Planhat Integrations

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Zendesk functions as a powerful customer support platform designed to enhance support workflows and elevate the customer experience. It provides a comprehensive set of features, including AI-driven automation, messaging capabilities, live chat options, and customizable workflows, allowing businesses to offer personalized and effective assistance across multiple channels. Additionally, the platform seamlessly integrates with various other applications and delivers real-time analytics, which help organizations make well-informed, data-driven decisions. Suitable for businesses of all sizes—from new startups to large enterprises—Zendesk emphasizes scalability, security, and user satisfaction. By offering such adaptable solutions, it ensures that companies can flexibly modify their customer service strategies to keep pace with changing demands, thereby fostering long-term relationships with their clients. This adaptability is crucial in a fast-evolving market where customer expectations are continually on the rise.

Desktop.com provides a comprehensive solution that not only reduces costs but also equips you and your team with essential tools for effective online collaboration and organization. You can effortlessly manage everything by establishing one or multiple workspaces, linking them together, and categorizing tools and content into distinct Desktops. With the ability to add app integrations, share access, and utilize a universal search feature, you can quickly locate anything you require from a centralized location. If you are collaborating with teammates, partners, or external users, you can activate the full suite of Desktop.com communication tools, which includes chat, voice, and video functionality that is seamlessly integrated into your workspace. - Robust search capabilities allowing you to explore ALL your content, apps, integrations, and more! - A built-in app store for immediate access to the finest web applications - Bookmark management and sharing options - A password manager with sharing capabilities - A secure browser extension complete with a vault - An import feature for easy data transfer - Various app integrations - Single Sign-On (SSO) support - Multi-Factor Authentication (MFA) Communication suite offerings include: - Group chat, individual chat, and cross-application chat options - Voice and video calling features - Meeting breakout rooms for enhanced collaboration - Meeting scheduling tools And so much more awaits you. Streamline your workflow and enhance productivity with an organized online Desktop experience.

1) Effortlessly enhance customer satisfaction Coordinate interactions across various platforms Provide prompt and reliable customer support through email, phone, chat, WhatsApp Business, and additional social media channels all from a unified interface. 2) Enhance your support staff's efficiency Minimize time spent on tedious and repetitive tasks by utilizing sophisticated automation rules, allowing for quicker resolution of customer inquiries without the need to expand your team. 3) Facilitate smooth self-service options Empower customers to find solutions independently by creating a branded knowledge hub and providing immediate answers through AI-driven chatbots. 4) Monitor your customer satisfaction goals closely Leverage customizable analytics and reports to assess your team's performance, pinpoint issues before they escalate, and ensure you are aligned with your customer satisfaction targets. Support your team's ability to work remotely without interruptions 1) A user-friendly platform that simplifies the onboarding experience, making it accessible for all users 2) A cloud-based solution that allows support agents to work comfortably from their laptops or mobile devices, ensuring flexibility 3) Over 650 innovative applications available for seamless integration, enabling you to establish comprehensive support workflows that cater to your needs. Additionally, this versatility allows for continuous improvement and adaptation of your customer service strategies.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Mailchimp, a prominent marketing automation platform, boasts a user base of over 11 million worldwide. The platform offers AI-driven insights and content generation tools that enable businesses to tailor their email and SMS communications specifically for each customer. With an impressive 99% delivery rate and more than 300 integrations, Mailchimp empowers organizations to maintain strong connections with their clientele while fostering repeat business and enhancing brand loyalty—effortlessly fitting within existing workflows. Prominent companies such as TEDTalks, Shutterstock, Boston Market, and Nikon India utilize Mailchimp to elevate their email marketing efforts and drive revenue. Its user-friendly design distinguishes the platform, making it accessible to both tech-savvy users and those less familiar with technology. Since its inception in 2001, Mailchimp has experienced remarkable growth, establishing itself as a leading global marketing automation provider with offices located in cities like Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle, and Santa Monica. The platform is dedicated to offering an exceptional and tailored user experience. Recently, Mailchimp was acquired by Intuit Inc. (Nasdaq: INTU), a well-known global financial technology company, marking a new chapter in its evolution and promising even further enhancements to its services. This acquisition is expected to expand Mailchimp's capabilities and reach, providing even more value to its diverse user base.

