Pitchit + Salesforce
Add Salesforce notes for new Pitchit pitches
After someone receives a pitch from Pitchit, you’ll want to see the pitch details in Salesforce. Now with the help of Zapier, the manual work is done for you. This integration will add a note in Salesforce with the pitch message copy whenever you send a new pitch. You’ll never have to manually write notes manually again, saving you time for more important work.
After someone receives a pitch from Pitchit, you’ll want to see the pitch details in Salesforce. Now with the help of Zapier, the manual work is done for you. This integration will add a note in Salesforce with the pitch message copy whenever you send a new pitch. You’ll never have to manually write notes manually again, saving you time for more important work.
- When this happens...New Pitch Sent
Triggers when a new pitch is sent.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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