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