A conversation here.
The right record there.
Every call you log is written to HubSpot, Salesforce or a Google Sheet you own, with the outcome, the next step and the notes you choose to share. Nothing to export, nothing to copy across.
HubSpot
Every call lands on the contact, with the outcome and the next step.
What syncs
- The person: the matching contact, or a new one with name, company, job title and any number or email you've revealed. Existing contact fields are never overwritten.
- Each call as a call activity on the contact: date, outcome, duration, who called, the profile link and the brief's key signals.
- A follow-up task on the callback date, plus any dashboard note you choose to send to HubSpot.
How to connect
The licence holder who owns your PitchWhip account presses Connect HubSpot in dashboard Integrations, signs in to HubSpot and allows access. There are no keys to copy.
Follow-up tasks are on from the start. Switch them off in the same place if you'd rather keep callbacks out of HubSpot.
How matching works
PitchWhip finds the contact by the email your account has revealed for that person. Without an email it searches by first name, surname and company. It creates a contact only when it has a full name and a company, and never overwrites fields on a contact that already exists. Nothing is duplicated and nothing is lost.
A call waits in PitchWhip, flagged under HubSpot in dashboard Integrations, in three cases. The profile showed no surname or no company. HubSpot has two contacts who could be the person, or one it cannot confirm without a revealed email. Or the HubSpot connection lost access or a permission. Fix the cause, then press Sync the last 30 days to send those calls.
Step-by-step setup and troubleshooting
Who does it
The licence holder who owns your PitchWhip account, once for the whole team. In HubSpot they need to be a Super Admin or have App Marketplace access. No keys to copy.
Steps
- Log in to the PitchWhip dashboard and open Integrations → HubSpot.
- Press Connect HubSpot and sign in to HubSpot.
- Pick the HubSpot account to connect.
- Press Allow. You land back in the dashboard, connected.
What syncs
Each logged call goes onto the matching contact (or a new one) as a call activity, with a follow-up task on the callback date. Dashboard notes go only when you select HubSpot for that note. PitchWhip asks for contacts read and write; existing contact fields are never overwritten.
If it doesn’t work
- Refused? Only the licence holder who owns the PitchWhip account can connect HubSpot, not team members or seat holders. Sign in as them and try again.
- Calls held back? Open Integrations → HubSpot, fix the reason shown, then press Sync the last 30 days.
Google Sheets
A spreadsheet you own: who you called, what happened, when to follow up.
What syncs
- The person: a Contacts tab with name, company, title, profile link and any number or email you've revealed.
- Each call in the call log: date, outcome, callback date, the brief's key signals and the notes you wrote in the extension.
- Meetings you book go into your Google Calendar, and any dashboard note you choose to send to Sheets goes to its own Dashboard Notes tab.
How to connect
In the Chrome extension, open Settings, then Integrations, then Google Sheets & Calendar, and connect your Google account.
PitchWhip creates the spreadsheet in your Drive and View my CRM opens it. It can only see files it created, nothing else in your Drive.
When your sheet updates
Sheets syncing runs through the extension, so changes reach the sheet while Chrome is open with PitchWhip enabled and Google connected. Edits queue up and go across in order. The export status in the dashboard shows when each one has landed.
Step-by-step setup and troubleshooting
Who does it
Each person, in their own PitchWhip Chrome extension. No admin needed. It is set up in the extension, not the dashboard.
Steps
- Open the PitchWhip extension’s Settings and go to Integrations.
- Under Google Sheets & Calendar, press Connect Google.
- Sign in to Google and allow access. Tick every box on Google’s screen.
- Press View my CRM to open your new PitchWhip CRM spreadsheet.
What syncs
A Contacts tab, a Call Log tab with every call, and a Dashboard Notes tab for notes you send to Sheets. Booked meetings go on your Google Calendar. PitchWhip can only see the spreadsheet it created, nothing else in your Drive.
If it doesn’t work
- The sheet updates while Chrome is open with PitchWhip on. Changes queue and catch up on their own.
- Asked to reconnect? A permission was unticked. Press Connect Google again and tick both boxes.
Salesforce
Every call lands on the Contact or Lead your team already works from.
What syncs
- The person: the matching Contact or Lead. Existing fields are never overwritten, and new Leads are created only if you switch that on.
- Each call as a completed Task: date, outcome, duration, who called, the profile link and the brief's key signals.
- A follow-up Task on the callback date, plus any dashboard note you choose to send to Salesforce.
How to connect
Your Salesforce admin installs the PitchWhip package once. Then the licence holder who owns your PitchWhip account presses Connect Salesforce in dashboard Integrations and allows access. There are no keys to copy.
Callback tasks are on from the start. Lead creation is off until you turn it on.
How matching works
PitchWhip attaches a call to an existing Contact or Lead only when it is sure of the person. That means a revealed email that matches, with the same name and company, or a match it has verified before. A name or phone number alone is never enough, so a call never lands on the wrong record.
Sometimes a call cannot be placed: two records could be the person, or nothing matches and Lead creation is off. It stays in PitchWhip and your admin sees it under Salesforce sync issues in the dashboard. Fix the record or switch on Lead creation, then press Sync the last 30 days to send it.
Step-by-step setup and troubleshooting
Who does it
Step 1: a Salesforce admin, once per company. Steps 2 to 4: the licence holder who owns your PitchWhip account, once for the whole team. No keys to copy.
Steps
- Your Salesforce admin opens the install link (sandbox: this one), chooses Install for Admins Only or Install for All Users, ticks the acknowledgement box, then presses Install and Done.
- In the PitchWhip dashboard, open Integrations → Salesforce.
- Choose Production or Developer Edition or Sandbox, then press Connect Salesforce.
- Sign in to Salesforce and press Allow. You land back in the dashboard, connected.
What syncs
Each logged call becomes a completed Task on the matching Contact or Lead, with a follow-up Task on the callback date. New Leads only if you switch that on. The Salesforce user needs API access, read on Contacts, Leads and Accounts, and create and edit on Tasks (plus create on Leads for new Leads).
If it doesn’t work
- The orange “not authorized for distribution” notice is normal: PitchWhip isn’t listed on AppExchange yet. Tick the box and carry on.
- “Mismatching Versions”? Your org is still on the previous Salesforce release. The install works once Salesforce upgrades it, usually within days.
- Users blocked from connecting? In Setup → Apps → Connected Apps → Manage Connected Apps → PitchWhip → Edit Policies, set Permitted Users to “All users may self-authorize”.
Good to know.
Can I update calls and notes from the dashboard?
Yes. In Calls, edit your synced call's outcome or callback date. Use Edit notes to write a separate dashboard note and select HubSpot or Google Sheets as its destination (or Salesforce).
With no destination selected, the note stays in PitchWhip. Check its export status after saving. Google Sheets needs the connected extension running in Chrome.
Which notes are shared?
HubSpot and Salesforce receive dashboard notes only when you select it for that note. Private extension notes and transcripts are excluded from those CRM exports.
Google Sheets can include call notes and summaries recorded in the extension. Dashboard notes you select for Sheets are exported separately to the Dashboard Notes tab.
Does deleting a call remove it from my CRM too?
No. Deleting a PitchWhip call removes it from your PitchWhip history. Existing CRM contacts, activities and exported spreadsheet copies remain. Disconnecting an integration stops new syncing; it does not erase previous exports.
Is this a full two-way CRM sync?
Yes, it works both ways with Google Sheets, HubSpot and Salesforce. Your calls, outcomes and callbacks go out to them, and what they already hold comes back to you while you prospect. On a LinkedIn profile you see the lifecycle stage, lead status, last contact, the number and email on file and any do-not-call mark. Change a call's outcome or callback in PitchWhip and your CRM follows; an edit someone made in the CRM is left alone. PitchWhip never copies your whole CRM into PitchWhip. CRM sync is for paid plans.
Need help with your setup? Email hello@pitchwhip.com and a human will help.
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