Integrations | Planhat Help Center

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

Email settings: matching mode (matching of incoming emails with end user emails associated with multiple companies)

Email, email matching, end users at multiple companies, matching mode

Written by Daniel Sternegard
Updated over a week ago

Email settings: participant filtering

Email settings, email filtering, sync, synchronization, stop-list, white-list, participant specific rules

Written by Daniel Sternegard
Updated over a week ago

Email settings: Filtering of irrelevant 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

CRM Data Mapping 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

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 over a week ago

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 over a week ago