Pitchly connector
Automate Pitchly Data Management and Sync Across Your Business Stack
Connect Pitchly to your CRM, marketing tools, and data pipelines so deal credentials, case studies, and tombstones stay current.
What can you do with the Pitchly connector?
Pitchly is a data management platform built for professional services firms to organize, maintain, and publish deal tombstones, credentials, and case studies at scale. Integrating Pitchly with the rest of your tech stack cuts out the manual work of keeping credential data in sync across CRMs, proposal tools, and internal databases. With tray.ai, you can build automated workflows that push new deal data into Pitchly, trigger content generation pipelines, and surface the right credentials at the right moment in your sales and marketing processes.
Automate & integrate Pitchly
Automating Pitchly business process or integrating Pitchly data is made easy with tray.ai
Use case
CRM-to-Pitchly Deal Credential Sync
When a deal closes in Salesforce or HubSpot, automatically create or update the corresponding tombstone record in Pitchly with deal details like company name, transaction size, industry, and deal type. Your credentials library stays populated with fresh data without relying on manual entry from bankers or deal teams.
Use case
Automated Pitch Book and Proposal Enrichment
Trigger a workflow whenever a new pitch book or RFP request is created that automatically queries Pitchly for relevant deal credentials, case studies, or tombstones matching the target industry or deal type. Retrieved credentials can be pushed directly into document generation tools like Google Slides, PowerPoint via OneDrive, or proposal platforms.
Use case
Pitchly Record Enrichment from External Data Sources
Pull company and deal metadata from external sources like LinkedIn, Clearbit, or your internal data warehouse to enrich Pitchly records automatically. When a new tombstone is created, enrichment workflows fire to populate missing fields like company description, sector classification, or geographic region.
Use case
Credential Approval and Publishing Workflow
When a new deal record is added to Pitchly, automatically route it through an approval workflow in Slack or Microsoft Teams, notifying the relevant deal partner or compliance reviewer. Once approved, Pitchly publishes the credential and logs the update in your project management or tracking system.
Use case
Marketing Content Generation from Pitchly Data
Use closed deal data from Pitchly to kick off marketing content production — LinkedIn posts, press release drafts, website case study pages. Connect Pitchly to an AI writing tool or your CMS and automatically draft content based on tombstone details for marketing team review.
Use case
Pitchly Data Export and Reporting Pipelines
Schedule regular exports of Pitchly deal credential data into your BI tools like Snowflake, BigQuery, or Google Sheets to power reporting on deal activity, sector coverage, and credential volume. Leadership and business development teams get visibility into credential library health without manual exports.
Use case
New Employee Onboarding with Credential Access Provisioning
When a new hire is added to your HR system or Active Directory, automatically trigger a workflow that creates their Pitchly user account, assigns appropriate permissions based on their team or role, and sends a welcome notification with getting-started resources. No more manual provisioning for new bankers and business development staff.
Build Pitchly Agents
Give agents secure and governed access to Pitchly through Agent Builder and Agent Gateway for MCP.
Data Source
Search Deal Records
An agent can search and retrieve deal records from Pitchly, including transaction details, deal values, and involved parties. This lets the agent surface relevant deal history for proposals, pitches, or competitive analysis.
Data Source
Fetch Credentials and Experience Data
An agent can pull structured credentials, tombstones, and experience data stored in Pitchly to assemble accurate firm or team profiles. Useful for generating RFP responses or capability statements without hunting down data manually.
Data Source
Retrieve People and Team Profiles
An agent can look up individual professional profiles, bios, and role information stored in Pitchly. This lets the agent auto-populate pitch materials or directory listings with up-to-date personnel data.
Data Source
Query Custom Data Tables
An agent can query custom data tables and fields configured within Pitchly to retrieve firm-specific structured data. This supports tailored reporting and on-demand lookups across any data type the platform tracks.
Data Source
Pull League Table and Ranking Data
An agent can retrieve league table entries and ranking data from Pitchly to back up competitive positioning in pitches and marketing materials. Pitch content stays current with the latest performance figures.
Agent Tool
Create or Update Deal Records
An agent can create new deal records or update existing ones in Pitchly as transactions close or details change. This keeps the deal database accurate without deal teams doing manual data entry.
Agent Tool
Add or Update People Records
An agent can add new team members or update existing professional profiles in Pitchly when personnel changes occur. Pitch materials always draw from a current, complete people database.
Agent Tool
Generate Pitch Content Snippets
An agent can assemble pitch content blocks from Pitchly data, combining deal experience, credentials, and bios into ready-to-use snippets. That cuts time spent on content sourcing when building pitch documents.
Agent Tool
Tag and Categorize Records
An agent can apply tags, categories, or classifications to records in Pitchly to improve searchability and keep data organized. This makes content easier to govern and faster to find during pitch prep.
Agent Tool
Sync Data from External Sources
An agent can push data into Pitchly from external systems like CRMs, deal tracking tools, or HR platforms to keep records in sync. Fewer data silos, and Pitchly stays the single source of truth for pitch data.
Agent Tool
Archive or Deactivate Outdated Records
An agent can identify and archive stale or superseded records in Pitchly based on date thresholds or status changes. This keeps the database clean so outdated information doesn't show up in pitch materials.
Get started with our Pitchly connector today
If you would like to get started with the tray.ai Pitchly connector today then speak to one of our team.
