SQL Integrations

Connecting Pitchly to existing databases

Pitchly’s SQL integration allows your data to be streamed in real-time no matter where the data lives. Once your database is connected to Pitchly, users can perform a number of following activities: 

Filter Records

Save Filters

Field Searches

Create a Custom View

Designing and Editing Document Templates

Exporting Document Templates

Inviting and Removing Users

Please note that certain activities require administrative level user permissions to perform, such as adding or removing new users. 

Accounts connected via a SQL integration are currently read-only. If there is a need to make revisions to the source data please consult your company’s internal IT department, or reach out to a member of our team.

 

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.