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 ChangeTriggers 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 RecordCreates a new record of a specified Salesforce object.
ActionWrite

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Discover other triggers and actions you can use with Pitchbox, Filter by Zapier, and more

Campaign Archived
Triggers when a campaign is archived.
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
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New Matched Email
Triggers when an email is matched.
Trigger
Instant
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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
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User Created
Triggers when a user is created.
Trigger
Instant
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- Url
  Required
- Campaign ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Description
  Required
- 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 ID
  Required
- New Milestone
  Required
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email Address
  Required
Action
Search
- Opportunity ID
  Required
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
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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
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Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
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Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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User Archived
Triggers when a user is archived.
Trigger
Instant
Try It
- Task ID
  Required
- Completed By User ID
  Required
Action
Write
- Opportunity ID
  Required
- Note content
  Required
Action
Write
- Opportunity ID
  Required
- Custom Field Token
  Required
- New Value
  Required
Action
Write
- Task ID
  Required
- 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 ID
  Required
Action
Search
- Project ID
  Required
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity ID
  Required
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task ID
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Pitchbox

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

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About Salesforce

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

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CRM (Customer Relationship Management)

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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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