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PitchPrfct Zapier integrationAutomate PitchPrfct with Zapier.

The PitchPrfct Zapier integration gives you 11 triggers, 9 actions and 1 search. All 11 triggers are instant, so a reply, an opt-out or a failed text starts a Zap right away, even on the free plan. Here is what each one does, what it costs and where it breaks.

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Overview

What the PitchPrfct Zapier integration does for your sales texts

PitchPrfct is an SMS platform built for sales teams: it holds your contacts, sends texts from your registered numbers, runs follow-up sequences and keeps track of who has opted out. Plugging it into Zapier lets your CRM, forms and team chat talk to it, so leads, replies and consent stay in step without anyone copying them over.

Three results justify the setup. First, leads that get texted on arrival: Create Contact, or the find-or-create version of Find Contact, brings a new lead in from your CRM, and Enroll Contact in Workflow starts the right sequence for it. Second, replies that reach a person: New Inbound SMS and New Conversation Reply push each answer into the tool your reps already watch, and Add Tag to Contact marks who has engaged. Third, consent kept in sync: Updated Contact Opt-Out Status passes every opt-out to your CRM, and Opt Out Contact does the reverse when the signal starts elsewhere.

Now what Zapier does not do here. There is no action to delete a contact, create a tag, start or stop a campaign, or build a workflow; those stay in PitchPrfct. Enroll Contact in Workflow only offers workflows that are active. Opt in Contact is not a shortcut either: PitchPrfct asks you to use it only with documented proof of renewed consent, and compliance with the TCPA (the US rules on marketing texts) stays your responsibility. Every trigger is instant, so the plan you pay for never slows these Zaps down.

If you would rather have the setup done for you, a Zapier agency can take it on.

Vocabulary

Zapier words, in plain English

Eight terms you will meet in the editor, explained once here and used as is on the rest of the page.

Zap
The automation you build: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap, such as an inbound text in PitchPrfct. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you in an app.
Task
The unit Zapier bills. One action completed successfully is one task, and your plan is a count of those.
Instant vs polling trigger
An instant trigger is reported by the app itself the moment it happens. A polling trigger is checked by Zapier on a timer.
Filter
A step that lets the Zap carry on only when what arrived meets your condition, and stops it there otherwise.
Search step
A step that looks up something that already exists in an app, so the steps after it can use what it found.
Connection
Your PitchPrfct account linked to Zapier once, then reused by every step of every Zap that touches PitchPrfct.
Cost

What PitchPrfct costs you in Zapier tasks

The trigger never costs a task. Only an action that goes through is billed, and an action that fails is not counted.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, 2-step Zaps
  • Premium appNo, free plan works

PitchPrfct is not a premium app, so it runs on the free plan: 100 tasks a month and Zaps of two steps, one trigger and one action. New Contact followed by Enroll Contact in Workflow fits that. Put Find Contact in front of Send SMS, add a filter, or chain a tag and a message, and the Zap becomes multi-step, which needs a paid plan. Each extra action that succeeds is one more task per event, so a three-action Zap uses three times the tasks of a one-action Zap.

Connect

Connect your PitchPrfct account in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a PitchPrfct account first, with read or write access to anything you do not own but want the Zap to touch.

  2. 02

    Pick PitchPrfct

    Type PitchPrfct in the search box of the dialog, select it, then click Add connection. Zapier opens a new tab where PitchPrfct asks you to sign in to your account.

  3. 03

    Sign in and grant access

    Log in with the PitchPrfct account that owns your sending numbers and workflows, then allow Zapier to reach it. The connection is saved once and every later Zap reuses it.

First Zap

Your first PitchPrfct Zap: tag a lead who texts back and tell the rep

GoalEach time a contact replies to one of your texts, tag them as engaged in PitchPrfct and post the reply to the sales channel.

  1. 01

    Build: set the trigger

    Create a Zap, choose PitchPrfct as the app that starts it and New Inbound SMS as the event, then pick your PitchPrfct connection.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of your account, so you map the next steps on a real reply instead of empty fields.

  3. 03

    Tag the contact

    Add PitchPrfct with Add Tag to Contact, map the contact from the trigger and choose the tag that marks an engaged lead. Test it and check the contact in PitchPrfct.

  4. 04

    Post to the team

    Add Slack as a second action and map the reply into the message. Two actions make this a multi-step Zap, so it needs a paid plan; on the free plan, keep one action.

