Discover how to efficiently push data from Pitchly into DealCloud to maintain data accuracy and optimize your content workflows.
Overview
Integrating Pitchly with DealCloud allows you to seamlessly sync your content and data from Pitchly into DealCloud, ensuring both platforms stay updated and consistent. Follow this guide to sync Pitchly data into DealCloud accurately and efficiently.
Important: A Sync from DealCloud to Pitchly must exist first. The Pitchly to DealCloud integration will not create new records within DealCloud, but instead will only update records that originated from DealCloud, but were updated in Pitchly. Records are matched by EntryID.
Note: You must have Admin permissions in both Pitchly and DealCloud to configure this integration.
Step 1: Begin the DealCloud Integration Setup in Pitchly
Log into Pitchly and navigate to the Admin Home View.
Select the Integrations tab from the left sidebar.
In the Integrations Marketplace, find the DealCloud tile and click Connect.
Select Pitchly in the From dropdown
Select your Pitchly account from the With the account dropdown
Step 2: Select the Pitchly Source Workspace and Table
Identify the data from Pitchly that you want to sync into DealCloud.
Select the Workspace containing the data to be synced.
Choose the Table with the relevant data for the integration.
Confirm that the table contains all necessary fields for the data you plan to sync.
Step 3: Set the Destination Object in DealCloud
Specify where your Pitchly data will be synced in DealCloud.
In the Configure Destination window, select DealCloud as the destination platform.
Choose your authenticated DealCloud account from the dropdown. Please note, that if the currently authenticated account does not have permission to update the target fields in DealCloud, you will want to establish another connection that does.
Select the Object within DealCloud where you want the Pitchly data to sync (e.g., Companies, Contacts, Opportunities).
Step 4: Map Fields Between Pitchly and DealCloud
To ensure proper synchronization, you will need to map data fields between the two platforms.
Field Mapping: Align each Pitchly field with its corresponding DealCloud field for consistent data syncing.
Custom Fields: Ensure that any custom fields used in Pitchly exist and are correctly matched to their counterparts in DealCloud.
Primary Matching Field: Entry ID is the primary matching field. This ensures that data integrity is maintained.
Step 5: Activate the Live Sync
Once all fields are mapped and the configuration is complete:
Click Finish to finalize the setup.
You will be prompted to Turn On the integration.
Select Turn On to activate live syncing immediately or Not Now to save your configuration for later activation.
Note: Pitchly's live integration default sync interval is every five minutes. If you need to modify this setting, refer to the Automation Run Intervals guide.
Managing Your Pitchly to DealCloud Integration
Once activated, the live sync will keep your DealCloud data continuously updated with Pitchly records. To manage or modify the integration:
Go to the Admin Home View in Pitchly.
Click the Integrations tab and select the Automations sub heading.
Locate the appropriate DealCloud listing and select Manage to edit settings