If you’ve ever tried to get your sales decks out of Pitch and into the hands of your Salesforce-obsessed sales team, you know it can get messy—fast. Maybe you’re a sales ops lead, a solutions engineer, or just the person who keeps getting asked, “Can you make these tools talk to each other?” Either way, this guide’s for you.
I’ll walk you through practical steps to connect Pitch with Salesforce, what’s worth automating, and what’s just a distraction. You’ll get real tips, not just buzzwords. Let’s make your B2B workflow a little less painful.
Why bother integrating Pitch with Salesforce?
If you’re here, you probably get the appeal: Pitch is where your team builds smart, good-looking sales decks. Salesforce is where the deals live and die. But they don’t play nice out of the box. Without some integration, you end up with:
- Decks lost in email threads
- No idea which version was sent to a prospect
- Reps wasting time copying links and updating CRM fields (or just…not doing it)
Connecting the two means:
- Sales reps can grab the latest deck from inside Salesforce
- You track which deck was sent for each opportunity
- You spend less time chasing people for updates
But, not every “integration” is worth your time. Some are more show than substance. Let’s get into what actually helps.
Step 1: Map the workflow—don’t just start wiring tools together
Before you start clicking around in Zapier or Salesforce AppExchange, get clear on what you want to happen. Otherwise, you’ll automate a mess and call it progress.
Ask yourself and your team:
- When do you need Pitch decks in Salesforce? (New lead? Proposal stage? Close?)
- Do you want to attach decks to records, or just link to them?
- Who needs access: just AEs, or marketing, too?
- Do you need to track which version of a deck was shared?
Pro tip: Grab a notepad or whiteboard and sketch the ideal flow. Don’t skip this. You’ll thank yourself when things get complicated later.
Step 2: Choose your integration method
Here’s the thing: there’s no official, one-click “Pitch for Salesforce” connector right now. But you have a few workable options:
Option 1: Manual link sharing (the simple way)
- In Pitch, create a share link for your deck.
- Paste it into the relevant Salesforce record (Opportunity, Lead, or Account).
- Add a custom field in Salesforce like “Pitch Deck URL.”
When to use:
This is low-tech but works fine for small teams or low volume. It’s fast and reliable—and there’s nothing to break.
Downsides:
It’s manual, so it relies on humans doing what they’re supposed to. Version control is on you.
Option 2: Automation with Zapier or Make
If you want to avoid copy-paste, use a no-code automation tool like Zapier or Make (formerly Integromat).
How it works:
- Set up a “Zap” (or scenario) to watch for new or updated decks in Pitch.
- When a deck is created or updated, fire off a webhook or update the Salesforce record automatically.
- You might need to use email notifications and Zapier’s email parser if Pitch’s API/webhooks aren’t enough.
What you can automate:
- Adding a Pitch deck URL to a Salesforce opportunity when a deal hits a certain stage
- Notifying reps on Slack/Teams when a new deck is ready
What you can’t automate well:
- Embedding live deck previews in Salesforce (unless you get deep into custom dev)
- Rich analytics—Pitch won’t magically sync viewer stats to Salesforce
Pro tip:
Start simple. Automate just one thing (like adding a deck URL) before you try more complex flows.
Option 3: Custom Salesforce integration (for the brave)
If you have developers and a real need for deep integration, you can build a custom Salesforce Lightning component or use Salesforce’s REST API to pull in data from Pitch’s API.
Typical use cases:
- Embedding a live Pitch deck preview in Salesforce
- Logging which versions of a deck were sent, and when
- Syncing deck analytics into custom Salesforce fields
Reality check:
This is expensive and takes time. Only go this route if you have a strong business case (think: enterprise sales teams with strict compliance or analytics needs).
Step 3: Set up your chosen integration
For manual link sharing:
- Create a custom field in Salesforce:
- Go to Object Manager → Opportunity (or Lead/Account).
- Add a new field (URL type) called “Pitch Deck Link.”
- Train your sales team to paste the Pitch deck URL there every time they send a deck.
- Standardize naming conventions for decks so they’re easy to match to deals.
For Zapier/Make automation:
- Check Pitch’s integration options:
- As of now, Pitch doesn’t have native Zapier triggers, but you can use email notifications or API workarounds.
- Set up Pitch to email a unique address (Zapier’s Email Parser) when a deck is created or updated.
- Create a Zap:
- Trigger: New parsed email from Pitch.
- Action: Find/update Salesforce record, add/update the “Pitch Deck Link” field.
- Test it. Don’t roll out to everyone until you’re sure it actually works.
Got dev resources?
- Have them check Pitch’s API documentation for more options, but know it’s not as open as some platforms.
Step 4: Keep things organized (or your integration will fall apart)
Even the best integration won’t fix chaos. You need a system:
-
Naming conventions:
Agree as a team how decks are named (e.g., “{Client Name} - {Product} - v{Version}”). -
Version control:
If you’re sending updated decks, make it clear in Salesforce which version the prospect got. -
Ownership:
Decide who’s responsible for updating Salesforce with deck info. If it’s “everyone,” it’s no one.
Pro tip:
Once a quarter, spot-check a handful of Salesforce records to see if the right deck links are there. Fix any bad habits early.
Step 5: Decide what NOT to automate
There’s a temptation to automate everything. Resist it. Here’s what you can safely ignore, at least to start:
-
Syncing every Pitch deck ever into Salesforce:
Only sync what’s actually sent to clients. Otherwise, you’ll drown in irrelevant links. -
Automating slide-level analytics into Salesforce:
The data exists in Pitch, but piping it into Salesforce isn’t worth the hassle for most teams. -
Custom objects for every deck version:
Unless you have strict compliance requirements, just track the latest link/version.
Focus on the simple stuff that saves your team time and headaches.
Step 6: Train your team and get feedback
No integration survives first contact with the sales team. Demo the new process, get feedback, and tweak as needed.
- Keep instructions short and visual.
- Explain why you’re doing this (“So we don’t lose deals because someone sent the wrong deck.”)
- Make it easy to report issues (e.g., a Slack channel, or just “email me if something breaks”).
What actually matters (and what doesn’t)
Works: - Keeping deck links up to date in Salesforce - Making it easy for reps to find and send the right deck - Tracking which deck was sent for each opportunity
Doesn’t work (or isn’t worth it): - Full-blown, custom two-way sync unless you’re a huge org - Relying on sales reps to do 10 extra steps (they won’t) - Overcomplicating things with fancy dashboards nobody uses
Wrapping up
Integrating Pitch with Salesforce isn’t magic, and it’s never as simple as sales decks make it sound. Start with the basics: make sure the right deck gets to the right prospect, and that your CRM reflects reality. Get that working, then improve as you go. Don’t get sucked into automating for automation’s sake.
Keep it simple, get feedback, and iterate. That’s how you actually make your B2B workflow less painful—and keep your sales team (and your sanity) intact.