Integrations

Integrate Planhat with the apps you love to use

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20 articles in this collection
Written by Niklas, Sarah Jones, Diego Checa and 2 others

Slack

Slack Integration - Enablement

Get information about your customers directly in Slack from Planhat

Written by Felicia Olofsson
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, how to do it and some best practices!

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.

Written by Diego Checa
Updated over a week ago

Hubspot

Hubspot CRM Integration - The Basics

How to get your HubSpot CRM synced with Planhat.

Written by Christian Dreyer
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.

Written by Felicia Olofsson
Updated over a week ago

Productivity

Google Calendar Integration

How to sync events scheduled in Planhat with your Google calendar.

Written by Niklas
Updated over a week ago

Sending Merge Tags to Mailchimp

Written by Christian Dreyer
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

Customer Support

Freshdesk Integration

This integration provides support & development ticketing capabilities that sync directly with Planhat.

Written by Felicia Olofsson
Updated over a week ago

About syncing historic tickets

Written by Christian Dreyer
Updated over a week ago

NPS

Satismeter

Learn about how the in-app NPS tool, Satismeter, works with 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

Customer Communication

Aircall

How to get started with logging your calls in Planhat with the Aircall integration.

Written by Niklas
Updated over a week ago

Segment

Segment Data Warehouse Integration

Use our Segment Integration to gain data driven insights.

Written by Christian Dreyer
Updated this week

How does the Segment Integration work?

Get Segment.io up and running with Planhat

Written by Christian Dreyer
Updated this week

Mixpanel

Mixpanel Integration

How to push user events and account metrics to Planhat

Written by Felicia Olofsson
Updated over a week ago

Intercom

Intercom Integration in Planhat

Everything you need to know about Planhat's Intercom Integration

Written by Christian Dreyer
Updated over a week ago

Jira

Jira Integration in Planhat

How to set up the Jira integration and match Issues to Companies in Planhat

Written by Sarah Jones
Updated over a week ago