Integrations
Integrate Planhat with the apps you love to use
Syncing Emails with Planhat
Setting up the Gmail/Outlook and Google Calendar integrations
Google/Outlook Calendar Integration
Planhat / Outlook Integration
Google Calendar Troubleshooting Guide 📅
Public Email Account Usage
Matching incoming emails with companies
Email sync: filter incoming emails
Setting up and working with Transactional Emails
Understanding the Difference Between Tasks and Conversations
Setting up the Salesforce integration
Syncing Company/Account group structures (parent/child) via the Salesforce integration
Extension objects in the Salesforce integration
Tasks and Notes in the Salesforce integration
Automatic and manual syncing in the Salesforce integration
Fields synced as default in the Salesforce integration
Salesforce integration User permissions
Salesforce troubleshooting guide
Salesforce error notifications
Setting up the Aircall Integration
Setting up the Ringover Integration
Sending Merge Tags to Mailchimp 🐵
How to set up Single Sign-On (SSO)
Setting up the Jiminny integration
Setting up the Gong integration
Setting up the Microsoft Teams integration
Setting up the LearnUpon integration
Setting up the integration to import from a Cloud Storage Provider
Setting up the AI Integrations