Onboarding

The Pitch Mentor API lets you integrate your CRM, pull call analytics, and automate workflows. All endpoints require authentication.

Getting Started

  1. 1
    Sign in to your Pitch Mentor dashboard at pitchmentor.net/dashboard
  2. 2
    Navigate to SettingsCRM Integration
  3. 3
    Click Generate API Key and save it securely
  4. 4
    Use the API key in the X-API-Key header for all CRM integration requests

Authentication Methods

MethodUse CaseHeader
API KeyAll endpoints (CRM, analytics, exports)X-API-Key: pm_live_...

API Key Authentication

For CRM integrations (pushing leads into Pitch Mentor), use an API key:

curl https://api.pitchmentor.net/crm/v1/leads \
  -H "X-API-Key: pm_live_your_key_here" \
  -H "Content-Type: application/json"

Using Your API Key

All endpoints (CRM, analytics, and exports) use the same API key authentication:

curl https://api.pitchmentor.net/analytics/me \
  -H "X-API-Key: pm_live_your_key_here"
API keys are scoped to your team and can be revoked from Settings. Generate your key in Dashboard → Settings → API Keys.

Base URL

All API endpoints use the base URL: https://api.pitchmentor.net

Rate Limits

Endpoint TypeLimit
CRM Integration100 requests/minute
Analytics & Export100 requests/minute

Lead Pulling (CRM Integration)

Push your CRM data into Pitch Mentor so your reps get real-time lead context during calls. Works with any CRM — Salesforce, HubSpot, Pipedrive, Close, and more.

How It Works

  1. 1
    Generate an API key from Settings → CRM Integration
  2. 2
    POST your leads to our API from your CRM
  3. 3
    Leads appear automatically during calls by phone match

Create or Update a Lead

POST/crm/v1/leads

If externalId is provided and a lead with that ID already exists, it will be updated (upsert).

curl -X POST https://api.pitchmentor.net/crm/v1/leads \
  -H "X-API-Key: pm_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "externalId": "sf_00Q1234567",
    "source": "salesforce",
    "name": "Jane Smith",
    "phone": "+1-555-867-5309",
    "email": "[email protected]",
    "company": "Acme Corp",
    "stage": "QUALIFIED",
    "value": 15000,
    "description": "Interested in enterprise plan"
  }'

Request Fields

FieldTypeRequiredDescription
namestringYesLead's full name
phonestringYesPhone number (any format)
externalIdstringNoYour CRM's unique ID
sourcestringNoCRM name (e.g., "salesforce")
emailstringNoEmail address
companystringNoCompany name
stagestringNoDeal stage
valuenumberNoDeal value (USD)
descriptionstringNoNotes or context

Batch Import

POST/crm/v1/leads/batch

Import up to 100 leads at once. Same upsert logic applies per lead.

curl -X POST https://api.pitchmentor.net/crm/v1/leads/batch \
  -H "X-API-Key: pm_live_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "leads": [
      {
        "name": "Alice Johnson",
        "phone": "+15551234567",
        "company": "Startup Inc",
        "stage": "NEW"
      },
      {
        "name": "Bob Williams",
        "phone": "+15559876543",
        "company": "Big Corp",
        "stage": "QUALIFIED"
      }
    ]
  }'
Phone numbers are matched flexibly — we strip all non-digit characters before matching, so "+1 (555) 867-5309" and "5558675309" are treated as identical.

Response Format

{
  "success": true,
  "lead": {
    "id": "uuid",
    "externalId": "sf_00Q1234567",
    "name": "Jane Smith",
    "phone": "+1-555-867-5309",
    "company": "Acme Corp"
  }
}

Common Integration Patterns

Webhook Sync

Configure your CRM to send a webhook when leads are created/updated. POST the payload to our API.

Scheduled Sync

Run a cron job every hour to query your CRM for new/updated leads and batch import them.

Real-time Push

Add API calls to your CRM workflows or automations to push leads as they're created.

Analytics Pulling

Pull your call data, transcripts, and analytics programmatically. Perfect for building custom dashboards, exporting to spreadsheets, or integrating with your analytics stack.

Analytics endpoints use API key authentication. Generate your key in Dashboard → Settings → API Keys.

Personal Analytics

GET/analytics/me

Get comprehensive analytics for your calls including trends, outcomes, objections, and personal bests.

Query Parameters

  • period: 7d | 30d | 90d | all (default: 30d)
  • format: summary | detailed (default: summary)
curl https://api.pitchmentor.net/analytics/me?period=30d&format=detailed \
  -H "X-API-Key: pm_live_your_key_here"

Individual Call Data

GET/calls/:id/data

Get complete data for a single call including full transcript, coaching logs, and CRM lead information.

curl https://api.pitchmentor.net/calls/CALL_ID/data \
  -H "X-API-Key: pm_live_your_key_here"

Bulk Call Export

GET/calls/export

Export your calls in CSV or JSON format with advanced filtering options.

Query Parameters

  • format: csv | json (default: csv)
  • from: ISO date (YYYY-MM-DD)
  • to: ISO date (YYYY-MM-DD)
  • callType: set | closer
  • outcome: interested | not_interested | etc.
  • limit: max records (default: 1000, max: 10000)
# Export as JSON with filters
curl "https://api.pitchmentor.net/calls/export?format=json&from=2026-01-01&to=2026-02-01" \
  -H "X-API-Key: pm_live_your_key_here" \
  -o calls.json

# Export as CSV
curl "https://api.pitchmentor.net/calls/export?format=csv" \
  -H "X-API-Key: pm_live_your_key_here" \
  -o calls.csv

Team Member Analytics (Admin Only)

GET/analytics/user/:userId

Team admins can view detailed analytics for any team member. Requires admin role.

curl https://api.pitchmentor.net/analytics/user/USER_ID?period=30d \
  -H "X-API-Key: pm_live_your_key_here"

CSV Export Fields

When exporting as CSV, the following fields are included:

FieldDescription
IDCall UUID
DateCall start timestamp (ISO 8601)
Duration (s)Call duration in seconds
Platformtab | phone | app
Call Typeset | closer
Prospect NameLead name from CRM
Prospect PhoneLead phone number
Prospect CompanyLead company
Coaching TipsNumber of coaching cards shown
OutcomeCall outcome
Call ScoreAI score (0-100)
Talk RatioRep talk percentage
SummaryAI-generated call summary

Use Cases

Custom Dashboards

Fetch analytics data and build your own visualization dashboards with tools like Tableau, Power BI, or custom React apps.

Spreadsheet Analysis

Export calls to CSV and analyze performance trends in Excel or Google Sheets.

Data Warehouse Integration

Pull call data into your data warehouse (Snowflake, BigQuery, etc.) for company-wide analytics.

Automated Reporting

Schedule weekly exports and automatically generate performance reports for your team.

Call Review Tools

Build custom tools to review transcripts and coaching suggestions for training purposes.

Questions? Reach out at [email protected]