This article walks through how to sync data from Salesforce into a Pitchly table. Once configured, records from standard or custom Salesforce objects—like Accounts, Contacts, or Opportunities—will automatically populate your selected Pitchly table. This ensures bios, tombstones, credentials, and other content stay current without manual data entry.
Step 1: Access the Salesforce Integration
Log in to Pitchly with an Admin account.
Select the Integrations tab from the left navigation.
Locate the Salesforce tile and click Connect.
Step 2: Select Sync Type
On the Configure Source screen, confirm that Salesforce is selected as your source system.
In the I want to sync dropdown, make sure Records is selected.
Step 3: Choose the Integration Account
In the With the account dropdown, confirm that the appropriate Salesforce account is selected.
If an account has already been authenticated, it will appear in the dropdown.
If no account is listed, see:
Authenticate Your Salesforce Account in Pitchly
Step 4: Select the Salesforce Object
Use the Source Object dropdown to select the Salesforce object you want to sync (e.g., Accounts, Contacts, Opportunities).
Optional: Apply a Filter
Use the filter to limit which records are synced into Pitchly.
Select the field you want to filter by.
In the value field, enter the exact value to match.
Example: If you're syncing the Account object, you may want to enter a filter value of “Client”.
This filter uses an exact "equals" match.
NOTE: Custom objects are also supported. If you need to sync more than one object, create a separate automation for each one.
Step 5: Configure Your Pitchly Destination
In the To dropdown, confirm that Pitchly is selected.
In the I want to sync dropdown, choose one of the following:
Records – Pitchly will create new records and update matched records. (Recommended)
Updates – Pitchly will only update records if a match is found. No new records will be created.
In the With the account dropdown, select the appropriate authorized Pitchly user account.
If no Pitchly account appears, click Connect Account and follow the prompts to authorize one.
Step 6: Choose a Match Field
In the Match by field dropdown, select the unique identifier to match incoming records.
This is often Salesforce ID in Salesforce
This step is required.
If a match is found, Pitchly updates the record.
If no match is found, Pitchly creates a new record — only if “Records” was selected in the destination step.
If “Updates” was selected, only matched records will be updated. No new records will be created.
Step 7: Map Fields
Use the field mapping interface to align Salesforce fields (left side) with Pitchly fields (right side).
Only supported field types will be available:
See Quick Facts.
Unsupported field types will be excluded automatically.
Step 8: Complete and Activate the Sync
Review your configuration and mappings.
Click Finish.
When prompted, click Turn On to activate the automation or select Not Now if you want to activate the automation later.
TIP: The sync will run every 5 minutes by default.
To modify the interval, see: Adjusting Automation Run Intervals