Integrations

Connect Pellwood to the tools you already use.

30 native integrations, plus Zapier, Make and a public REST API for everything else.

Email & calendar · Calling & meetings · Messaging · Finance · Documents · Marketing & forms · Automation · Data · Support · Importers

30 integrations.

Email & calendar Starter+

Gmail & Google Workspace

Two-way email sync, open tracking and send-from-Pellwood for Google Workspace accounts.

Email & calendar Starter+

Outlook & Microsoft 365

Two-way sync for Microsoft 365 and Exchange Online mailboxes, including shared mailboxes on Growth and Scale.

Email & calendar Starter+

Google Calendar

Meetings appear on deals and contacts; the meeting scheduler books into your calendar.

Messaging Growth+

Slack

Deal-won alerts, rotting-deal nudges and a /pellwood command to look up any deal.

Messaging Growth+

Microsoft Teams

Automation notifications and deal cards in Teams channels.

Calling & meetings Starter+

Zoom

Create Zoom links from meetings and attach recordings and transcripts to deals.

Calling & meetings Starter+

Google Meet

Meet links on every booked meeting.

Calling & meetings Growth+

Aircall

Click-to-call and call logging for Aircall users.

Calling & meetings Growth+

RingCentral

Log RingCentral calls and SMS to contacts and deals.

Finance Growth+

QuickBooks Online

Create invoices from won deals and see payment status on the deal.

Finance Growth+

Xero

Invoices from won deals, with paid and overdue status back in Pellwood.

Finance Growth+

Stripe

See subscriptions, MRR and failed payments on each company record.

Documents Growth+

DocuSign

Send envelopes from deals and move the stage when they are signed.

Documents Growth+

PandaDoc

Proposals with deal data merged in; viewed and signed events on the timeline.

Documents Starter+

Google Drive

Attach Drive files to deals and contacts.

Marketing & forms Growth+

Mailchimp

Sync contact lists and see campaign engagement on contacts.

Marketing & forms Starter+

Typeform

Turn form responses into leads with owner routing.

Marketing & forms Starter+

Calendly

Booked Calendly meetings create or update contacts and deals.

Marketing & forms Growth+

Webflow

Webflow form submissions become leads.

Automation Growth+

Zapier

40 triggers and actions for connecting Pellwood to thousands of apps.

Automation Growth+

Make

Build multi-step scenarios with Pellwood modules.

Automation Growth+

n8n

Community node for self-hosted and cloud n8n.

Data Starter+

Google Sheets

Scheduled exports of any report or list to a sheet.

Data Scale+

Snowflake

Nightly sync of every object, including custom objects, to your warehouse.

Data Scale+

BigQuery

Warehouse sync to Google BigQuery.

Support Growth+

Intercom

Conversations and tickets on the company record; create leads from chats.

Support Growth+

Zendesk

Open tickets visible on deals so sellers know before they call.

Importers Starter+

HubSpot importer

Bring contacts, companies, deals, pipelines, notes, tasks, emails and owners from HubSpot.

Importers Starter+

Pipedrive importer

Bring people, organizations, deals, activities, notes and files from Pipedrive.

Importers Growth+

Salesforce importer

Accounts, contacts, opportunities, activities and custom fields from Salesforce.