Work smarter, not harder! With Zapier, you can easily connect Pitchbox to your other favorite web applications to automate tasks and save time. Choose from any of the 5,000+ integrated apps and create automations that optimize your unique workflow.
How to Connect
- Go to the Settings menu and select Integrations (only accessible to Admin users)
- Click on the blue Connect to Zapier button. This will take you to Pitchbox’s landing page on Zapier’s website.
- Click on the orange Connect Pitchbox button on Zapier’s website.
- Sign up for a new Zapier account or Log in to an existing one.
- + Create Zap with Pitchbox!
How to Create
We're very excited to unveil our expanded capabilities. New triggers, and searches, and actions, oh my!
First, Select a Trigger
A trigger is an event that starts a Zap. In Pitchbox, the following events can be used as triggers:
|Campaign Archived||Triggers when a campaign is archived|
|Campaign Created||Triggers when a campaign is created|
|Campaign Deleted||Triggers when a campaign is deleted|
|Custom Field Updated||Triggers when a custom field is updated|
|New Matched Email||Triggers when an email is matched|
|Milestone Change||Triggers when an opportunity milestone is changed|
|Opportunity Tagged||Triggers when a tag is added to an opportunity|
|Task Created||Triggers when a task is created|
|Task Deleted||Triggers when a task is deleted|
|Task Completed||Triggers when a task is marked as complete|
|User Archived||Triggers when a user is archived|
|User Created||Triggers when a user is created|
Then Select an Action
An action is an event a Zap performs after it starts. Pitchbox can perform tasks and find information by using the following actions and searches:
|Change Opportunity Milestone||Changes an opportunity's milestone|
|Complete Task||Completes a task|
|Create Opportunity||Creates a new opportunity|
|Create Opportunity Note||Creates a note on an opportunity|
|Create Task||Creates a new task|
|Update Custom Field||Updates a custom field value|
|Update Task||Updates a task|
|Get Campaign Info||Returns information about a campaign|
|Get Communication Info||Returns information about an email communication|
|Get Email Account Info||Returns information about a connected email account|
|Get Opportunity Info||Returns information about an opportunity|
|Get Project Info||Returns information about a project|
|Get Task Info||Returns information about a task|
|Get User Info||Returns information about a user|
|Search Opportunities||Finds opportunities|
|Search Opportunity Tasks||Finds tasks related to a given opportunity|
After selecting an action, you will be prompted to provide relevant information to complete the Zap setup. For example, the Change Opportunity Milestone in Pitchbox V2 action requires the Opportunity ID and the New Milestone.
Lastly, Test and Publish Your Zap!
While it is possible to skip tests, we strongly recommend testing all triggers and actions during Zap setup to ensure your automation is working as expected.
Congratulations on making your day easier! We can't wait to see all the creative ways our customers will increase their productivity and gain back a little time for themselves.