  5. 05

    Publish

    Publish the Zap to switch it on. Each reply then costs two tasks, one per action that goes through, and the trigger itself stays free.

Triggers

PitchPrfct triggers in Zapier

11 events start a Zap when something happens in PitchPrfct, and 11 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Updated Campaign Status

Instant trigger

In Zapier“Triggers when a campaign finishes processing all of its contacts. Includes campaign stats so you can log results to a spreadsheet or BI tool.”

Runs when a campaign has finished working through all of its contacts. Despite the generic name, this is the end-of-campaign signal, and it comes with the campaign's statistics attached.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
add one row per finished campaign to the spreadsheet or reporting tool where your sales manager compares results.
Watch out
nothing fires while a campaign is still running, so this trigger cannot feed live progress, only the final picture.
2

New Contact

Instant trigger

In Zapier“Triggers when a contact is created.”

Starts a Zap each time a contact is added to PitchPrfct, whether someone typed it in or another tool created it. It is the natural entry point for anything that should happen once per lead.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
enroll every new lead in your welcome sequence, or copy them into the CRM the rest of the company uses.
Watch out
if a Zap feeding PitchPrfct with Create Contact also listens to New Contact, check that the two do not end up starting each other.
3

Updated Contact Opt-Out Status

Instant trigger

In Zapier“Triggers when a contact opts out of SMS messaging. Use this to sync DNC (Do Not Contact) status across your CRM and other tools.”

Fires when a contact opts out of your text messages. It is the one trigger that protects you rather than sells for you: it lets the do-not-contact status leave PitchPrfct and reach every other tool.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
flag the person as do-not-contact in your CRM, so no rep calls or texts them from another system.
Watch out
do not answer this trigger with Opt in Contact; re-enabling texts needs documented proof of renewed consent.
4

Updated Contact

Instant trigger

In Zapier“Triggers when an existing contact is updated.”

Reacts when an existing contact changes in PitchPrfct, as opposed to being created. Use it when the details of a lead matter more than its arrival.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
push a corrected email or name back to your CRM, so both systems show the same person.
Watch out
pairing it with Update Contact on the same account creates a loop, because each change made by the Zap counts as a new update and starts it again.
5

New Conversation Reply

Instant trigger

In Zapier“Triggers when a contact sends a conversation reply and includes contact details for routing or follow-up.”

Catches a reply sent by a contact inside a conversation and hands it over with the contact's details, so the next step knows who answered and where to route it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
assign the conversation to the rep who owns that account in your CRM, using the contact details that arrive with the reply.
Watch out
this trigger and New Inbound SMS both deal with answers, so build on one of them only, or each reply may be handled twice.
6

New Inbound SMS

Instant trigger

In Zapier“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.”

Picks up the text a contact sends back after one of your outbound messages. It is the trigger to use when the content of the answer is what you need to see.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
drop every reply into a team chat channel or a shared inbox, where whoever is free can pick it up.
Watch out
a Zap that answers with Send SMS to the same contact can start a back-and-forth you did not intend; add a filter before any automatic reply.
7

Updated SMS Delivery Status

Instant trigger

In Zapier“Triggers when an outbound SMS you sent is confirmed as delivered by the carrier.”

Confirms that one of your outgoing texts has been delivered by the carrier. The name says status, but this one only fires on success.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
log each delivered message on the contact's timeline in your CRM, so reps can see that the text really landed.
Watch out
every delivered text is one run, and on busy campaigns the tasks spent by the actions behind it add up fast.
8

Updated SMS Failure Status

Instant trigger

In Zapier“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.”

The mirror of the delivery trigger: it fires when an outgoing text fails to send, or when the carrier does not deliver it. Both cases arrive through this same trigger.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
alert the account owner, or write the failure to an error log, so a wrong or landline number gets fixed.
Watch out
resending automatically with Send SMS can fail the same way again; check the number before retrying.
9

New Contact Tag

Instant trigger

In Zapier“Triggers when one or more tags are applied to a contact.”

Runs when one or more tags are put on a contact. Tags are how PitchPrfct segments people for campaigns and workflows, so this is a segment-entry signal.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a rep tags a lead as hot, create a deal in your CRM or alert the closer on the team.
Watch out
a Zap that answers this trigger with Add Tag to Contact can set itself off again, and each round spends a task.
10

New Tag

Instant trigger

In Zapier“Triggers when a tag is created.”

