Pitchlane is a sophisticated platform for creating, managing and analyzing sales pitches in B2B environments.
Enhance your pitch management with AI Agents that can automate delivery, provide real-time analytics, and optimize performance based on data.
Pitchlane excels at streamlining pitch creation and management for sales teams. Relevance AI transforms this into intelligent, data-driven processes with AI Agents that can analyze, optimize and automate pitch delivery at scale.
Dynamic Pitch Optimization
The agent continuously analyzes pitch performance to suggest real-time improvements.
Automated Engagement Insights
It tracks customer interactions and provides actionable insights to enhance engagement.
Seamless Workflow Automation
The agent automates repetitive tasks, allowing teams to focus on strategic initiatives.
Relevance AI gives you access to Pitchlane's pitch management capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Pitchlane account
- A Relevance AI account with access to your project
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Pitchlane data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication headers, request formatting, or API limits.
Built-in validation and path handling ensure your workflows run smoothly, even when making requests to different Pitchlane endpoints.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Pitchlane + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct authorization by setting up the Pitchlane account permissions accurately.
- Use appropriate HTTP methods: Match GET for retrieving data, POST for creating, PUT/PATCH for updates.
- Structure API paths clearly: Follow Pitchlane's URL pattern for reliable endpoint access.
- Validate request bodies: Ensure JSON payloads match Pitchlane's expected format.
- Monitor response status: Check response codes and headers to confirm successful API operations.
