Integrations

Communication

Gmail

Gmail

Gmail

workspace.google.com

Create a unified inbox, receive notifications and sync events

Sync emails from Gmail as Conversations.

Create a unified inbox, receive notifications and sync events

Sync emails from Gmail as Conversations.

Create a unified inbox, receive notifications and sync events

Sync emails from Gmail as Conversations.

01

How it works

Once connected, Planhat will sync all your customer-related emails into Planhat: if the correspondence includes some contact (End User) in Planhat (matched by email), we assume it's a customer Conversation that should be synced. If the contact doesn't exist, but their email domain is professional (not @gmail, @hotmail, etc,) and matches the related domain of an existing company, then Planhat can automatically create a new contact and save the Conversation. Additionally, Planhat offers a huge amount of flexibility and configurability around email sync, including filtering out noise, specific relationships and sensitive material.

01

How it works

Once connected, Planhat will sync all your customer-related emails into Planhat: if the correspondence includes some contact (End User) in Planhat (matched by email), we assume it's a customer Conversation that should be synced. If the contact doesn't exist, but their email domain is professional (not @gmail, @hotmail, etc,) and matches the related domain of an existing company, then Planhat can automatically create a new contact and save the Conversation. Additionally, Planhat offers a huge amount of flexibility and configurability around email sync, including filtering out noise, specific relationships and sensitive material.

01

How it works

Once connected, Planhat will sync all your customer-related emails into Planhat: if the correspondence includes some contact (End User) in Planhat (matched by email), we assume it's a customer Conversation that should be synced. If the contact doesn't exist, but their email domain is professional (not @gmail, @hotmail, etc,) and matches the related domain of an existing company, then Planhat can automatically create a new contact and save the Conversation. Additionally, Planhat offers a huge amount of flexibility and configurability around email sync, including filtering out noise, specific relationships and sensitive material.

02

Get Started

Any Planhat user can connect their Gmail from the Email tab of their profile. Each user will need to connect their email individually. For more context on email matching, filtering and more, check out our Help Center.

02

Get Started

Any Planhat user can connect their Gmail from the Email tab of their profile. Each user will need to connect their email individually. For more context on email matching, filtering and more, check out our Help Center.

02

Get Started

Any Planhat user can connect their Gmail from the Email tab of their profile. Each user will need to connect their email individually. For more context on email matching, filtering and more, check out our Help Center.

Seamlessly integrate Planhat & Gmail

Seamlessly integrate Planhat & Gmail

Seamlessly integrate Planhat & Gmail

Contact support

Contact support

Request a demo

Request a demo

Planhat for Sales Handovers

Planhat

Chris Regester

Planhat for Sales Handovers

Planhat

Chris Regester

Risk Implementation

Planhat

Andre Hollist

Risk Implementation

Planhat

Andre Hollist

Account Reviews

Planhat

Gabriel Carlsson

Account Reviews

Planhat

Gabriel Carlsson

Planhat for Sales Handovers

Planhat

Chris Regester

Risk Implementation

Planhat

Andre Hollist

Account Reviews

Planhat

Gabriel Carlsson

Revenue Forecasting

Planhat

Victor Ivarsson

More in Communication

More in Communication

More in Communication

Discover all Integrations

Discover all Integrations

Discover all Integrations

Slack

Receive notifications and account summaries

Slack

Receive notifications and account summaries

Slack

Receive notifications and account summaries

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Microsoft Teams

Receive custom notifications to any channel

Microsoft Teams

Receive custom notifications to any channel

Microsoft Teams

Receive custom notifications to any channel

Gong

Sync call recordings, AI summaries and metadata

Gong

Sync call recordings, AI summaries and metadata

Gong

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Planhat Logo
Planhat Logo

Solutions

Platform

Customers

Explore

Pricing

Log in

Request a demo

Planhat Logo
Planhat Logo

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us