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
- Free forever for core features
- 14 day trial for premium features & apps
Campaigns
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Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
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Campaigns
Facebook Business pages
Instagram Business pages
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Try ItFirst Name
Last Name
Email Address
Phone Number
Title
Company Name
Website
Facebook social account link
X social account link
Linkedin Social account link
Instagram social account link
New Contact
Triggers when a new Contact is created.
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