Integrations

CRM

Salesforce

salesforce.com

Sync and enrich deals, contacts and accounts and more

Sync any CRM data bi-directionally between Salesforce and Planhat in real-time.

Sync and enrich deals, contacts and accounts and more

Sync any CRM data bi-directionally between Salesforce and Planhat in real-time.

How it works

All mapped CRM data related to "closed won" deals in Salesforce can be synced with Planhat bi-directionally. Regardless of direction, one system cannot delete objects in the other system, but both objects and fields can be updated cross-system. This process is usually instantaneous and any conflicts or delays are communicated through rich error messaging.

How it works

Get Started

Authorized Planhat users can connect their Salesforce instance using the Integrate tab. For a step-by-step setup guide, see our Help Center. Note that you will need to have the requisite access permissions in Salesforce to initiate the connection.

Seamlessly integrate Planhat & Salesforce

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Hubspot

Sync and enrich deals, contacts and accounts and more

Hubspot

Sync and enrich deals, contacts and accounts and more

Pipedrive

Sync and enrich deals, contacts and accounts and more

Pipedrive

Sync and enrich deals, contacts and accounts and more

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Customers

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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.

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.

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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

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

Salesforce

Salesforce

Sync and enrich deals, contacts and accounts and more

Sync and enrich deals, contacts and accounts and more

How it works

How it works

Get Started

Seamlessly integrate Planhat & Salesforce

Seamlessly integrate Planhat & Salesforce

Seamlessly integrate Planhat & Salesforce

More in CRM

More in CRM

More in CRM

Hubspot

Pipedrive

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.