Slack is a cloud-based service designed to improve collaboration on projects and facilitate communication within teams, specifically aiming to promote seamless interactions within businesses. It provides a comprehensive suite of tools and services all in one place, allowing for private channels that foster interaction among smaller groups, direct messaging to quickly convey information to colleagues, and public channels that facilitate conversations among members from various organizations. Compatible with multiple operating systems, including Mac, Windows, Android, and iOS, Slack offers an extensive range of features such as chat functions, file sharing, collaborative environments, instant notifications, two-way audio and video communication, screen sharing, document imaging, and activity tracking, among others. The platform's intuitive interface and diverse integration capabilities contribute to its popularity among teams striving to boost their productivity and enhance communication. Furthermore, users appreciate Slack's ability to streamline workflows and keep everyone connected, making it an essential tool for modern workplaces.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Microsoft Outlook is a modern communication and productivity platform that combines email, calendars, contacts, and task management into one powerful application. Available on desktop, mobile, and web, Outlook provides a seamless experience for individuals and teams looking to stay connected and efficient. Its integration with Microsoft 365 and third-party providers like Gmail, Yahoo, and iCloud ensures all your accounts are accessible in one unified inbox. The addition of Microsoft Copilot transforms Outlook into an AI-powered assistant—capable of summarizing long threads, organizing your inbox, suggesting replies, and helping you manage your schedule intelligently. Shared calendars, meeting insights, and scheduling suggestions enable better collaboration across time zones and teams. Outlook’s enterprise-grade security safeguards communications through advanced encryption, spam filtering, and ransomware protection powered by Microsoft Defender. Users can personalize their Outlook experience with custom layouts, color themes, and productivity integrations like Power BI dashboards and Adobe Acrobat tools. Cross-device synchronization ensures every update reflects instantly across PC, Mac, mobile, and web versions. Outlook also connects directly to OneDrive and Teams, enabling users to attach, share, and collaborate on files without leaving their inbox. Whether for personal productivity or enterprise operations, Outlook remains the trusted choice for managing communication, time, and collaboration in the AI era.

Zapier is a powerful AI and automation platform built to help teams orchestrate workflows across their entire tech stack. It connects more than 8,000 apps, enabling seamless automation between tools, data, and AI systems. Zapier allows users to create advanced multi-step workflows enhanced with AI decision-making. Teams can build custom AI agents that handle tasks like lead qualification, IT support, and customer responses. AI chatbots and AI-assisted workflow builders make automation accessible to non-technical users. Zapier centralizes data using tables and forms to power intelligent automations. The platform provides enterprise-grade security with SOC 2 and SOC 3 compliance. Full observability ensures teams can monitor, audit, and optimize every automation. Zapier supports role-based access controls and single sign-on for enterprise governance. It scales from personal productivity to company-wide automation programs. Zapier helps organizations move faster without sacrificing control or security. It enables real-world AI adoption that delivers measurable ROI.

Enhance your efficiency with Gmail, which has been upgraded to be more secure, intuitive, and user-friendly, helping you to manage your inbox with ease and conserve precious time. New features are easily identifiable, allowing you to prioritize your reading and responses seamlessly. You will receive helpful reminders to follow up and reply, ensuring that no crucial communication slips through the cracks. The platform enables you to check attachments, respond to calendar invites, delay messages, and complete various tasks without the need to open each email individually. Equipped with a robust filtering system, Gmail successfully blocks 99.9% of dangerous emails from infiltrating your inbox, and you'll be notified of any potentially suspicious activity. This not only elevates the safety of your email interactions but also significantly streamlines your overall experience, making it more efficient than it has ever been. Overall, Gmail provides an all-in-one solution for managing your communications effortlessly.

