Integrations
Connect Pitchly to the tools you use every day
40 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
- Restricting Salesforce Data Synced to Pitchly
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