Knowledge base
Help & guides
Everything you need to get Thawly working for your team — from your first CSV upload to inbox deliverability and billing.
Setup
Getting started
Sign up, upload your first list of lost deals, and what to expect from your first digest.
Read article →CSV upload
Lost-deals format, target-accounts format, and the most common parse errors.
Read article →UK company-record matching
How auto-matching works, what the confidence dot means, and how to fix weak matches.
Read article →
Using Thawly
Operations
Email deliverability
SPF, DKIM and DMARC explained for your IT team, plus Microsoft 365 and Google Workspace allowlist steps.
Read article →Billing
Plan comparisons, upgrades, downgrades, cancellations, and where to find your invoices.
Read article →Why was my account temporarily limited?
What a temporary review means, why it happens, and how to submit an appeal from inside Thawly.
Read article →Single sign-on (SSO)
Setting up SSO with Microsoft Entra ID, Okta, Google Workspace, or any SAML 2.0 provider — £49/mo add-on.
Read article →
Live CRM sync
Set up live sync with HubSpot
Connect HubSpot via OAuth so closed-lost deals sync into Thawly automatically — read-only, GDPR-safe, write-back optional.
Read article →Set up live sync with Salesforce
Connect Salesforce via OAuth to stream closed-lost opportunities into Thawly. Bulk-API path for large orgs, sandbox-aware.
Read article →Set up live sync with Zoho CRM
Connect Zoho CRM via OAuth, with automatic resolution of your regional data centre (.com / .eu / .in / .com.au / .jp / .ca).
Read article →Set up live sync with Capsule CRM
Connect Capsule via OAuth to stream closed-lost opportunities into Thawly with no CSV step.
Read article →Set up live sync via Zapier
Push closed-lost deals into Thawly from any CRM Zapier reaches — bearer-token authenticated, real-time.
Read article →Set up live sync with Pipedrive
Pipedrive live sync via OAuth — available on request. Manual CSV migration works today.
Read article →Set up live sync with Microsoft Dynamics 365
Dynamics 365 live sync via Microsoft Identity Platform — available on request. Manual Advanced-Find export works today.
Read article →Set up live sync with Close
Close live sync via OAuth — available on request. Manual CSV migration works today.
Read article →Set up live sync with Copper
Copper live sync via OAuth — available on request. Manual CSV migration works today.
Read article →
Migrating from your CRM
Migrate from HubSpot
Export lost deals from HubSpot CRM as a CSV and import them into Thawly in 10 minutes.
Read article →Migrate from Salesforce
Pull a closed-lost opportunity report from Salesforce and bring it into Thawly.
Read article →Migrate from Pipedrive
Filter to your lost-deals pipeline in Pipedrive, export the CSV and load it into Thawly.
Read article →Migrate from Microsoft Dynamics 365 Sales
Export closed-lost opportunities from Dynamics 365 Sales using Advanced Find or a system view.
Read article →Migrate from Zoho CRM
Export your lost deals from Zoho CRM and bring them into Thawly without losing notes.
Read article →Migrate from Close
Export lost opportunities from Close (close.com) as a CSV and import them into Thawly.
Read article →Migrate from Salesloft
Pull lost-account data from Salesloft and turn it into a Thawly-ready CSV.
Read article →Migrate from Outreach
Export accounts and opportunities from Outreach.io and bring them into Thawly.
Read article →Migrate from Copper
Export lost opportunities from Copper (formerly ProsperWorks) and load them into Thawly.
Read article →Migrate from monday.com
Export your lost-deals board from monday.com sales CRM and import into Thawly.
Read article →Migrate from Insightly
Export lost opportunities from Insightly CRM and bring them into Thawly.
Read article →Migrate from Capsule CRM
Export your lost-opportunity list from Capsule CRM and load it into Thawly.
Read article →Migrate from Freshsales
Export deals from Freshsales (Freshworks CRM) and import them into Thawly.
Read article →Migrate from ActiveCampaign
Export deals from ActiveCampaign's CRM module and bring them into Thawly.
Read article →Migrate from Less Annoying CRM
Export your lost-pipeline data from Less Annoying CRM and import it into Thawly.
Read article →Migrate from SugarCRM
Export closed-lost opportunities from SugarCRM (Sell / Serve / Enterprise) into Thawly.
Read article →Migrate from EngageBay
Export your deals from EngageBay's CRM module and load them into Thawly.
Read article →Migrate from Bigin by Zoho
Export deals from Bigin (Zoho's small-business CRM) and import them into Thawly.
Read article →Migrate from SalesMate
Export lost deals from SalesMate CRM and bring them into Thawly.
Read article →Migrate from Apptivo
Export opportunities from Apptivo CRM and turn them into a Thawly-ready CSV.
Read article →Migrate from a spreadsheet (Excel or Google Sheets)
Turn an existing Excel or Google Sheets list of lost deals into a Thawly-ready CSV.
Read article →
Integrations
Can't find what you're looking for?
Email hello@thawly.co.uk and we'll point you to the right place — or write the article you needed.