Integrations

Integrate Planhat with the apps you love to use

+1

24 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

Written by Vitor Lopes
Updated over a week ago

Slack Integration - Webinar Recording

Get information about your customers directly in Slack from Planhat

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.

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 Grant Dreyer
Updated over a week ago

HubSpot Marketing

Integrate your HubSpot marketing with Planhat

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.

Written by Vitor Lopes
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

The Slack Integration

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

Written by Grant Dreyer
Updated over a week ago

How does the Segment integration work?

Get Segment.io up and running with Planhat

Written by Grant Dreyer
Updated over a week ago

Sending Merge Tags to Mailchimp

Written by Grant Dreyer
Updated over a week ago

Zapier

Zapier <> Planhat

How to get started with the integration with Zapier

Written by Grant Dreyer
Updated over a week ago

Zapier & Trello

Using Zapier to perform actions in Trello and Planhat

Written by Grant Dreyer
Updated over a week ago

Customer Support

Zendesk Integration

How to setup your Zendesk integration

Written by Grant Dreyer
Updated in the last 15 minutes

Freshdesk Integration

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

Written by Vitor Lopes
Updated over a week ago

About syncing historic tickets

Written by Grant Dreyer
Updated over a week ago

NPS

Delighted

Learn about how Delighted, an NPS tool, works in Planhat

Written by Grant Dreyer
Updated over a week ago

Satismeter

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

Written by Grant Dreyer
Updated over a week ago

Promoter.io

Learn about how the NPS platform, Promoter.io, works with Planhat.

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.

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.

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.

Written by Grant Dreyer
Updated over a week ago

Segment

Segment Data Warehouse Integration

Use our Segment Integration to gain data driven insights.

Written by Grant Dreyer
Updated over a week ago

Mixpanel

Mixpanel Integration

How to push user events and account metrics to Planhat

Written by Vitor Lopes
Updated over a week ago