Integrations
Connect Pitchly to the tools you use every day
39 articles
How to Set Up a Pitchly-to-Pitchly Integration
Pitchly Email Automation Instructions
Adjusting Automation Run Intervals
Integrating with Multiple Sources
Integrating with Multiple Sources for the Legal Industry
Sync Pitchly Activity Logs to SplunkLearn how to automatically push Pitchly activity logs into Splunk for monitoring, auditing, and analytics.
Connect Salesforce to Pitchly
The Pitchly Widget in Salesforce
Map Salesforce Fields to Pitchly
Sync Records from Salesforce to PitchlyImport Salesforce data into your Pitchly tables for automated content workflows
Authenticate Your Salesforce Account in PitchlyConnect your Salesforce environment securely to Pitchly
Set Up Salesforce for Integration with PitchlyCreate and configure a connected app in Salesforce to enable secure integration with Pitchly
Salesforce Quick Facts & Privacy/PermissionsOverview of supported features and access control for Salesforce integrations
Micosoft Dynamics
Microsoft Dynamics
Connect Microsoft Dynamics Sales to Pitchly
Authenticate Your Dynamics 365 Account in PitchlySecurely authorize your Dynamics 365 connection to begin syncing records or picklists into Pitchly
Set Up Dynamics 365 for Integration with PitchlyRegister and configure your Dynamics app in Microsoft Entra
Sync Picklists from Dynamics 365 to PitchlyDynamically populate Pitchly dropdowns using picklist values from Dynamics 365
Pitchly to Dynamics 365: Sync Updates from PitchlyPush updates from Pitchly back to existing records in Dynamics 365
Dynamics 365 Quick Facts & Privacy/PermissionsOverview of supported features and data access behavior for Dynamics 365 integrations
Sync Records from Dynamics 365 to PitchlyImport CRM records from Dynamics 365 into your Pitchly tables