Data

Import, export, retention, and privacy requests.

• Export Pam Pod data

  Retrieve CRM and conversation records through the API or submit a verified export request.

• Import contacts from HubSpot

  Export HubSpot contacts as CSV and map fields in Pamphlet.

• Import leads from Salesforce

  Export Salesforce report results as CSV for Pamphlet import.

• Import people from Pipedrive

  Export Pipedrive people and import through Pamphlet CSV wizard.

• Privacy and data requests

  Submit access, correction, or deletion requests.

• Data retention in Pam Pods

  Understand how long Pam Pod data is kept and how deletion works.