Popular Use Cases
Start a workflow in your other tools whenever something new happens in pitchly.
Update records in pitchly automatically when data changes in the apps your team already uses.
Log pitchly activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate pitchly
Ready-made flows built with pitchly — preview one, then make it yours.
Integrate pitchly with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of pitchly integrations
See how pitchly integrates with popular apps to automate tasks and streamline your workflow.
Create pitch decks in Pitchly when a HubSpot deal reaches proposal stage.
Turn Google Sheets leads into Pitchly proposal drafts before sales reps start outreach.
Send final Pitchly assets to Slack when a client presentation gets approved.
Build Pitchly work assets from Airtable project notes after a brief is finalized.
Update your CRM with Pitchly proposal status after a prospect signs.
Sync Pitchly data into your spreadsheet when source records change.
How to get started with pitchly automations
Automate when something happens in pitchly
Login -> Create new flow -> Select trigger -> Search pitchly -> Choose the trigger from the list
Take action in pitchly when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search pitchly -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It connects Pitchly to your CRM, file storage, forms, and AI so you can automatically create, customize, deliver, and track pitch decks and proposals without manual copy-paste or design work.
Once a workflow is set up, a deck or proposal can be assembled and exported in seconds after a trigger (new lead, qualifying score, or completed intake form). Typical setup takes one business day for common workflows.
Yes — viaSocket can use AI to extract prospect details, summarize discovery notes, select the best content blocks, and populate Pitchly templates automatically so assets are tailored and ready-to-send.
viaSocket follows standard enterprise practices: encrypted connections to Pitchly and other apps, scoped API access, and configurable permissions. You control what data flows and where it’s stored.
About pitchly
Pitchly helps you collect and turn raw data into work assets, like pitch decks and proposals.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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