This article walks through how to update existing records in Dynamics 365 that were originally synced into Pitchly via a Dynamics → Pitchly automation. This setup supports update-only sync — no new records will ever be created in Dynamics.
Permissions Required
Pitchly: Admin access required
NOTE: You must first set up a record sync from Dynamics to Pitchly before setting up this automation. Only records created via that initial sync can be updated in Dynamics.
IMPORTANT: You must sync and map the unique identifier (Record ID or GUID) from Dynamics during your Dynamics → Pitchly setup. This field is required in order to enable update sync back to Dynamics.
Step 1: Access the Pitchly Integration
Log in to Pitchly with an Admin account
Select the Integrations tab from the left navigation
Locate the Pitchly tile and click Connect
Step 2: Configure Your Source
On the Configure Source screen:
Confirm Pitchly is selected in the From dropdown
In the I want to sync dropdown, select Records
In the With the account dropdown, select your authorized Pitchly account
Click Next
Step 3: Select the Source Workspace and Table
Choose the Pitchly workspace that contains the records originally synced from Dynamics
Select the table where those records exist
In the Ignore Updates flag value dropdown, select No
Click Next
Step 4: Configure Your Dynamics Destination
In the To dropdown, select Dynamics
In the I want to sync dropdown, select Records
Under With the account, select your previously authorized Dynamics account
Click Next
Step 5: Select the Destination Table and Primary Key
Choose the Dynamics table where the records originally came from
In the Primary Key Field dropdown, select the unique identifier for the record
Example: Account ID Primary for the Account table
Click Next
Step 6: Map Fields
On the left, select the Pitchly fields you want to send back to Dynamics
On the right, select the corresponding field in the Dynamics table
You must map the primary key field (e.g., Do Not Modify Account Primary) to ensure Pitchly can match the record correctly
Optionally map any other fields you want Pitchly to update
Examples: Tombstone Description, Approval Status, etc.
Step 7: Complete and Activate the Sync
Review your configuration and field mapping
Click Finish
When prompted, click Turn On to activate the automation or select Not Now to activate it later