What you can automate

When new Contact in PitchPrfct, find or create contact in Salesflare.

When updated Contact Opt-Out Status in PitchPrfct, find or create contact in Salesflare.

When updated Contact in PitchPrfct, find or create contact in Salesflare.

When new Conversation Reply in PitchPrfct, create internal note in Salesflare.

When new Contact Tag in PitchPrfct, find or create contact in Salesflare.

When updated Contact Tag in PitchPrfct, find or create contact in Salesflare.

About PitchPrfct

PitchPrfct is an SMS automation platform for sales teams with contact syncing, outbound messaging, workflow enrollment, replies, opt-outs, and TCPA support.

PitchPrfct operations on Zapier

Triggers (11)

Start a workflow when this happens

New Contact — Triggers when a contact is created.
New Contact Tag — Triggers when one or more tags are applied to a contact.
New Conversation Reply — Triggers when a contact sends a conversation reply and includes contact details for routing or follow-up.
New Inbound SMS — Triggers when a contact replies to one of your outbound SMS messages. Use this to route replies to a team chat app, CRM, or shared inbox.
New Tag — Triggers when a tag is created.

Show 6 more triggers

Updated Campaign Status — Triggers when a campaign finishes processing all of its contacts. Includes campaign stats so you can log results to a spreadsheet or BI tool.
Updated Contact — Triggers when an existing contact is updated.
Updated Contact Opt-Out Status — Triggers when a contact opts out of SMS messaging. Use this to sync DNC (Do Not Contact) status across your CRM and other tools.
Updated Contact Tag — Triggers when a tag is removed from a contact.
Updated SMS Delivery Status — Triggers when an outbound SMS you sent is confirmed as delivered by the carrier.
Updated SMS Failure Status — Triggers when an outbound SMS fails to send (message.failed) or is not delivered by the carrier (message.undelivered). Use this to retry, log errors, or alert your team.

Actions (10)

Things Salesflare can make it do

Add Tag to Contact — Applies one or more tags to an existing contact. Tags are used to segment contacts for campaigns and workflows.
Create Contact — Creates a contact. If you also want to look up the contact first, pair this with the "Find Contact" search.
Enroll Contact in Workflow — Enrolls a contact in a workflow. The workflow must be active. Use this to start a sequence when a lead enters your CRM or hits a milestone.
Find or Create Contact — Searches for an existing contact by phone, email, or name. If no match is found, creates a contact. Use this to sync leads from a CRM or lead source.
Opt Out Contact — Marks a contact as opted out so they will no longer receive SMS messages. Use this to sync DNC status from your CRM or any other source of opt-out signals.

Show 5 more actions

Opt in Contact — Re-enables SMS messaging for a previously opted-out contact. Only use this when you have documented evidence of the contact's renewed consent — TCPA compliance is your responsibility.
Remove Tag From Contact — Removes a specific tag from a contact.
Send SMS — Sends a one-off SMS from one of your registered phone numbers to a contact or any phone number.
Update Contact — Updates fields on an existing contact. Only the fields you provide will be changed; blank fields are ignored.
Update Conversation — Updates a conversation thread. Use this to mark a conversation as read or unread, or to archive/unarchive it. Pair with the "Find Conversation by Contact" search to look up a conversation ID first.

Searches (1)

Look up existing records

Find Contact — Searches for an existing contact by phone number, email, or name. Returns the first match. Pair with "Create Contact" for a Find-or-Create flow.

PitchPrfct and Salesflare

How to connect PitchPrfct