How Does Pitchbox Handle Contact Forms?

Pitchbox handles opportunities that use contact forms differently to opportunities that have an email available. You can still reach out to an opportunity even if it doesn’t have a contact!

While personalizing, open the site in a new tab and find the contact form URL. Pitchbox will do this for you where possible. Add the contact form URL while personalizing in the Contact Form field.

When composing, copy your template into your email like normal and click 'Preview and Send'.

You will be taken to a screen that has your email template and a button that says 'Copy Body to Clipboard and Open Form'. Click this button to open the contact form in a new tab and copy in your message. 

When you are done, submit the contact form and click the 'Mark as Sent' button. This will add your message as a sent opportunity in Pitchbox.

When the outreach sequence is ready to send your next email, you will see the opportunity ready to send in the Compose stage of the workflow.