All Collections
Integrations
Written for app.planhat.com
Operations Module: Creating your first Integration
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 🐵
Setting up the Jiminny integration
Setting up the Gong integration
Setting up the Microsoft Teams integration
Setting up the integration to import from a Cloud Storage Provider
Setting up the LearnUpon integration
Setting up the AI Integrations
Making Calls from Planhat