Pitchly Challenges
What challenges are there when working with Pitchly and how will using Tray.ai help?
Challenge
Keeping Credential Data Consistent Across Systems
Professional services firms often maintain deal data in multiple places at once — a CRM for pipeline management, Pitchly for credentials, shared drives for pitch materials. Keeping all of that consistent requires constant manual reconciliation, and outdated or conflicting records are a recurring problem as a result.
How Tray.ai Can Help:
tray.ai supports event-driven sync workflows that automatically propagate deal data changes between Salesforce, HubSpot, and Pitchly in real time, so there's a single source of truth without manual intervention.
Challenge
Complex Field Mapping Between CRM and Pitchly Schemas
CRM deal records and Pitchly tombstone records use different data models and field conventions. Mapping transaction values, counterparty names, sector tags, and deal types between systems is error-prone when done manually, and the rules often vary by firm or deal type.
How Tray.ai Can Help:
tray.ai's visual data mapper and built-in transformation capabilities let teams define custom field mappings and data normalization rules between CRM fields and Pitchly's schema without writing custom code.
Challenge
Triggering Downstream Actions When Credentials Are Published
Once a credential is approved and published in Pitchly, a handful of things typically need to happen next: the deal team gets notified, the CRM gets updated, marketing drafts an announcement, and the website may need a refresh. Coordinating all of that manually is slow and often inconsistent.
How Tray.ai Can Help:
tray.ai can listen for Pitchly record status changes and fan out multiple parallel actions across Slack, Salesforce, OpenAI, and CMS platforms simultaneously from a single workflow trigger.
Challenge
Managing Pitchly User Lifecycle at Scale
In larger firms with frequent hiring and departures, manually provisioning and deprovisioning Pitchly user accounts creates overhead for IT and operations teams — and introduces real security risk when departed employees retain access.
How Tray.ai Can Help:
tray.ai connects HR systems like Workday or BambooHR to Pitchly's user management API, automatically provisioning accounts on hire and deactivating them on departure based on HR system events.
Challenge
Limited Native Reporting and Data Export Capabilities
Teams that need to analyze credential library coverage, deal volume by sector, or publishing velocity often can't get Pitchly data into their BI tools without manual exports. That creates a bottleneck every time leadership asks for a report.
How Tray.ai Can Help:
tray.ai supports scheduled data pipeline workflows that regularly extract Pitchly credential data and load it into Snowflake, BigQuery, or Google Sheets, so dashboards stay current and manual export cycles disappear.
Talk to our team to learn how to connect Pitchly with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Start using our pre-built Pitchly templates today
Start from scratch or use one of our pre-built Pitchly templates to quickly solve your most common use cases.
Template
Sync Closed Salesforce Opportunities to Pitchly Tombstones
Automatically creates a new Pitchly deal credential record whenever an opportunity is marked Closed Won in Salesforce, mapping CRM fields to the appropriate Pitchly fields.
Steps:
- Trigger: Salesforce opportunity stage changes to Closed Won
- Map opportunity fields (deal name, amount, account, industry, close date) to Pitchly credential schema
- Create or upsert the tombstone record in Pitchly via API
Connectors Used: Salesforce, Pitchly
Template
Route New Pitchly Credentials for Slack Approval
When a new credential is added to Pitchly in draft status, sends an approval request to a designated Slack channel and updates the Pitchly record status based on the reviewer's response.
Steps:
- Trigger: New credential record created in Pitchly with draft status
- Send formatted approval message to designated Slack channel with deal details and approve/reject buttons
- Update Pitchly credential status to Published or Rejected based on Slack response
Connectors Used: Pitchly, Slack
Template
Export Pitchly Credentials to Google Sheets for Reporting
Runs on a schedule to pull all active credentials from Pitchly and write them to a Google Sheet, giving business development teams an easy way to review and report on credential library coverage.
Steps:
- Trigger: Scheduled daily or weekly run
- Query Pitchly API for all active credential records with specified filters
- Write or refresh rows in a designated Google Sheet with latest credential data
Connectors Used: Pitchly, Google Sheets
Template
Generate LinkedIn Draft Posts from New Pitchly Tombstones
When a credential is published in Pitchly, automatically generates a draft LinkedIn announcement post using an AI writing tool and saves it to a Google Doc for marketing team review.
Steps:
- Trigger: Pitchly credential status changes to Published
- Send deal details from Pitchly to OpenAI to generate a LinkedIn post draft
- Save the generated draft to a designated Google Docs folder for marketing review
Connectors Used: Pitchly, OpenAI, Google Docs
Template
Provision Pitchly User Accounts from Workday New Hire Records
Automatically creates a Pitchly user account with appropriate role-based permissions when a new employee is added in Workday, then notifies them via email.
Steps:
- Trigger: New employee record created in Workday
- Create Pitchly user account and assign permissions based on employee department and role mapping
- Send onboarding email via SendGrid with Pitchly access details and getting started resources
Connectors Used: Workday REST, Pitchly, SendGrid
Template
Enrich Pitchly Records with Clearbit Company Data
When a new tombstone is created in Pitchly, automatically looks up the target company in Clearbit and fills in missing fields like industry classification, employee count, and company description.
Steps:
- Trigger: New credential record created in Pitchly
- Query Clearbit Enrichment API using the target company name or domain from the Pitchly record
- Update the Pitchly credential record with enriched company metadata fields
Connectors Used: Pitchly, Clearbit