Zapier
Trigger actions and create companies, contacts and notes
Set up Zaps linking Planhat to all your other tools
Set up Zaps linking Planhat to all your other tools
Set up Zaps linking Planhat to all your other tools
Overview
Embed Planhat into your Zapier flows.
How it works
Planhat will trigger flows in Zapier when Activities are logged in Planhat and new companies are created, or receive triggers from Zapier to create new Logged Activities, Contacts and Companies.
Configure
Authorized Planhat users can connect their Zapier account to Planhat from the Integrate tab. For a step-by-step guide, see our Help Center. Note that you will need to have the requisite access permissions in Zapier to initiate the connection.
One Customer Platform. Everyone's Business.
Your entire organization, built around your customer.
One Customer Platform. Everyone's Business.
Your entire organization, built around your customer.
One Customer Platform. Everyone's Business.
Your entire organization, built around your customer.
One Customer Platform. Everyone's Business.
Your entire organization, built around your customer.
Thought-leading customer-centric content, direct to your inbox every month.
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Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB