Keep conversations in the warehouse and let what you learn there change the next chat.
Get more done with Tidio and Pitchly integration
Pull the right Pitchly credential or deal record into a Tidio conversation on request.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Databases
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Pitchly
Answer have you done this before
A Pitchly deal record with the right sector and size answers it with proof rather than a claim.
Send a team credential
The profile of the person who led similar work, straight from Pitchly.
Keep the wording approved
Only published Pitchly text leaves the conversation, so nothing is improvised.
Flag a missing record
A credential nobody can find becomes a note for the team who maintain Pitchly.
Overview
Pitchly keeps the firm's proof: the deals, the tombstones, the team credentials, the league table positions. Those are what a prospect asks for, and what a partner needs at short notice. Reading Pitchly into Tidio means whoever is in the conversation can find the relevant deal record and send it, rather than asking marketing to dig it out. Pitchly stays the source, with its approvals and its published wording intact.
Key features
- Credentials in the chat Search Pitchly deal records without leaving the conversation.
- Approved wording only What goes out is what Pitchly has published.
- Team profiles on hand Send the right person's experience, not a guess.
- Gaps recorded A missing credential can be flagged in Pitchly.
Pitchly
Databases
Tags
Analytics & Reporting
Contact Sync
How it works
Connect Pitchly in minutes
1
Connect Pitchly and Tidio
Zapier, Integrately or Make links the two, or a service searches Pitchly and posts to the Tidio API.
2
Expose published records
Search the approved set. Draft and unapproved records stay internal.
3
Record what is missing
A gap found in a conversation is written back so Pitchly gets more complete.
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Frequently asked questions
Common questions about the Pitchly integration
Can anything unapproved be sent?
Not if the search is scoped to published records, which is the point of doing it this way. Credential wording in professional services is checked for a reason, and a partner paraphrasing a deal from memory in a chat is exactly the risk Pitchly exists to remove.
Is a chat the right place for credentials?
For quick questions during a pitch process, yes. Somebody asking whether you have done this in their sector wants an answer in minutes. A formal pitch book is still assembled the usual way, from the same Pitchly records.
Is the Pitchly integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Pitchly integration.