Integrations

Communication

Ringover

Q: How easy is it to set up the Planhat–Ringover integration?

Native and no-code. Connect Ringover to Planhat in minutes — no custom APIs, no middleware. After authentication, call activity syncs automatically. Customer Success, Support, and Revenue teams gain immediate visibility into customer conversations without manual logging.

Q: What telephony data does Planhat capture from Ringover?

Planhat captures call duration, direction, participants, and Ringover SMS messages — and syncs Call Tags and Notes like "Interested," "Product Feedback," and "Follow-up needed." These signals automatically map to the Customer Timeline, building the Golden Thread so every voice and text interaction sits alongside emails and meetings.

Q: How does the Ringover integration help teams act on call insights?

Planhat transforms Ringover activity into operational workflows. Call Tags become automation triggers: tagging a call as "Escalation" in Ringover automatically creates a high-priority task or support ticket in Planhat. Manual data entry across systems is eliminated — insights from phone conversations drive immediate, structured follow-ups.

Q: How does Planhat ensure Ringover call data remains secure and private?

Planhat includes enterprise-grade privacy and visibility controls. Role-based access permissions control who can view communication data. Selective sync rules manage which calls or contacts are imported. Blacklist capabilities exclude sensitive contacts or domains. All data is encrypted in transit and at rest.

Q: How does Ringover call activity drive revenue intelligence in Planhat?

Planhat measures Call Velocity and Sentiment patterns — not just stores logs. A spike in inbound support calls or a significant drop in proactive outreach automatically adjusts the Customer Health Score or triggers an "At-Risk" playbook. Phone interactions become proactive engagement signals, identifying churn risks and expansion opportunities based on real-time communication trends.

ringover.com

Ringover provides the telephony infrastructure; Planhat provides the customer record and workflow execution layer. This integration ensures that every customer call is captured as a logged activity, allowing teams to initiate calls directly from customer profiles and maintain a verified history of engagement within their system of action. By centralizing call metadata alongside account data, teams improve visibility into customer touchpoints and reduce the manual burden of communication tracking.

Unlock the power of Ringover with planhat

Improve net revenue retention

Defend recurring revenue by identifying accounts with declining phone engagement. Syncing call logs into Planhat allows commercial teams to monitor communication frequency and execute earlier intervention strategies before relationship gaps impact renewal targets.

Shorten time to value

Accelerate implementation coordination by surfacing post-handoff call logs directly on the customer timeline. Visibility into call duration and frequency ensures implementation teams confirm customer alignment and project velocity without manual activity logging.

Increase process governance

Standardize communication hygiene by automating the association of call metadata to specific customer records. Using click-to-call from valid phone number fields ensures that every interaction is attributed to the correct team member and End User, maintaining a governed audit trail for all telephony activity.

Improve commercial predictability

Anchor engagement reporting in objective call history rather than anecdotal notes. Centralizing call timestamps and recording links provides leadership with a reliable view of account activity, ensuring growth projections are grounded in verified customer touchpoints.

Seamlessly integrate Planhat & Ringover

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how it works

Flow & configuration

01 - CONNECTED

Secure authentication in the App Center

Admins establish the connection by selecting the Ringover application within the Integrate tab of the Planhat App Center. This setup requires a Ringover Power account and administrative permissions in both platforms to authorize the data bridge.

01 - CONNECTED

Enable click-to-call from phone number fields

Once authenticated, users can initiate outbound calls by clicking any valid phone number field within the Planhat profile or data view. This action triggers Ringover to open and place the call, allowing teams to execute outreach directly from their customer operating layer without switching applications.

01 - CONNECTED

Map call logs to the Conversation model

The integration functions through a one-way inbound sync that pulls call activity from Ringover into Planhat. Calls are stored as Conversations (Logged Activities), ensuring that telephony data is structured for reporting and visibility across the entire customer lifecycle.

01 - CONNECTED

Capture call metadata and recording links

For every completed call, Planhat fetches specific metadata including the exact timestamp and duration. A direct link to the call recording is automatically attached to the record in Planhat, providing users with immediate access to the full conversation for follow-through or internal review.

01 - CONNECTED

Maintain identity matching and record integrity

Planhat automatically associates synced call logs with the appropriate team member and End User based on recognized contact data. To ensure reliable matching and call initiation, phone numbers must adhere to specific country-code formatting requirements during record creation or update.

FAQ

How easy is it to set up the Planhat–Ringover integration?

What telephony data does Planhat capture from Ringover?

How does the Ringover integration help teams act on call insights?

How does Planhat ensure Ringover call data remains secure and private?

How does Ringover call activity drive revenue intelligence in Planhat?

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.

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

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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.

Status

Cookie Policy

Brand Guidelines

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.

Status

Cookie Policy

Brand Guidelines

Ringover

Improve net revenue retention

Shorten time to value

Increase process governance

Improve commercial predictability

Seamlessly integrate Planhat & Ringover

Seamlessly integrate Planhat & Ringover

Seamlessly integrate Planhat & Ringover

Flow & configuration

Secure authentication in the App Center

Enable click-to-call from phone number fields

Map call logs to the Conversation model

Capture call metadata and recording links

Maintain identity matching and record integrity

FAQ

FAQ

How easy is it to set up the Planhat–Ringover integration?

What telephony data does Planhat capture from Ringover?

How does the Ringover integration help teams act on call insights?

How does Planhat ensure Ringover call data remains secure and private?

How does Ringover call activity drive revenue intelligence in Planhat?

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Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.