Pitchsite works with the tools agencies already love. Browse 56+ integrations and connect your proposal workflow to your CRM, PM tool, billing platform, and automation stack.
Sync deals, contacts, and proposals with your CRM.
Connect your CRM pipeline to your proposal workflow
View integration →Connect Salesforce opportunities to your proposal pipeline
View integration →Turn Pipedrive deals into winning proposals instantly
View integration →Power your Close.io pipeline with instant Pitchsite proposals
View integration →Marry your marketing automation with proposal delivery
View integration →Launch client projects the moment a proposal is signed.
Turn signed proposals into Monday.com projects instantly
View integration →From proposal signed to Asana project in seconds
View integration →Move proposals to Trello boards automatically on close
View integration →Bridge proposal close and ClickUp project start seamlessly
View integration →Create Notion client wikis automatically from signed proposals
View integration →Launch Basecamp projects the moment a proposal is signed
View integration →Connect proposals to Teamwork projects for agency delivery teams
View integration →Real-time alerts, meeting links, and async video in proposals.
Get real-time proposal alerts in Slack when it matters most
View integration →Add Google Meet links to proposals for instant discovery calls
View integration →Embed Zoom meeting links in proposals for seamless client conversations
View integration →Record personal proposal walk-throughs with Loom
View integration →Engage proposal prospects in real time with Intercom
View integration →Invoice and collect payment from signed proposals automatically.
Collect deposits and payments directly from your proposals
View integration →Sync signed proposals to QuickBooks invoices automatically
View integration →Auto-generate Xero invoices from every signed proposal
View integration →Invoice clients immediately from accepted proposals via FreshBooks
View integration →Free accounting meets professional proposals with Wave + Pitchsite
View integration →Embed booking links so prospects can act while engaged.
Legally binding signatures on every proposal.
Auto-archive proposals and assets in your cloud storage.
Embed mockups, prototypes, and design assets in proposals.
Track proposal performance and engagement at a deeper level.
Trigger email sequences from proposal events.
Trigger Mailchimp email campaigns from proposal events
View integration →Power your email marketing and proposal delivery with ActiveCampaign
View integration →Use Klaviyo flows to engage proposal prospects at every stage
View integration →Send proposals as part of ConvertKit automation sequences
View integration →Measure actual hours against proposal scope to track margins.
Track time against proposal scope to measure true project profitability
View integration →Time tracking, invoicing, and proposal scope — all in sync via Harvest
View integration →Free time tracking connected to your Pitchsite proposals
View integration →Proposal workflows for agencies building on major CMS platforms.
Connect Pitchsite to any tool with no-code automation.
Surface proposal context in your support platform.
Convert form submissions into personalised proposals.
Log proposal data for custom reporting and analysis.
Turn prospect research into personalised proposals faster.
Pitchsite connects to thousands of apps via Zapier and Make. If your tool isn't listed, it's almost certainly reachable. And we're adding native integrations every month — request yours.