Marketo + PitBullTax Software

Create or update PitBullTax Software clients / prospects from new Marketo leads

Enhance your lead management process with this automation that seamlessly connects Marketo and PitBullTax Software. When a new lead is created in Marketo, this workflow will instantly update or create a client/prospect in PitBullTax Software. Save time and stay organized as your marketing efforts generate new leads with this efficient workflow.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
New or Update Client / Prospect
Creating a new client or updating an existing one
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- Company NameRequired
- External Company IDRequired
Action
Search or write

Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
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- FolderRequired
Trigger
Polling
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Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Polling
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- Client Type
- Update By
Action
Write
- Client Type
- Update ByRequired
Action
Write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
Try It
- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Polling
Try It
New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Polling
Try It
Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Polling
Try It
- Client Type
Action
Write
- FileRequired
- FolderRequired
- File NameRequired
- File Extension
Action
Write

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more

Related categories

Marketing Automation

Similar apps

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

CRM (Customer Relationship Management)

Marketo + PitBullTax Software

Create or update PitBullTax Software clients / prospects from new Marketo leads

Supported triggers and actions

New Form Submission

New Program

Updated Lead

Create or Update Company

API Request (Beta)

Find Lead

Find or Create Company

Updated Case Status

New File

Created or Updated Client

New or Update Client / Prospect

Update Client / Prospect

New Lead

New Self-Service Flow Action (SSFS)

Add Lead to List

Create or Update Lead

Find Company

Find Lead by Field

Find or Create Lead

New Client / Prospect

New or Updated Client Activity Note

Updated Clients

New Prospect Client

Upload New File

About Marketo

Related categories

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About PitBullTax Software

Related categories