Before syncing records from Salesforce to Pitchly, you must authenticate a Salesforce account using credentials from your organization’s Salesforce app. This enables Pitchly to access data through a secure OAuth connection.
Permissions Required
Pitchly: Admin access required
Salesforce: Requires a configured Salesforce Connected App
IMPORTANT: You must first complete the setup within Salesforce before authenticating the account in Pitchly. See: Set Up Salesforce for Integration with Pitchly
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: Confirm Sync Type
On the Configure Source screen, confirm that Salesforce is selected in the From dropdown.
In the I want to sync dropdown, leave the default selection: Records.
Step 3: Connect a Salesforce Account
In the With the account dropdown, click Connect a New Account.
In the window that appears:
Enter your Salesforce Subdomain
This must be the Classic subdomain, not Lightning.
It typically looks like:
yourcompany.my.salesforce.com
Enter your Consumer Key
Enter your Consumer Secret
Click Next.
Step 4: Confirm Account Ownership
Pitchly will ask: “Are you the owner of this Salesforce account?”
Choose one of the following options:
Yes, I am
Pitchly will authenticate the account using the credentials you provided.
Once authorized, you will return to Pitchly to complete your setup.
No, I'm not
Copy the secure authorization URL.
Share the URL with your Salesforce administrator.
Click Done.
The Salesforce admin must:
Open the secure link
Log into the Salesforce environment
NOTE: You will receive an email confirmation once the admin has completed the authorization. You can then continue setup in Pitchly.