Pitchly Completes Native Salesforce Data Integration

Posted by: Pitchly

Pitchly, a leading provider of innovative data-to-content solutions, is excited to announce a new platform integration with Salesforce, the world’s #1 AI CRM.

This easy-to-set-up integration was created to help all organizations better leverage their Pitchly and Salesforce investments by bringing together their CRM data and content templates in one central location to create dynamic and compelling documents.


Key Integration Highlights:


Automate Proposal, Pitch Deck & Tombstone Creation

With the integration, users can seamlessly access their Salesforce data and search, filter and insert their CRM data into templates to create custom content, including PowerPoint proposals, pitch decks and tombstones. 

The integration reduces time spent manually entering data and editing branded content and documents.


Activate the data you already have

Eliminate duplicate data entry and inconsistent data across multiple sources. Salesforce is your single source of truth for custom marketing and business development content as your data is synced every 5 minutes to Pitchly with a one-way integration.


Improve productivity

Stop wasting time assembling your data points and cutting and pasting them into documents. With the Salesforce to Pitchly integration, your Salesforce data lives in completely configurable tables with filters that are created for your custom content output needs.

“Many of our clients use Salesforce as their CRM of choice so it made sense for us to prioritize this integration as one of the first in our new Pitchly Integration Engine,” said Michael Brook, CPO at Pitchly. “Pitchly and Salesforce are similar in that they both offer open APIs making it easy to connect and map the data between the two platforms without any development resources. This integration enables both platforms to create maximum effectiveness, efficiency and time to value in data to custom content creation.”

Learn more on the Pitchly and Salesforce integration and summary page.