Settings & Integrations | Planhat Help Center

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

Slack

Setting up the Slack Integration

Get information about your customers directly in Slack from Planhat

Written by Felicia Olofsson
Updated yesterday

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

Product Analytics

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

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

How to use and create Triggers

Triggers help you automate your processes in Planhat, and help you stay aware of what is happening with your customers.

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