Enable seamless CRM data syncing with Pitchly
Overview
Integrating Microsoft Dynamics Sales with Pitchly enables your team to securely and efficiently sync CRM data into Pitchly workspaces and templates. With this setup, Pitchly supports bi-directional data sync, allowing you to both import data from Dynamics Sales and push updates back from Pitchly to Dynamics.
This integration ensures record alignment across platforms and eliminates the need for manual updates, helping teams streamline reporting and content creation.
Supported tables include:
Accounts
Contacts
Opportunities
Note: Admin access to both Microsoft Entra admin center and Pitchly is required
Step 1: Register an Application in Microsoft Entra
To begin the connection process, you'll first need to create an App Registration in the Microsoft Entra Admin Center.
Navigate to the Microsoft Entra Admin Center.
Click App registrations from the left panel, then select + New registration.
Name your app (e.g., Pitchly Integration).
Select your desired Supported account types (e.g., "Accounts in this organizational directory only" or "Multitenant").
Under Redirect URI, choose Web and enter:
https://platform.pitchly.com/integrations/oauth/callbackClick Register to complete the app creation.
Step 2: Grant API Permissions to App in Entra
After completing the app registration:
Navigate to your app registration in the Microsoft Entra Admin Center.
In the left sidebar, click API permissions.
Click + Add a permission.
Select Dynamics CRM (you may need to search for it).
Choose Delegated permissions, then check: user_impersonation
Click Add permissions.
Back on the main API permissions screen, click Grant admin consent to approve the permissions for your organization.
NOTE: We recommend creating a user specifically for this integration in order to give you granular control over what records and fields the API/App will have access to.
Step 3: Gather Your Authentication Credentials
Once your application is registered, collect the following:
Tenant ID – From the Directory (tenant) ID.
Client ID – From the Application (client) ID.
Client Secret – Under Certificates & secrets, click + New client secret, then copy the generated value (this is different than the Secret ID shown).
Dynamics Environment URL – Typically formatted like:
https://your-org-name.crm.dynamics.com
Be sure to store the client secret securely, as it is only displayed once.
Step 4: Connect Microsoft Dynamics Sales to Pitchly
In Pitchly, navigate to the Admin view and click the Integrations tab.
Locate the Microsoft Dynamics Sales integration tile and click Connect.
Input the required credentials:
Tenant ID
Client ID
Client Secret
Dynamics Environment URL
Click Authenticate to complete the OAuth connection.
Important: The necessary authentication credentials must be obtained by an administrator within your Microsoft Entra Admin Center account.
If you'd prefer your DealCloud administrator to handle the authentication:
They can log into Pitchly and complete Step 4 of this guide.
After clicking Next, they can exit the setup process.
You will then be able to select the authorized Microsoft account from the dropdown menu during your integration setup.
Step 5: Select the Source Table in Dynamics & Filter Field
Now that you're authenticated, identify the specific table within Dynamics that you wish to sync to Pitchly.
Select Source Table: Choose one of the supported tables: Accounts, Contacts, or Opportunities.
Primary Key Field Name: Select one of the options. Every table in Dynamics has a system0generated unique identifier field.
Optional Filter Field: You can select a preferred filter field to limit the data coming into Pitchly. This could be a field like Deal Status = Announced or even a Sync to Pitchly Checkbox = Yes. Only records that match this filter will be pushed to Pitchly.
Step 6: Set the Destination Workspace and Table in Pitchly
In the Configure Destination screen, select Pitchly under Choose Service.
Select your current Pitchly user & account from the dropdown, or click Connect Account if no connection has been made yet.
Select Workspace: From the drop-down menu, select the Pitchly workspace where your Dynamics data should appear. Only users with access to this workspace will be able to view and manage the synced data.
Select Table: Choose the specific table within the selected workspace to store your Dynamics data. Ensure that this table is ready with the required fields to receive the incoming data.
Match By: Select the field you will be matching your mapped data by. The Match by field should contain all unique values, such as a record ID or number, or unique name. Matching on a unique ID enables Pitchly to determine if an existing record should be updated or a new record should be created.
Step 7: Map Fields
Map Dynamics fields to corresponding fields in Pitchly for seamless data transfer:
Field Mapping: Match each Dynamics field (left column) with the appropriate Pitchly field (right column) to ensure accurate data syncing. Confirm that data types (e.g., text, date) align between both platforms.
Custom Field Mapping: If you are syncing custom fields from Dynamics, ensure these fields exist and are correctly mapped in the Pitchly table.
Click Finish when you are done mapping fields.
Bi-Directional Sync Details
This integration is bi-directional. That means Pitchly not only pulls data from Microsoft Dynamics Sales into your workspaces, but can also push updates from Pitchly back into Dynamics. Changes to field values made within Pitchly can be reflected in Dynamics, ensuring both platforms stay in sync.
Integration Tips and Best Practices
Pitchly syncs every 5 minutes by default.
Use one automation per object type for optimal performance.
Be sure that all fields mapped from Dynamics exist in your Pitchly table before mapping.