Make the most of every day by leveraging the latest features of Google Calendar, which enables you to spend less time organizing and more time enjoying your experiences. This innovative application offers a fresh perspective on your schedule through its Schedule View feature, which brings your calendar to life with visuals like images and maps that enhance understanding of your upcoming events. All the information you need is conveniently accessible, providing various views of your day, week, and month, as well as easy access to invitations and a web calendar to help you manage your time effectively. You can rest assured that your events are safely stored online, keeping your address book intact even if your device is misplaced. Effortlessly switch between different calendar formats by navigating between monthly, weekly, and daily views. Moreover, Gmail events like flight bookings and dinner reservations are automatically added to your calendar, ensuring nothing slips through the cracks. You can also organize your tasks right alongside your scheduled events for improved efficiency. Incorporating video conferencing into your calendar appointments is simple, making it easier to stay connected and work together. With intelligent suggestions for event titles, locations, and guests, creating new events becomes a swift and seamless task, enabling you to enhance your planning experience significantly. There’s never been a better way to keep your life organized while enjoying each moment to its fullest.

Intercom stands out as a premier customer service platform powered by AI, enabling businesses to deliver customized and efficient support across multiple communication channels. Founded in 2011, the company offers a diverse set of tools, including the Fin AI Agent, which provides immediate and accurate responses to customer inquiries at any time. Moreover, its platform features AI Copilot, which supports agents with real-time solutions, alongside AI Analyst, which offers critical insights and recommendations for customer support leadership. Serving over 25,000 organizations globally, including prominent companies like Atlassian, Amazon, and Microsoft, Intercom processes upwards of 500 million messages each month, greatly enhancing customer engagement and operational productivity. Headquartered in San Francisco, and with additional locations in Chicago, Dublin, Sydney, and London, Intercom is dedicated to the ongoing evolution of the customer service sector, ensuring they meet the changing demands of their clients. Their strong emphasis on innovation not only keeps them ahead in the industry but also fosters a culture of growth and adaptability. This commitment to progress is what sets Intercom apart as a leader in customer service solutions.

Aircall is redefining call center and customer communication software with an AI-driven platform that empowers teams to work smarter and connect better. Designed for both sales and support teams, it centralizes phone calls, SMS, and WhatsApp messaging, ensuring no customer interaction slips through the cracks. With AI Voice Agents, businesses can handle inbound calls 24/7, qualifying leads and addressing routine queries without missing a beat. The new AI Assist Pro takes conversations further by coaching reps in real time, guiding them with prompts, and automating follow-ups—turning every rep into a top performer. Teams also gain actionable insights with powerful analytics, call recordings, and performance dashboards to identify trends and improve outcomes. Aircall’s shared inbox keeps cross-channel communication organized, while IVR and automated call routing reduce resolution times. Businesses appreciate its fast, intuitive setup: claim numbers instantly, configure workflows in minutes, and connect seamlessly to Salesforce, HubSpot, Zendesk, Intercom, Shopify, Microsoft Teams, and 100+ integrations. Customers around the world—from travel agencies to healthcare recruiters—praise Aircall for its stability, reliability, and ease of use. With proven results like increased bookings, faster onboarding, and measurable boosts in customer satisfaction, Aircall demonstrates real business impact. By combining automation, AI, and human connection, it delivers a future-ready communication hub that helps companies scale without sacrificing quality.

Twilio Segment's Customer Data Platform (CDP) equips businesses with the essential data infrastructure required to prioritize customer needs in all their strategic choices. By leveraging Twilio Segment, organizations can gather, consolidate, and direct their customer information to any desired system. With over 25,000 businesses utilizing Twilio Segment, they are empowered to make instantaneous decisions, boost their growth, and provide exceptional customer experiences. This makes Twilio Segment an indispensable tool for companies aiming to enhance their customer engagement and drive success.

InboxCRM by AppEQ is a powerful Customer Success platform designed to operate natively within Gmail, helping CS teams stay organized, proactive, and efficient without leaving their inbox. The platform enables users to import accounts seamlessly from Gmail and Google Calendar, while automatically logging all email and meeting touchpoints to create a unified, real-time overview of account health, usage metrics, and renewal risks. InboxCRM’s intuitive dashboards deliver actionable insights into at-risk customers, engagement trends, and expansion opportunities, all accessible without the need to toggle between different applications. Integration with leading CRMs such as Salesforce, HubSpot, and Zoho, along with analytics, helpdesk, and collaboration tools, ensures a smooth and cohesive data ecosystem. The platform’s smart filtering and role-based access control personalize each team member’s view, focusing attention on the most relevant information. Automated alerts notify teams of critical events, while personalized email templates streamline communication. Additionally, InboxCRM offers one-click generation of quarterly business review (QBR) decks, significantly reducing preparation time. By centralizing all customer success activities within Gmail, the tool enhances team productivity and responsiveness. This unified approach empowers customer success teams to boost retention, uncover upsell opportunities, and deliver superior customer experiences. In sum, InboxCRM by AppEQ transforms customer success management by integrating seamlessly into daily workflows and making data-driven decisions effortless.

