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Google Sheets + Pitchbox + Filter by Zapier

Create Google Sheets rows when new Pitchbox opportunities are won

Preparing reports for clients can be time-consuming. This Zap can help, automatically creating a row in a Google Sheets spreadsheet whenever an opportunity milestone is changed to "Won" in Pitchbox. Now clients can see results in real time, without any additional work!

Preparing reports for clients can be time-consuming. This Zap can help, automatically creating a row in a Google Sheets spreadsheet whenever an opportunity milestone is changed to "Won" in Pitchbox. Now clients can see results in real time, without any additional work!

  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!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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About Pitchbox

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

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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.

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