Pitchly + Salesforce
Send new opportunities from Salesforce to Pitchly
Create Pitchly records from new Salesforce opportunity data. Aggregate information and share results with your cross-functional teams.
Create Pitchly records from new Salesforce opportunity data. Aggregate information and share results with your cross-functional teams.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Record
Creates a new record in a database.
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- 14 day trial for premium features & apps
About Pitchly
Pitchly helps you collect and turn raw data into work assets, like pitch decks and proposals.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
