Pitchbound integration for Lime CRM
Call your Lime contacts straight from Pitchbound. Every call is logged in Lime CRM, with the outcome, an AI summary and next steps.
Keep every sales conversation in Lime CRM
A good call is only worth something if the team can see what was said. When reps switch between a dialer and the CRM, notes get written up late or not at all, and the next person to contact the customer starts from scratch.
With the Pitchbound integration, your reps work from one place and Lime CRM stays the system of record. Every call is logged on the right person as it happens, so the whole team sees the same customer story.
What is Pitchbound?
Pitchbound is a sales tool for teams that call and book meetings. Reps call, hold meetings and send emails from one place, and get AI summaries and next steps automatically. Calls are logged in the CRM, with no manual work. Pitchbound is a Danish company with customers across the Nordics.
What you get with the Pitchbound integration
- Call straight from your Lime contacts. Persons and companies from Lime are searchable in Pitchbound, so reps can find and dial them without copying numbers.
- Every call on the right customer. Each call is saved as history on the person, linked to their company and to the colleague who made the call.
- The details that matter, captured for you. Each call records the outcome, duration, the rep’s notes, an AI summary and next steps.
- Recordings stay in Pitchbound. Lime gets the summary and the next steps. Recordings and transcripts are never written to Lime.
- One view for the whole team. Sales, managers and customer service see the full call history in Lime CRM.
How does it work in practice?
Your Lime administrator creates an API key in Lime Admin. Your Pitchbound administrator pastes it into Pitchbound under Settings, Integrations, and the connection applies to everyone in your organisation. The integration uses the standard objects in Lime CRM, so no custom fields or Lime configuration are needed.
From then on, logging happens as you work. Each call is written to Lime as it happens, linked to the rep by their email address. Pitchbound never deletes anything in Lime. The integration works with Lime CRM in the Lime cloud.
