Pivotal Tracker + Infusionsoft by Keap Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Pivotal Tracker and Infusionsoft by Keap, with as many as 58 possible integrations. Are you ready to find your productivity superpowers?
Create new Pivotal Tracker projects by tagging new Infusionsoft contacts
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
- A new contact is tagged on Infusionsoft
- Zapier automation creates a new project on Pivotal Tracker
- Pivotal Tracker
It's easy to connect Pivotal Tracker + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.
Trigger when a new story is added in a project.
Creates a new project.
Triggers when any new activity happens within a project.
Creates a new story in a project.
Triggers when a tag gets added to a contact for the first time.
Creates a new contact. Can be used to update existing contacts too.
Triggers when you add a new opportunity.
Applies a tag to an existing contact.
Triggers when a contact subscribes to plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
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