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PitBullTax Software Integrations

CRM (Customer Relationship Management)

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Integrate Acuity Scheduling with PitBullTax SoftwareIntegrate Acuity Scheduling with PitBullTax Software
Acuity Scheduling
Scheduling & Booking
Integrate HubSpot with PitBullTax SoftwareIntegrate HubSpot with PitBullTax Software
HubSpot
Marketing Automation
Integrate TaxDome with PitBullTax SoftwareIntegrate TaxDome with PitBullTax Software
TaxDome
Accounting
Integrate Clio with PitBullTax SoftwareIntegrate Clio with PitBullTax Software
Clio
CRM (Customer Relationship Management)
Integrate Karbon with PitBullTax SoftwareIntegrate Karbon with PitBullTax Software
Karbon
Project Management
Integrate HTML/CSS to Image with PitBullTax SoftwareIntegrate HTML/CSS to Image with PitBullTax Software
HTML/CSS to Image
Developer Tools
Integrate Pipedrive with PitBullTax SoftwareIntegrate Pipedrive with PitBullTax Software
Pipedrive
CRM (Customer Relationship Management)
Integrate PandaDoc with PitBullTax SoftwareIntegrate PandaDoc with PitBullTax Software
PandaDoc
Documents
Integrate Method CRM with PitBullTax SoftwareIntegrate Method CRM with PitBullTax Software
Method CRM
CRM (Customer Relationship Management)
Integrate Acuity Scheduling with PitBullTax SoftwareIntegrate Acuity Scheduling with PitBullTax Software
Acuity Scheduling
Scheduling & Booking
Integrate HubSpot with PitBullTax SoftwareIntegrate HubSpot with PitBullTax Software
HubSpot
Marketing Automation
Integrate TaxDome with PitBullTax SoftwareIntegrate TaxDome with PitBullTax Software
TaxDome
Accounting
Integrate Clio with PitBullTax SoftwareIntegrate Clio with PitBullTax Software
Clio
CRM (Customer Relationship Management)
Integrate Karbon with PitBullTax SoftwareIntegrate Karbon with PitBullTax Software
Karbon
Project Management
Integrate HTML/CSS to Image with PitBullTax SoftwareIntegrate HTML/CSS to Image with PitBullTax Software
HTML/CSS to Image
Developer Tools
Integrate Acuity Scheduling with PitBullTax SoftwareIntegrate Acuity Scheduling with PitBullTax Software
Acuity Scheduling
Scheduling & Booking
Integrate HubSpot with PitBullTax SoftwareIntegrate HubSpot with PitBullTax Software
HubSpot
Marketing Automation
Integrate TaxDome with PitBullTax SoftwareIntegrate TaxDome with PitBullTax Software
TaxDome
Accounting
Integrate Clio with PitBullTax SoftwareIntegrate Clio with PitBullTax Software
Clio
CRM (Customer Relationship Management)
Integrate Karbon with PitBullTax SoftwareIntegrate Karbon with PitBullTax Software
Karbon
Project Management
Integrate HTML/CSS to Image with PitBullTax SoftwareIntegrate HTML/CSS to Image with PitBullTax Software
HTML/CSS to Image
Developer Tools
Integrate Pipedrive with PitBullTax SoftwareIntegrate Pipedrive with PitBullTax Software
Pipedrive
CRM (Customer Relationship Management)
Integrate PandaDoc with PitBullTax SoftwareIntegrate PandaDoc with PitBullTax Software
PandaDoc
Documents
Integrate Method CRM with PitBullTax SoftwareIntegrate Method CRM with PitBullTax Software
Method CRM
CRM (Customer Relationship Management)

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Quickly automate PitBullTax Software integrations with Zapier's templates

  • Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)

    • Google Sheets logo
    • PitBullTax Software logo
    Google Sheets + PitBullTax Software
  • Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software

    • PitBullTax Software logo
    • Microsoft Teams logo
    PitBullTax Software + Microsoft Teams
  • Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update PitBullTax Software clients / prospects from new Pipedrive leads

    • Pipedrive logo
    • PitBullTax Software logo
    Pipedrive + PitBullTax Software
  • Create prospects or clients in PitBullTax Software from new Google Sheets rows (Team Drive)

    • Google Sheets logo
    • PitBullTax Software logo
    Google Sheets + PitBullTax Software
  • Send chat messages in Microsoft Teams for new or updated client activity notes in PitBullTax Software

    • PitBullTax Software logo
    • Microsoft Teams logo
    PitBullTax Software + Microsoft Teams
  • Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated

    • HubSpot logo
    • PitBullTax Software logo
    HubSpot + PitBullTax Software
  • Create or update PitBullTax Software clients / prospects from new Pipedrive leads

    • Pipedrive logo
    • PitBullTax Software logo
    Pipedrive + PitBullTax Software
  • Create or update PitBullTax Software clients / prospects from new Follow Up Boss contacts

    • Follow Up Boss logo
    • PitBullTax Software logo
    Follow Up Boss + PitBullTax Software
  • Create or update PitBullTax Software clients/prospects from new Close contacts

    • Close logo
    • PitBullTax Software logo
    Close + PitBullTax Software
  • Add new Keap contacts to PitBullTax Software as clients or prospects

    • Keap logo
    • PitBullTax Software logo
    Keap + PitBullTax Software
  • Create and update PitBullTax Software clients / prospects from new Ontraport contacts

    • Ontraport logo
    • PitBullTax Software logo
    Ontraport + PitBullTax Software
  • Update clients / prospects in PitBullTax Software when companies are updated in Copper

    • Copper logo
    • PitBullTax Software logo
    Copper + PitBullTax Software
  • Create or update PitBullTax Software clients/prospects when new activities occur in Clio

    • Clio logo
    • PitBullTax Software logo
    Clio + PitBullTax Software
    • Create or update PitBullTax Software clients / prospects from new Follow Up Boss contacts

      • Follow Up Boss logo
      • PitBullTax Software logo
      Follow Up Boss + PitBullTax Software
    • Create or update PitBullTax Software clients/prospects from new Close contacts

      • Close logo
      • PitBullTax Software logo
      Close + PitBullTax Software
    • Add new Keap contacts to PitBullTax Software as clients or prospects

      • Keap logo
      • PitBullTax Software logo
      Keap + PitBullTax Software
    • Create and update PitBullTax Software clients / prospects from new Ontraport contacts

      • Ontraport logo
      • PitBullTax Software logo
      Ontraport + PitBullTax Software
    • Update clients / prospects in PitBullTax Software when companies are updated in Copper

      • Copper logo
      • PitBullTax Software logo
      Copper + PitBullTax Software
    • Create or update PitBullTax Software clients/prospects when new activities occur in Clio

      • Clio logo
      • PitBullTax Software logo
      Clio + PitBullTax Software

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • PitBullTax Software triggers, actions, and search
      Updated Case Status

      Updated Case Status From PitBullTax Applications.

      Trigger
      Polling
      Try It
      • Folder
        Required
      Trigger
      Polling
      Try It
    • PitBullTax Software triggers, actions, and search
      Created or Updated Client

      Created or Updated Client From PitBullTax Applications.

      Trigger
      Polling
      Try It
      • Client Type
      • Update By
      Action
      Write

    PitBullTax Software Help & Support

    Common questions

    pitbulltax logo
    About PitBullTax Software
    PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.
    Related categories

    Popular PitBullTax Software Integrations

    • Acuity Scheduling
    • HubSpot
    • TaxDome
    • Clio
    • Karbon