HubSpot

Setting up Pitch MCP

Connect Pitch to an MCP client like Claude or ChatGPT. If you’ve also connected HubSpot there, your AI assistant can use your HubSpot data to build the deck in the same conversation.

1. In Claude, click Customize and search for Pitch to connect it. In ChatGPT, find Pitch in the plugins menu and install it. Depending on your permissions, you might need to request access from an admin.

2. Sign in to Pitch, choose your workspace, and authorize the connection.

3. Connect HubSpot in the same AI assistant.

4. Ask for the deck you need. Try: “Pull everything we have on Acme in HubSpot and draft an account review with our QBR template. Give me a tracked link.”

Setting up Pitch API (requires Business or Enterprise)

Call Pitch API from a HubSpot workflow or your go-to automation tool, so decks are made when something happens in your CRM.

1. In Pitch, open Settings and go to Integrations to generate an API key.

2. Set up a template with variables for the data you want to fill in, such as company name, date, or deal owner.

3. In a HubSpot workflow, choose your trigger and call Pitch API to create presentations or share links. For example: When a deal moves to a new stage, a proposal deck is created from your sales deck template and filled with deal data.

For API documentation, visit developer.pitch.com.

Tip: Point HubSpot Breeze or your AI assistant to developer.pitch.com to have it write API calls for you.