A Step-by-Step Guide to Enrich Your Company Records with a Ticker-Based Search
Overview
The Pitchly Ticker Logo integration enables you to search for company logos using stock ticker symbols. Currently, only NYSE and NASDAQ tickers are supported, providing a seamless way to enrich your records with high-quality logos directly sourced from Logo.Dev. Follow this guide to configure and enable the integration in your Pitchly account.
If you'd like to source logos using a company domain, review this article.
Step 1: Access and Connect the Integration
Navigate to the Integrations tab in Pitchly.
Locate the Pitchly Ticker Logos tile and click Connect.
Under With the account, click the dropdown to select Connect account. From the pop-up window, you will be automatically authenticated into your Pitchly account, and the Connect Account field will be filled in.
If you have not set this integration up previously: You will be asked which workspace you would like to enable this integration for. You may select All Workspaces or specify Approved Workspaces. Then, click Install.
Step 2: Configure the Source
Select Pitchly in the To dropdown
Select Workspace: Choose the workspace where your company data resides.
Select Table: Choose the specific table within the workspace.
Define Unique Key: Select a field that uniquely identifies records, such as a stock ticker symbol.
Choose Ticker Field: Specify the field containing the NYSE or NASDAQ ticker.
Set Logo Attachment Field: Define the field where retrieved logos will be stored.
Click Next to proceed.
Step 3: Configure the Destination
Select To Field: This will automatically populate with Pitchly, no change is needed
Select the I want to sync Field: This will automatically populate with Records, no change is needed
Select Destination Workspace: Choose the same workspace defined in the source step.
Select Destination Table: Select the same table used earlier.
Define Match Field: Ensure the selected field matches the unique key defined in the source configuration.
Map Fields: Match the logo field to store the retrieved logos and the Unique Identifier.
Step 4: Finalize and Activate
Click Finish to complete the setup.
Choose to Turn On the integration immediately or select Not Now to enable it later.
Tips for Optimal Use
Ensure your table includes accurate NYSE or NASDAQ tickers to achieve the best results.