Planhat

Carly Hammond

Julia Sommarlund

Christian Dreyer

How to sync data and automatically act on data via the App Center

Automations and Integrations

This article provides an overview of Automations in Planhat - what they are and how they can help you

Automations overview

There are many ways you can automate actions - Automations, Workflows, Formula Fields and more - and this article helps you choose

How to choose between Automations and other Planhat features

Planhat includes a library of Automation Templates that are simple to modify and apply

Templated Automations

You can design Custom Automations if you want to automate processes that aren't covered by Automation Templates

Custom Automations

This article describes a variety of practical examples of Custom Automations

Custom Automations worked examples

Learn how to use replacement codes to configure your Custom Automations and messages in Templated Automations

Replacement codes (dynamic references) in Automations

Use Get steps in Custom Automations to retrieve data from related models/records

"Get" steps in Automations

Using "Execute Function" steps in Custom Automations you can execute JavaScript functions for ultimate flexibility and function

"Execute Function" steps in Automations

Use Wait steps in Custom Automations to pause a process mid-way, for your desired time period

"Wait" steps in Automations

Use Branch steps for even greater flexibility in Custom Automations

Branching in Automations

You can automatically send emails via Automations - optionally generate drafts with AI, use Human-in-the-Loop (HITL) to review, and you can even reply within a thread

"Schedule Email" steps in Automations

You can use webhooks in Templated Automations and Custom Automations to send data into or out from Planhat

Webhooks in Automations

You can post team notifications to Slack via Templated and Custom Automations, and it's easy to format text in those messages

Sending and formatting Slack messages in Automations

When building a Custom Automation, you can specify that it will be triggered manually, on demand. You can then run these Automations for individual records or in bulk

Manually triggering Automations

Read and generate Planhat Document Pages in Custom Automations

Document Pages in Automations

HITL enables you to combine automation/AI with human oversight. It pauses an Automation run at your chosen step, giving you the opportunity to review data before proceeding

Human-in-the-Loop (HITL) in Automations

Automations contain extensive logs, so you can see when an Automation was triggered and what happened in each step

Automation logs and troubleshooting

You can enable personal notifications for each Automation, so you are alerted to any failed runs, and can fix the Automation ASAP. Define after how many failed runs an Automation…

Automation failures - adjustable thresholds and notifications

Automations

Diego Checa

Integrations

An overview of Planhat's Salesforce integration, and step-by-step guidance to set it up

Setting up the Salesforce integration

How to sync group structures of Salesforce Companies into Planhat (and sync back to Salesforce too)

Syncing Company/Account group structures (parent/child) via the Salesforce integration

Learn how to sync an additional Salesforce object to a Planhat model

Extension objects in the Salesforce integration

Learn about your options when syncing planned and logged activities

Syncing Salesforce Tasks with Planhat Conversations (Notes) and Tasks

Learn about planned activities and logged activities in Planhat, and how they relate to the Salesforce integration

Tasks and Notes in the Salesforce integration - technical details of the standard sync sections

Learn all about the different types of sync possible with the Salesforce integration

Automatic and manual syncing in the Salesforce integration

This article lists the fields synced (or populated) without custom field mapping

Fields synced as default in the Salesforce integration

Sync a Salesforce object into a custom model, mapping its keyable and its associations.

Salesforce Integration for Custom Models

Configuration steps in Salesforce (and Planhat) for authentication and connection

Salesforce integration: connecting via an Integration User and Permission Set

If you have questions about why data isn't being synced via the Salesforce integration, this article is here to help!

Salesforce troubleshooting guide

All about Salesforce error notifications, and how you can use them to troubleshoot integration errors

Salesforce error notifications

Salesforce

An overview of Planhat's HubSpot v2 integration, and step-by-step guidance to set it up

Setting up the HubSpot v2 integration

Learn more about how the HubSpot integration syncs, and some special data mapping setups

HubSpot v2 integration: technical deep dive

Troubleshooting advice to explain why data hasn't synced, plus answers to some questions you might have about the integration

HubSpot v2 integration: troubleshooting and FAQ

Learn how to set up the Hubspot integration. We cover what can be synced, how to do it and some best practices!

Setting up the HubSpot v1 integration

HubSpot v1 troubleshooting guide

Setting up the HubSpot Marketing integration

HubSpot

The Pipedrive integration lets you sync your Organizations, Contacts, Deals and Notes with Planhat

Setting up the Pipedrive integration

Quick tips to resolve your Pipedrive queries

Pipedrive troubleshooting guide

Pipedrive

Keep your team updated and action driven with the Planhat Slack integration!