Watches for a tag itself being created in PitchPrfct, before it is put on anyone. It tracks your segmentation scheme, not your contacts.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
keep a shared list of every tag in a sheet, so the team knows which segments exist before inventing a new one.
Watch out
do not confuse it with New Contact Tag, which fires when a tag is applied to a person.
11

Updated Contact Tag

Instant trigger

In Zapier“Triggers when a tag is removed from a contact.”

Triggers when a tag is taken off a contact. The name hides the direction, so keep in mind that this is about removal, not about any change.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
when a lead loses the prospect tag, move them out of the matching CRM list or stop a sequence elsewhere.
Watch out
a Zap that answers with Remove Tag From Contact on the same contact can feed itself, so keep the trigger and the action on different tags.
Actions

PitchPrfct actions in Zapier

PitchPrfct gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Tag to Contact

Action

In Zapier“Applies one or more tags to an existing contact. Tags are used to segment contacts for campaigns and workflows.”

Puts one or more tags on an existing contact, which is how you drop them into a segment used by campaigns and workflows.

When to use it
tag every lead coming from a trade-show form so a dedicated campaign can reach them.
Watch out
the contact must already exist; create it first if it may not.
2

Create Contact

Action

In Zapier“Creates a contact. If you also want to look up the contact first, pair this with the "Find Contact" search.”

Adds a new person to PitchPrfct. The Phone Number is required, written in international format such as +15551234567, and it must be a mobile able to receive texts.

When to use it
bring in each lead captured by a web form.
Watch out
to avoid duplicates, use Find Contact first or its find-or-create version.
3

Enroll Contact in Workflow

Action

In Zapier“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.”

Places a contact into one of your PitchPrfct workflows, which starts that sequence for them. Only active workflows appear in the required Workflow field.

When to use it
start a follow-up sequence when a lead reaches a new stage in your CRM.
Watch out
a paused workflow simply will not show in the list.
4

Opt in Contact

Action

In Zapier“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.”

Turns texting back on for someone who had opted out. PitchPrfct reserves it for cases where you hold documented proof that the person agreed again.

When to use it
after a contact signs a new consent form that you keep on file.
Watch out
TCPA compliance stays your responsibility, so never let it run on a guess.
5

Opt Out Contact

Action

In Zapier“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.”

Marks a contact as opted out, so PitchPrfct stops sending them texts. It is the inbound side of the opt-out sync.

When to use it
pass a do-not-contact flag set in your CRM, or any other opt-out source, over to PitchPrfct.
Watch out
make sure the contact is the right one, since a wrong match silences someone who did not ask for it.
6

Remove Tag From Contact

Action

In Zapier“Removes a specific tag from a contact.”

Takes one specific tag off a contact. The Tag field is required, and you pick it from the tags already in your account.

When to use it
remove the prospect tag when the deal is won in your CRM, so the contact leaves sales campaigns.
Watch out
one action handles one tag; several tags need several steps.
7

Send SMS

Action

In Zapier“Sends a one-off SMS from one of your registered phone numbers to a contact or any phone number.”

Sends a single text from one of your registered numbers, to a contact or to any phone number. Message Content and From Number are required.

When to use it
confirm a booked demo by text once your calendar tool has recorded it.
Watch out
past 160 characters the text is split into segments, so keep it short.
8

Update Contact

Action

In Zapier“Updates fields on an existing contact. Only the fields you provide will be changed; blank fields are ignored.”

Changes fields on a contact that already exists. Only the fields you fill in are changed; blank ones are ignored, and the Starred box can mark or unmark the person.

When to use it
star a contact once your CRM marks the deal as qualified.
Watch out
a blank in the Zap never clears a value in PitchPrfct.
9

Update Conversation

Action

In Zapier“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.”

Changes the state of a conversation thread: read or unread, archived or not. Leaving a box blank keeps its current value.

When to use it
archive the thread once your CRM marks the lead as closed.
Watch out
it requires the numeric Conversation ID, which an earlier step of the Zap has to provide.
Searches

PitchPrfct search in Zapier

1 search step looks for data that already exists in PitchPrfct, so a later step can use it.

Searches sit at the bottom of the action-event list, under the SEARCH heading. Three settings decide what happens when the result is not the one you expected.

1

Find Contact

SearchFind or create

In Zapier“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.”

Looks up an existing contact by phone number, email or name, and returns the first match. The editor also shows Find or Create Contact: the same search with the creation box ticked, which adds the contact when nobody matches.

When to use it
sync leads from your CRM without creating doubles.
Watch out
searching by name can match the wrong person; phone is safer.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and the steps that needed its result are skipped. Switched on, the Zap carries on with nothing in hand.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and Zapier asks for what it needs to create the missing contact.
  3. If multiple search results are found?
    Three ways out when several contacts match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a PitchPrfct Zap breaks

Zapier links no help article to PitchPrfct, so the cases below are Zapier's general limits, applied to an SMS tool where a mistake reaches a real phone.

With texting, a broken Zap is rarely silent: it sends twice, loops, or skips people. When a Zap stops and the cause is not obvious, start from the Zapier troubleshooting page.

  • Old contacts and replies are never picked up

    A Zap only reacts to what happens after you switch it on. Contacts and messages that existed before stay where they are; moving that backlog is a separate job.

  • Tag and update loops

    New Contact Tag answered by Add Tag to Contact, or Updated Contact answered by Update Contact, makes the Zap start itself again and burn tasks.

  • Bulk imports can be held back

    When a trigger suddenly sends a huge batch, after a mass import of contacts or a migration, Zapier's flood protection can hold those runs back.

  • Automatic replies that ping-pong

    New Inbound SMS answered by Send SMS to the same person can turn into an exchange nobody planned. A filter in front keeps the reply for the right cases.
Need help

Need help automating PitchPrfct with Zapier?

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FAQ

PitchPrfct and Zapier: frequent questions

01Is the PitchPrfct Zapier integration free?
On the Zapier side, yes: PitchPrfct is not a premium app, so it works on the free plan. That plan gives you 100 tasks a month and Zaps of two steps, one trigger and one action, which is enough for New Contact followed by Enroll Contact in Workflow. Add Find Contact, a filter or a second action and the Zap becomes multi-step, which needs a paid plan. Every PitchPrfct action, Send SMS included, then costs one task each time it succeeds.
02How many Zapier tasks does a PitchPrfct Zap use?
One task per action that completes, and nothing for the trigger. A Zap that sends one text per new contact spends one task per contact. A Zap that tags a contact and then posts the reply to Slack spends two per reply. A failed action is not counted. Watch the high-volume triggers: Updated SMS Delivery Status fires once per delivered text, so a large campaign can turn into a lot of tasks if real actions sit behind it.
03Does PitchPrfct trigger Zaps in real time?
Yes. All 11 PitchPrfct triggers are instant: PitchPrfct reports each event to Zapier itself, and the Zap starts without waiting for a scheduled check. That holds on every plan, including the free one, so the polling interval of your plan never applies to these Zaps. A reply, an opt-out or a failed message reaches the next step straight away. In the editor, a lightning bolt on the Zap confirms the trigger is instant.
04What does it take to connect PitchPrfct to Zapier?
A PitchPrfct account, plus read or write access to anything you do not own and want the Zap to use. The connection is made from the Apps page in Zapier: add a connection, pick PitchPrfct, sign in in the tab that opens and grant access. Before building, check two things in PitchPrfct: Send SMS needs a registered sending number, and Enroll Contact in Workflow only lists workflows that are active.
05Why does Create Contact reject a phone number?
Because the Phone Number field expects the international E.164 format, with the plus sign and the country code, and it must be a mobile that can receive texts. A number typed the local way, or a landline, will not do. If your form collects numbers loosely, format them in an earlier step. Find Contact also searches more reliably by phone than by name, so a clean number pays off twice.
06What if a PitchPrfct operation is missing from Zapier?
Then Zapier cannot do it for this app today. The integration offers 11 triggers, 9 actions and one search, Find Contact, and stops there: no deleting contacts, no creating tags, no launching or pausing campaigns, no building workflows. Those steps happen in PitchPrfct itself. Before planning a workaround, compare the job with the full list on this page, one step at a time, and keep the missing parts on the PitchPrfct side.
07Zapier, Make or n8n for PitchPrfct?
Decide by criteria, not by brand. On Zapier, PitchPrfct gives you 11 instant triggers, 9 actions and one search, and it runs on the free plan as long as the Zap stays at two steps. So ask three things: does the other tool offer the PitchPrfct events and actions your process needs, how many steps the scenario will take, and who on the team will maintain it. The right tool is the one that covers the whole scenario.
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