Email sync
Your team’s email, on the right deal, without forwarding anything.
Two-way sync with Gmail, Google Workspace and Microsoft 365. Send, track and template from Pellwood or from your inbox.
How sync works
Each user connects their own mailbox with OAuth. Pellwood syncs new mail every two minutes and imports two years of history on first connect. Messages are matched to contacts by address and to deals by the contact’s open deals.
Private by default
Only threads with people who are in Pellwood are synced, and each user can mark threads or whole domains as private. Admins can never read a private thread.
Tracking and templates
Open and link tracking can be turned on per email. Templates support merge fields from contacts, companies and deals.
Shared inboxes
On Growth and Scale, connect sales@ or info@ mailboxes and assign threads to owners. Outlook shared mailboxes are in beta.
Calendar
Meetings sync both ways and appear on contacts and deals. The meeting scheduler (Growth and Scale) books into your calendar with buffers and working hours.
Plans: All plans. Shared inboxes and the meeting scheduler on Growth and Scale.
More of Pellwood
Pipeline · Automation · Reporting · Assistant