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Integrations
Integrate Planhat with the apps you love to use
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36 articles in this collection
Written by
Niklas,
Sarah Jones,
Diego Checa
and 5 others
Email & Calendar
Setting up the Gmail and Google Calendar integrations
Use Planhat's integration with Gmail and Google Calendar to sync customer emails and upcoming meetings
Written by
Niklas
Updated over a week ago
Setting up and working with Transactional Emails
Written by
Daniel Sternegard
Updated over a week ago
Syncing Emails with Planhat
How to set up your email sync with Planhat
Written by
Christian Dreyer
Updated over a week ago
Public Email Account Usage
The power of public email accounts and how to set them up in Planhat
Written by
Christian Dreyer
Updated over a week ago
Matching incoming emails with companies
Email, email matching, end users at multiple companies, matching mode
Written by
Daniel Sternegard
Updated over a week ago
Email sync: filter incoming emails
Email settings, filtering, email specific rules
Written by
Daniel Sternegard
Updated over a week ago
Salesforce
Setting Up the Salesforce Integration
Learn how to set up the Salesforce integration. We cover what can be synced, how to do it and some best practices!
Written by
Diego Checa
Updated over a week ago
Extended mapping - Salesforce advanced package
Ability to create flexible custom mapping between SFDC and Planhat, including one-to-many object extensions
Written by
Christian Dreyer
Updated over a week ago
Hubspot
Setting up the Hubspot CRM and Hubspot Service Integration
Learn how to set up the Hubspot integration. We cover what can be synced, how to do it and some best practices!
Written by
Christian Dreyer
Updated over a week ago
Pipedrive
Setting up the Pipedrive integration
The Pipedrive integration lets you sync your companies, contacts, deals and notes present on Pipedrive with Planhat.
Written by
Felicia Olofsson
Updated over a week ago
Slack
Setting up the Slack Integration
Get information about your customers directly in Slack from Planhat
Written by
Felicia Olofsson
Updated over a week ago
Send Planhat Notifications to Your Slack Channel
Receive your Planhat notifications in a private Slack channel
Written by
Sarah Jones
Updated over a week ago
Intercom
Setting up the Intercom integration
Everything you need to know about Planhat's Intercom Integration
Written by
Christian Dreyer
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.
Written by
Christian Dreyer
Updated over a week ago
Zendesk
Setting up the Zendesk Integration
Setup your Planhat Zendesk integration and start syncing your Zendesk tickets into Planhat
Written by
Christian Dreyer
Updated over a week ago
Snowflake
Setting Up the Snowflake Integration
Learn how to set up the Snowflake integration. We cover what you can sync, how to do it, and some best practices
Written by
Alberto Lambert
Updated over a week ago
Mapping CRM Data and Usage Data with Snowflake
Learn how to map CRM data to, and import usage data from, Snowflake
Written by
Alberto Lambert
Updated over a week ago
How to Map VARIANT from Snowflake
Written by
Alberto Lambert
Updated over a week ago
Pendo
Mapping Data with the v2 Pendo Integration
Choosing what to bring from Pendo to Planhat. We cover what you can sync and how to configure the mapping.
Written by
Alberto Lambert
Updated over a week ago
Setting Up the v2 Pendo Integration
Set up the Pendo integration, step-by-step. We cover what you can sync and how to configure the integration.
Written by
Alberto Lambert
Updated over a week ago
How to get usage data from Pendo into Planhat (v1)
Get your Pendo data into Planhat to make your usage data even more actionable
Written by
Hanna Lycken
Updated over a week ago
Segment
Setting up the Segment integration
Get Segment.io up and running with Planhat
Written by
Christian Dreyer
Updated over a week ago
Segment Data Warehouse Integration
Use our Segment Integration to gain data driven insights.
Written by
Christian Dreyer
Updated over a week ago
Does segment filter match if a property doesn’t exist?
Creating segments with custom data
Written by
Sarah Jones
Updated over a week ago
Mixpanel
Setting up the Mixpanel integration
Learn how to sync user events and metrics from Mixpanel to Planhat
Written by
Felicia Olofsson
Updated over a week ago
Zapier
Zapier <> Planhat
How to get started with the integration with Zapier
Written by
Christian Dreyer
Updated this week
Zapier & Trello
Using Zapier to perform actions in Trello and Planhat
Written by
Christian Dreyer
Updated over a week ago
Jira
Setting up the JIRA integration
How to set up the Jira integration and match Issues to Companies in Planhat
Written by
Alberto Lambert
Updated over a week ago
Productivity Integrations
Setting up the Aircall Integration
Everything you need to know about the Aircall integration.
Written by
Niklas
Updated over a week ago
Sending Merge Tags to Mailchimp
Written by
Christian Dreyer
Updated over a week ago
How to set up Single Sign-On (SSO)
What is Single Sign-On (SSO) and how can I enable it?
Written by
Christian Dreyer
Updated over a week ago
Voice of the customer
Satismeter
Learn about how the in-app NPS tool, Satismeter, works with Planhat.
Written by
Christian Dreyer
Updated over a week ago
Uploading NPS Data to Planhat
How to upload your NPS data with the excel import template provided by Planhat
Written by
Christian Dreyer
Updated over a week ago
Promoter.io
Learn about how the NPS platform, Promoter.io, works with Planhat.
Written by
Christian Dreyer
Updated over a week ago
Syncing Personas to Different Promoter.io Campaigns
If you have multiple campaigns in Promoter.io you're able to have different personas synced with a different campaign.
Written by
Christian Dreyer
Updated over a week ago
Manual imports
Excel Import Templates
Find out which fields in the Excel import templates are required for creating & updating records and how to populate them
Written by
Christian Dreyer
Updated this week