Integrations
By Carly and 6 others7 authors72 articles
- Setting up the Salesforce integration
- Syncing Company/Account group structures (parent/child) via the Salesforce integration
- Extension objects in the Salesforce integration
- Syncing Salesforce Tasks with Planhat Conversations (Notes) and Tasks
- Tasks and Notes in the Salesforce integration - technical details of the standard sync sections
- Automatic and manual syncing in the Salesforce integration
- Fields synced as default in the Salesforce integration
- Salesforce Integration for Custom Models
- Salesforce integration: connecting via an Integration User and Permission Set
- Salesforce troubleshooting guide
- Salesforce error notifications
- Setting up the Aircall (Advanced) integration
- Setting up the Aircall Integration v1
- Setting up the Ringover Integration
- Sending Merge Tags to Mailchimp 🐵
- Setting up the Jiminny integration
- Setting up the Gong integration
- Setting up the Fireflies integration
- Setting up the Fathom integration
- Setting up the integration to import from a Cloud Storage Provider
- Setting up the LearnUpon integration
- Making Calls from Planhat
- Setting up the Help Scout integration
- External IDs, Source IDs & Related Domains
- Import data into Planhat via Excel spreadsheet
- Importing data via Excel spreadsheet - overview
- Importing data via Excel spreadsheet - match records to Companies
- Importing data via Excel spreadsheet - map source columns to model fields
- Importing data via Excel spreadsheet - troubleshooting