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.
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.
