Pellwood documentation

Guides for admins and developers.

Getting started

Create a workspace, connect your mailbox, set up a pipeline and invite your team.

Importing data

CSV import and the HubSpot, Pipedrive and Salesforce importers: limits, field mapping and re-runs.

Email sync

How Gmail and Outlook sync works, what is private, and how emails are matched to deals.

Automations

Triggers, conditions and actions, plan limits and run history.

API reference

REST API for contacts, companies, deals, activities and webhooks.