Integrations
Salesforce
- Salesforce troubleshooting guide
- Salesforce error notifications
- Salesforce integration: connecting via an Integration User and Permission Set
- Fields synced as default in the Salesforce integration
- Automatic and manual syncing in the Salesforce integration
- Tasks and Notes in the Salesforce integration - technical details of the standard sync sections
- Syncing Salesforce Tasks with Planhat Conversations (Notes) and Tasks
- Extension objects in the Salesforce integration
- Syncing Company/Account group structures (parent/child) via the Salesforce integration
- Setting up the Salesforce integration
- Salesforce-controlled field options
- Salesforce Integration for Custom Models
HubSpot
Pipedrive
Slack
Microsoft Teams
Intercom
Zendesk
Freshdesk
Jira
Snowflake
BigQuery
Pendo
Segment
Mixpanel
Amplitude
PostgreSQL
MySQL
Zapier
Voice of the customer
SCIM
Other integrations
- Setting up the integration to import from a Cloud Storage Provider
- Setting up the Jiminny integration
- Setting up the Help Scout integration
- Setting up the Fireflies integration
- Setting up the Fathom integration
- Making Calls from Planhat
- Setting up the Aircall (Advanced) integration
- Setting up the Aircall Integration v1
- Setting up the LearnUpon integration
- Setting up the Gong integration
- Sending Merge Tags to Mailchimp 🐵
- Setting up the Ringover Integration
Light Integrations
Manual imports
- Import data into Planhat via Excel spreadsheet
- Importing data via Excel spreadsheet - overview
- Importing data via Excel spreadsheet - troubleshooting
- Importing data via Excel spreadsheet - map source columns to model fields
- Importing data via Excel spreadsheet - match records to Companies
- External IDs, Source IDs & Related Domains