Overloop + Pivotal Tracker

Overloop + Pivotal Tracker integrations

Create Pivotal Tracker stories for newly-won deals in Overloop

Stay responsive to newly-won deals with this Zap, without slowing down for tedious manual updates. Once this integration is in place, it will automatically generate a Pivotal Tracker story for each deal that's won in Overloop.

When this happens...
Deal WonTriggers when a new deal is won.
TriggerPolling
automatically do this!
Create StoryCreates a new story in a project.
ActionWrite

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More things you can do with Overloop and Pivotal Tracker

Discover other triggers and actions you can use with Overloop and Pivotal Tracker

Deal Created
Triggers when a new deal is created.
Trigger
Polling
Try It
Deal Won
Triggers when a new deal is won.
Trigger
Polling
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Polling
Try It
Pipeline Created
Triggers when a new pipeline is created.
Trigger
Polling
Try It
User Created
Triggers when a new user is created.
Trigger
Polling
Try It

Organization Created
Triggers when a new organization is created.
Trigger
Polling
Try It
Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Polling
Try It

- Title
- Value
- Expected_close_date
- Owner
- Pipeline
  Required
- Prospect
- Organization
Action
Write
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Organization
  Required
- Workflow
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- ID
  Required
Action
Write
- First_name
  Required
- Last_name
  Required
- Company
- Domain
Action
Write
- Id
  Required
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…
  Required
Action
Search
- Expression to search
  Required
Action
Search
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Label
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Description
- Requested By
- Story_type
- Labels
- Integration
- External_id
- Deadline
Action
Write
- Name
  Required
Action
Search or write

Deal Lost
Triggers when a new deal is lost.
Trigger
Polling
Try It
New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Polling
Try It
List Created
Triggers when a new list is created.
Trigger
Polling
Try It
Stage Created
Triggers when a new stage is created.
Trigger
Polling
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- Prospect
  Required
- Campaign
  Required
Action
Write
- Name
  Required
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Deal
  Required
- Workflow
  Required
Action
Write
- Prospect
  Required
- Workflow
  Required
Action
Write
- ID
  Required
Action
Write
- Id
  Required
- Pipeline
  Required
Action
Write
- Id
  Required
- Title
- Value
- Expected_close_date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or email
  Required
- Email
- Title
- First_name
- Last_name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin_profile
- Lists
- Owner
Action
Write
- Name
  Required
Action
Search
- Expression to search…
  Required
Action
Search
New Project
Trigger when a new Project is added.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Name
  Required
Action
Search

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

HelpHelp

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CRM (Customer Relationship Management)

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About Pivotal Tracker

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

HelpHelp

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Project Management

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