Airtable + Pitchbox + Filter by Zapier

Create Airtable records when new Pitchbox opportunities are won

Communication between teams can cause bottlenecks. This automation helps avoid delays by creating records in Airtable when new opportunity milestones in Pitchbox are changed to "Won." Now teams are on the same page instantly!

Communication between teams can cause bottlenecks. This automation helps avoid delays by creating records in Airtable when new opportunity milestones in Pitchbox are changed to "Won." Now teams are on the same page instantly!

  1. When this happens...
    PitchboxPitchbox
    Milestone Change

    Triggers when an opportunity milestone is changed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pitchbox triggers, actions, and search

    Campaign Created

    Triggers when a campaign is created.

    Trigger
    Instant
    Try It
  • Pitchbox triggers, actions, and search

    Custom Field Updated

    Triggers when a custom field is updated.

    Trigger
    Instant
    Try It
  • Pitchbox triggers, actions, and search

    Milestone Change

    Triggers when an opportunity milestone is changed.

    Trigger
    Instant
    Try It
  • Pitchbox triggers, actions, and search

    Opportunity Untagged

    Triggers when a tag is removed from an opportunity.

    Trigger
    Instant
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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pitchbox logo
pitchbox logo

About Pitchbox

Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.

Related categories

  • Marketing Automation

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier