Pitchbox is your go-to platform for email outreach, but we totally understand that there may be other applications in your stack that you use on a day-to-day basis. With Zapier, you can easily connect Pitchbox with your favorite tools, apps, and services.
Zapier is a third-party integration platform that lets you connect Pitchbox to 1,500+ other apps and services.
Connections called Zaps, automate your day-to-day tasks and build workflows saving your team time and increasing productivity…and at Pitchbox, we are all about productivity!
Zaps can be set up in minutes and require no coding (that’s right, no coding). Each Zap begins with a “Trigger,” an action in a specified app, where your information comes from and which causes one or more “Actions” in other apps (where your data is sent).
Select your Triggers and Actions to automate specific tasks. For example, if you’re working in Pitchbox and you want to notify your content writers in Trello to write a new article, create a Zap so that anytime an opportunity is moved to the Negotiation milestone, a card is created in Trello. It’s that easy!
To make a Zap with Pitchbox, you’ll need to login to Zapier or create a new account.
If it helps, you can think of the two main components (triggers and actions) of Zaps in the following terms:
“When this happens..” (trigger) ???? “Do this…” (action)
From your dashboard in Zapier, click on Make a Zap. You’ll then be prompted to choose an App & Event. You can find Pitchbox from the app list by searching for “Pitchbox.”
Select a starting app and a specific Trigger. Then select another app for your Action.
Create Zaps from Pitchbox to other apps or from other apps to Pitchbox and automate your workflows!
Use Pitchbox as your starting app and milestone change to Won as the Event. Then set Create a Row in Google Sheets as your Action event. Let your clients know the moment that you’ve built a link for them.
In Google Sheets, create a column for Approval, then create a Zap with Google Sheets as your app and “New or Updated Spreadsheet Row” as your event. Then set Create Opportunity as your Action Event. Customize as needed. Perfect for when you want to do a little extra research/vetting ahead of time.
Use Pitchbox as your starting app and New Task as the event. Then set Create a Card in Trello as your Action Event. You can create a new task in Pitchbox requesting an article or template and notify your content team in Trello, without them even needing to log into Pitchbox. Perfect for task management.
Use Trello as your starting app and New Comment in Card as your Event. Then set up your Zap to Find an opportunity in Pitchbox and then to Update an Opportunity.
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