Setting up the Slack Integration

Receive your Planhat notifications in a private Slack channel

Send Planhat Notifications to Your Private Slack Channel

What happens when you successfully create a Planhat bot in Slack but it does not interact with you

Troubleshooting: Planhat Slack bot has been connected but no results are coming through

Slack

You can display your personal Planhat notifications in Microsoft Teams, and/or you can use Custom Automations to post messages to public Microsoft Teams channels

Setting up the "Microsoft Teams: Notifications" integration

Microsoft Teams

Everything you need to know about Planhat's Intercom integration

Setting up the Intercom integration

Intercom

How to set up Planhat's native Zendesk integration and start syncing your Zendesk tickets today!

Setting up the Zendesk integration

Zendesk troubleshooting guide

Zendesk

Learn how to sync your Freshdesk tickets into Planhat

Setting up the Freshdesk integration

Freshdesk

How to set up the Jira integration and sync into Planhat Issues and tickets

Setting up the Jira integration

If you have questions about why data isn't being synced via the Jira integration, this article is here to help!

Jira troubleshooting guide

Jira

Setting up the Snowflake integration

Part 1 of the the setup steps for the Snowflake integration

Preparing Snowflake and connecting the integration

Part 2 of the the setup steps for the Snowflake integration

Data mapping in the Snowflake integration

It's simple to map Snowflake VARIANT - just specify the attribute in your field mapping

How to map Snowflake VARIANT columns

Solutions to some errors you may encounter and questions you might have

Snowflake troubleshooting guide

Configuring the Snowflake integration to work with your choice of ID type to identify Companies in Snowflake

Snowflake integration - using different Company IDs

Snowflake

Setting up the BigQuery integration

Part 1 of the setup steps for the BigQuery integration

Preparing BigQuery and connecting the integration

Part 2 of the the setup steps for the BigQuery integration

Data mapping in the BigQuery integration

BigQuery

Set up the Pendo integration, step-by-step. We cover what you can sync and how to configure the integration

Setting Up the v2 Pendo Integration

Choosing what to bring from Pendo to Planhat. We cover what you can sync and how to configure the mapping

Mapping Data with the v2 Pendo Integration

Pendo

Get Segment.io up and running with Planhat

Setting up the Segment integration

Use our Segment Integration to gain data driven insights.

Segment Data Warehouse Integration

Segment

Learn how to sync user events and metrics from Mixpanel to Planhat

Setting up the Mixpanel integration

Mixpanel

Send user activities directly from Amplitude to Planhat

Setting Up the Amplitude Integration

Amplitude

Learn how to set up the PostgreSQL integration. We cover what you can sync, how to do it, and some best practices

Connect to PostgreSQL

PostgreSQL

Learn how to set up the MySQL integration. We cover what you can sync, how to do it, and some best practices integration

Connect to MySQL

MySQL

How to get started with the integration with Zapier

Zapier <> Planhat

Using Zapier to perform actions in Trello and Planhat

Zapier & Trello

Zapier

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

Satismeter

Learn about how Planhat's Delighted integration works

Delighted

Voice of the customer

Step-by-step guide on how to set up SCIM on the Entra ID side

How to set up the SCIM integration in Microsoft Entra ID

Automatically provision and manage Users and Roles in Planhat directly from your Identity Provider (IdP) via SCIM

Setting up SCIM Provisioning into Planhat

Step by step guide on how to set up SCIM on the Okta side

How to set up the SCIM integration in Okta

Josefine Thoren

SCIM

Use the Aircall v2 integration to sync your call data and transcripts into Planhat

Setting up the Aircall (Advanced) integration

Everything you need to know about the legacy Aircall integration

Setting up the Aircall Integration v1

Everything you need to know about the Ringover integration

Setting up the Ringover Integration

Sending Merge Tags to Mailchimp 🐵

You can sync call recordings and summaries from Jiminny into Planhat, using our Jiminny integration

Setting up the Jiminny integration

You can sync call recordings and summaries from Gong into Planhat, using our Gong integration

Setting up the Gong integration

Automatically sync Fireflies call intelligence data into Planhat as Conversations

Setting up the Fireflies integration

Automatically sync Fathom call intelligence data into Planhat as Conversations via a Custom Automation

Setting up the Fathom integration

How to set up integrations to import from a cloud provider

Setting up the integration to import from a Cloud Storage Provider

Automate LearnUpon course enrollment from Planhat, and automatically sync learning progression and completion data from LearnUpon to Planhat

Setting up the LearnUpon integration

On enduser profiles you can now click a "phone" icon next to a phone number to open the browsers default dialer

Making Calls from Planhat

How to set up the Help Scout integration in Planhat

Setting up the Help Scout integration

Sanna Westman

Other integrations

How to get started with the integration with Typeform

Setting up the Typeform integration

Light Integrations

In this article we explain what these fields are and why they're important

External IDs, Source IDs & Related Domains

Import data into Planhat via Excel spreadsheet

Learn the main method to import data via spreadsheet

Importing data via Excel spreadsheet - overview

You can match records of other models to their parent Companies by your choice of ID