To sync data from Salesforce to Pitchly, a Salesforce Connected App must be created and configured properly. This setup ensures secure authorization between the systems and is required before any record syncing can begin.
IMPORTANT: This article covers the Salesforce-side setup only. You must be a Salesforce Admin, with the ability to create and manage Connected Apps, to complete this configuration. Pitchly Admin rights are also required to activate integrations in Pitchly.
Step 1: Create a Connected App in Salesforce
Log into Salesforce using an account with administrative privileges.
Use the App Launcher to navigate to “Setup.”
In the left-hand sidebar, search for and select App Manager.
Click New Connected App at the top right of the screen.
Step 2: Configure the Basic Settings
In the New Connected App screen:
Connected App Name: Pitchly Integration
API Name: This will auto-fill based on your App Name.
Contact Email: Enter your preferred contact email (this is required).
Leave the other settings as default.
Scroll down to the section labeled API (Enable OAuth Settings).
Step 3: Configure OAuth Settings
Check the box for “Enable OAuth Settings.” Then complete the following fields:
Callback URL: https://api.pitchly.com/oauth2/salesforce/callback
Selected OAuth Scopes:
Access and manage your data (api)
Perform requests on your behalf at any time (refresh_token, offline_access)
Move these scopes from "Available OAuth Scopes" to "Selected OAuth Scopes" using the arrow button.
Click Save.
Step 4: Generate Consumer Key and Secret
After saving the Connected App, click Continue or return to the App Manager to locate your newly created app.
Click the dropdown arrow next to the app name and choose View.
In the API (Enable OAuth Settings) section, click Manage Consumer Details.
Copy and save the Consumer Key and Consumer Secret. You will need these when authenticating from Pitchly.
Step 5: Share the App Credentials with Pitchly Admins (If Needed)
If someone else will be completing the authentication in Pitchly, securely share the Consumer Key and Consumer Secret with them. You do not need to complete this setup again for every user or workspace.
Once the Salesforce app is set up, the Pitchly Admin can continue with Authenticating your Salesforce Account in Pitchly