A client submits their brief and the details land as a new record in Pitchly, the trigger for the work that turns raw information into a pitch deck or proposal. Right now the person who should know that a job has started, whether that is a teammate or the client themselves, has no way of finding out until someone remembers to tell them, and a busy studio can lose a whole afternoon to that kind of small administrative gap.

Connected to Mobile Message through Zapier, Pitchly can turn that new record, or any updated record further down the track, into a text message. A sales assistant putting together twenty proposals a week no longer has to leave the platform to nudge a colleague or update a client, the text goes out the moment the record changes, and the same record can carry a note of exactly what was texted and when.

The connection also runs the other way. When a customer replies to one of those texts, Mobile Message can create a fresh record in Pitchly so the reply is not lost in a phone, and once a message's delivery status changes that matching record can be updated automatically, giving anyone checking Pitchly an accurate picture of where a conversation stands.