Pitchit + Salesforce
Create Salesforce notes for newly-booked Pitchit meetings
After someone books a meeting on Pitchit, you’ll want to see the meeting details in Salesforce. Now with the help of this Zap, the tedious work is done for you. This integration will automatically add a note in Salesforce with the meeting details whenever you get a new Pitchit meeting booked. You’ll never have to manually write notes manually again, saving you time for more important work.
After someone books a meeting on Pitchit, you’ll want to see the meeting details in Salesforce. Now with the help of this Zap, the tedious work is done for you. This integration will automatically add a note in Salesforce with the meeting details whenever you get a new Pitchit meeting booked. You’ll never have to manually write notes manually again, saving you time for more important work.
- When this happens...New Meeting Booked
Triggers when a new meeting is booked.
- automatically do this!Create Note
Creates a new note and links it to a parent record
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