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 → Account 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 options for New Email, New Task, and Milestone Change.

After your trigger is set, add a action. If you choose Pitchbox for the action, you'll have options for Create Opportunity, Update Opportunity, Create task, or Find Opportunity. 

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