Salesforce integration with Pitchly
How to Send new opportunities from Salesforce to Pitchly
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send new opportunities from Salesforce to Pitchly" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pitchly integrations
Pitchly actions
Nekton can use any feature that is available in Pitchly API.
Using our advanced AI, you can easily create custom automations for Pitchly.
Here are some typical actions you can do in your automated workflows.
Create Record
Creates a new record in a database.
Find Record
Finds a record in a database.
Update Record
Updates an existing record in a database.
Find or Create Record
Finds a record in a database.
New Record
Triggers when a new record is added to a database.
Updated Record
Triggers when an existing record is updated in a database.
About Pitchly
Pitchly helps you collect and turn raw data into work assets, like pitch decks and proposals.