Pipedrive + Pitchbox + Filter by Zapier

Create Pipedrive deals when new Pitchbox opportunities are won

Once outreach is complete and an opportunity has been won, some teams manage their wins in another platform, like Pipedrive. However, transferring data manually between tools can result in mistakes. This automation creates deals in Pipedrive when new opportunity milestones in Pitchbox have been changed to "Won," allowing data to be copied error-free. Nurture existing relationships without wasting time on data entry.

When this happens...
Milestone Change
Triggers when an opportunity milestone is changed.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

Campaign Archived
Triggers when a campaign is archived.
Trigger
Instant
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
Instant
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New Matched Email
Triggers when an email is matched.
Trigger
Instant
Try It
Opportunity Tagged
Triggers when a tag is added to an opportunity.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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Task Completed
Triggers when a task is marked as complete.
Trigger
Instant
Try It
User Created
Triggers when a user is created.
Trigger
Instant
Try It

- UrlRequired
- Campaign IDRequired
Action
Write
- Project IDRequired
- NameRequired
- DescriptionRequired
- Opportunity ID
- Campaign ID
- Assigned To User ID
- Due Date
- Automatically mark as complete when opportunity receives an email reply
- Automatically mark as complete when opportunity milestone is changed
Action
Write
- Opportunity IDRequired
- New MilestoneRequired
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email AddressRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Enable product
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time Use combined date and time field
- Duration
- Free or busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search type
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
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Custom Field Updated
Triggers when a custom field is updated.
Trigger
Instant
Try It
Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
Try It
Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
User Archived
Triggers when a user is archived.
Trigger
Instant
Try It
- Task IDRequired
- Completed By User IDRequired
Action
Write
- Opportunity IDRequired
- Note contentRequired
Action
Write
- Opportunity IDRequired
- Custom Field TokenRequired
- New ValueRequired
Action
Write
- Task IDRequired
- New Name
- New Description
- New Assigned To User ID
- New Due Date
- New Autocomplete On Communication (T/F)
- New Autocomplete On Milestone (T/F)
Action
Write
- Communication IDRequired
Action
Search
- Project IDRequired
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity IDRequired
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task IDRequired
Action
Search
- Only continue if...Required
Action
Filter
- Activity filterRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Pitchbox

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Pipedrive + Pitchbox + Filter by Zapier

Create Pipedrive deals when new Pitchbox opportunities are won

Campaign Archived

Campaign Deleted

New Matched Email

Opportunity Tagged

Task Created

Task Completed

User Created

Create Opportunity

Create Task

Change Opportunity Milestone

Get Campaign Info

Get Email Account Info

Get Opportunity Info

Get Project Info

Get User Info

New Activity

New Deal

New Lead

New Organization

New Person

New Project

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Create Project

Update Activity

Update Lead

Update Person

Update Task

Find Activity

Find deals associated with a person

Find Lead

Retrieve Note

Find Organization

Find Product

Find Project(s)

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

Find or Create Project

Campaign Created

Custom Field Updated

Milestone Change

Opportunity Untagged

Task Deleted

User Archived

Complete Task

Create Opportunity Note

Update Custom Field

Update Task

Get Communication Info

Search Opportunities

Search Opportunity Tasks

Get Task Info

Only continue if...

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Deal

Update Organization

Update Project

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