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Integrations

Integrations

Integrate Planhat with the apps you love to use

Niklas avatar Diego Checa avatar Vitor Lopes avatar +1
22 articles in this collection
Written by Niklas, Diego Checa, Vitor Lopes and 1 other
Slack

Slack Integration - Enablement

Get information about your customers directly in Slack from Planhat
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Written by Vitor Lopes
Updated over a week ago
Salesforce

Setting Up the Salesforce Integration

Learn 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.
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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.
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Written by Vitor Lopes
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

The Slack Integration

Set up your slack with Planhat so you can start receiving alerts and notifications in your channels.
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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

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

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.
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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