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Integrations

Integrations

Integrate Planhat with the apps you love to use

Niklas avatar Sarah Jones avatar Diego Checa avatar +3
23 articles in this collection
Written by Niklas, Sarah Jones, Diego Checa and 3 others
Salesforce

Setting Up the Salesforce Integration

Learn about how to get set up with our Salesforce integration. We cover what can be synced and how to do it.
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Written by Diego Checa
Updated over a week ago

Mapping Special Fields in Salesforce

How to make sure special fields are properly mapped when syncing customers into Planhat.
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Written by Diego Checa
Updated over a week ago
Hubspot

Hubspot CRM Integration - The Basics

How to get your HubSpot CRM synced with Planhat.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

HubSpot Marketing

Integrate your HubSpot marketing with Planhat
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Written by Diego Checa
Updated over a week ago
Pipedrive

Pipedrive Integration Guide

The Pipedrive integration lets you sync your companies, contacts, deals and notes present on Pipedrive with Planhat.
Vitor Lopes avatar
Written by Vitor Lopes
Updated over a week ago
Customers & End Users

Chargebee

How the Chargebee webhook integration works
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Written by Yaroslav Sivachenko
Updated over a week ago
Productivity

Google Calendar Integration

How to sync events scheduled in Planhat with your Google calendar.
Niklas avatar
Written by Niklas
Updated over a week ago

Getting Started with Geckoboard Integration

Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

The Slack Integration

Set up your slack with Planhat so you can start receiving alerts and notifications in your channels.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

How does the Segment integration work?

Get Segment.io up and running with Planhat
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Written by Grant Dreyer
Updated over a week ago

Sending Merge Tags to Mailchimp

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Written by Grant Dreyer
Updated over a week ago
Zapier

Zapier <> Planhat

How to get started with the integration with Zapier
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Written by Grant Dreyer
Updated over a week ago

Zapier & Trello

Using Zapier to perform actions in Trello and Planhat
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Written by Grant Dreyer
Updated over a week ago
Customer Support

The Zendesk integration

Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago

Freshdesk Integration

This integration provides support & development ticketing capabilities that sync directly with Planhat.
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Written by Vitor Lopes
Updated over a week ago

About syncing historic tickets

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Written by Grant Dreyer
Updated over a week ago
NPS

Delighted

Learn about how Delighted, an NPS tool, works in Planhat
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Written by Grant Dreyer
Updated over a week ago

Satismeter

Learn about how the in-app NPS tool, Satismeter, works with Planhat.
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Written by Grant Dreyer
Updated over a week ago

Promoter.io

Learn about how the NPS platform, Promoter.io, works with Planhat.
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Written by Grant Dreyer
Updated over a week ago
Customer Communication

Aircall

How to get started with logging your calls in Planhat with the Aircall integration.
Niklas avatar
Written by Niklas
Updated over a week ago

Intercom Chat from Planhat

You don’t have to leave Planhat in order to send your customers a chat message through Intercom.
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Written by Grant Dreyer
Updated over a week ago
Segment

Segment Data Warehouse Integration

Use our Segment Integration to gain data driven insights.
Grant Dreyer avatar
Written by Grant Dreyer
Updated over a week ago
Mixpanel

Mixpanel Integration

How to push user events and account metrics to Planhat
Vitor Lopes avatar
Written by Vitor Lopes
Updated over a week ago