it to kick off projects efficiently as well. Let Zapier know what tag to watch for, and you're all set: From then on, whenever a contact is tagged with your chosen terms on Infusionsoft, a new project will be created for them on Pivotal Tracker as well, ensuring you always hit the ground running.

How this Infusionsoft-Pivotal Tracker integration works

  1. A new contact is tagged on Infusionsoft
  2. Zapier automation creates a new project on Pivotal Tracker

Apps involved

  • Infusionsoft
  • Pivotal Tracker

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft by Keap + Pivotal Tracker and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

New Subscription

Triggers when a contact subscribes to plan.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Create Project

Creates a new project.

New Contact

Triggers when you add a new contact.

Create Story

Creates a new story in a project.

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Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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Pivotal Tracker is a collaborative, project management tool for developers and agile product management teams.

See Pivotal Tracker Integrations