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Settings & Integrations
Integrate Planhat with the apps you love to use
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24 articles in this collection
Written by
Niklas,
Diego Checa,
Christian Dreyer
and 1 other
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
Email
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
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
Syncing Emails with Planhat
How to set up your email sync with Planhat
Written by
Christian Dreyer
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
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
Product Analytics
Setting up the Segment integration
Get Segment.io up and running with Planhat
Written by
Christian Dreyer
Updated this week
Segment Data Warehouse Integration
Use our Segment Integration to gain data driven insights.
Written by
Christian Dreyer
Updated over a week ago
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
Productivity Integrations
Aircall
How to get started with logging your calls in Planhat with 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 Setup Single Sign-On
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
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
General Set Up
Preferred Starting Page
You as a user can now set a preferred landing page each time you login to Planhat.
Written by
Diego Checa
Updated over a week ago
How to Create Custom Fields
Learn how to create your very own custom fields in Planhat
Written by
Christian Dreyer
Updated over a week ago