Zapier Integration

With Zapier you can easily connect Pitchbox with your favorite web applications to automate tasks and save time. You can connect any of the 1,000+ integrated apps together to make your own automations. 

Go to Settings → Integrations and click on the Zapier invite link.

Click on Make a Zap! 

Then choose a Trigger App. If you choose to trigger from Pitchbox you will have the following options:

  • Campaign Archived
  • Campaign Created
  • Campaign Deleted
  • Custom Field Updated
  • New Matched Email
  • Milestone Change
  • Opportunity Tagged
  • Opportunity Untagged
  • Task Created
  • Task Deleted
  • Task Completed
  • User Archived
  • User Created

As a best practice, it is recommended to Test your Trigger from Zapier

After your trigger is set, add a action. If you choose Pitchbox for the action, you'll have options for events under Create and Search.

Create

  • Complete Task
  • Create Opportunity
  • Create Opportunity Note
  • Create Task
  • Update Custom Field
  • Change Opportunity Milestone
  • Update Task

Search

  • Get Campaign info
  • Get Email Account Info
  • Get Opportunity Info
  • Get Task Info for Opportunity
  • Get Project Info
  • Get User Info

Depending on your action, there will be specific fields to fill in. For example, the Complete Task action includes the following fields:

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We are very excited to see the automations you will create!

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