Pitchbox + Salesforce + Filter by Zapier

Create Salesforce records when new Pitchbox opportunities are won

After winning an opportunity in Pitchbox, some teams choose to manage their successes using Salesforce. However, manually transferring data between different platforms can be error-prone. This integration can help, automatically creating a record in Salesforce when a new opportunity milestone in Pitchbox is changed to "Won," seamlessly cloning data needed to nurture existing relationships.

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 Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

Campaign Archived
Triggers when a campaign is archived.
Trigger
Instant
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
Instant
Try It
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
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It

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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
Try It
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
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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

Pitchbox + Salesforce + Filter by Zapier

Create Salesforce records 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 Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

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...

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

About Pitchbox

Related categories

Similar apps

Zapier Interfaces

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Filter by Zapier

Related categories