Pendo functions as an all-in-one property management platform designed specifically for landlords. Whether overseeing just one property or a vast collection, Pendo simplifies the frequently monotonous and time-consuming tasks associated with property management, including online advertising, tenant screening and onboarding, rent collection, performance tracking of income and expenses, handling digital lease agreements, and producing financial reports. By utilizing Pendo, landlords are empowered to concentrate on their investment strategies instead of being overwhelmed by administrative duties. This enables them to maximize their efficiency and ultimately enhance their investment outcomes.

SatisMeter is capable of detecting dissatisfied customers through various channels such as email, mobile applications, and websites. This innovative multi-channel solution enhances customer loyalty by gathering in-app feedback, utilizing methodologies like the Net Promoter System (NPS), Customer Effort Scores (CES), and Customer Satisfaction (CSAT) measurements. It serves as an essential resource for web and mobile application developers, growth strategists, marketers, and mobile app proprietors. With an impressive average response rate of up to 35%, the unobtrusive and lightweight survey pop-up effectively engages users. Its primary purpose is to identify unhappy customers, mitigate churn, harness the influence of customer advocates, and confirm product development priorities. Integrating the survey into your existing application is made seamless with Segment.com, which takes care of all the targeting requirements for you. By simplifying the process, SatisMeter ensures that businesses can swiftly adapt to customer feedback and enhance their offerings.

Lantern serves as an innovative revenue platform powered by AI, specifically designed to aid sales and marketing teams in expediting and improving their deal-closing efforts by integrating customer, prospect, and intent data into a unified framework. It includes features such as Champion Chaser, which enhances the sales pipeline by identifying valuable signals from existing customers, and Buyer Persona Tracker, which detects the emergence of new buyers within a target account and automatically populates their details. The platform boasts a Workflow Engine that effortlessly integrates with over 50 applications, automating updates based on customer activities like job changes and call insights, thereby empowering teams to proactively identify engagement opportunities. By consolidating multiple data sources, Lantern provides teams with AI-driven insights, refines sales tools, and fosters significant growth. Additionally, it is designed to meet SOC II security standards and allows for swift deployment with a variety of integrations, making it an excellent option for organizations aiming to boost their sales performance. The user-friendly interface, coupled with extensive support, ensures that teams can fully leverage the platform’s features with minimal disruption, further enhancing their operational efficiency. Ultimately, Lantern stands out as a comprehensive solution for organizations striving for a competitive edge in their sales strategies.

Optimizing data management processes can significantly boost the efficiency of your business operations. Instantly connect, transform, and visualize your data in a scalable way that meets your needs. Kleene makes it easier than ever to access data from your various SaaS applications. Once extracted, the information is safely stored and carefully organized in a cloud data warehouse, ensuring it is cleaned and primed for in-depth analysis. Intuitive dashboards allow you to discover valuable insights and make educated, data-driven decisions that foster your growth. Eliminate the hassle associated with building data pipelines from the ground up. With more than 150 pre-built data connectors available and the ability to create custom connectors on demand, you’re always able to utilize the most current data. Setting up your data warehouse can be completed in just a matter of minutes, without requiring any technical expertise. Our innovative transformation tools accelerate the development of your data models, and our remarkable data pipeline observability and management features give you unmatched oversight and control. Leverage Kleene’s premium dashboard templates to elevate your visual presentations, and benefit from our comprehensive industry expertise to further advance your business objectives. By streamlining the data management process, you can focus more on strategy and less on logistics, paving the way for sustainable growth.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Transactional emails are designed to land in your inbox at the most crucial times. You can send quick, tailored transactional emails through either an API or SMTP, leveraging our extensive experience in delivering billions of emails globally. These emails are crafted to reach inboxes instead of being filtered into spam folders. With our customizable analytics, you have access to pre-built dashboards and an export API for deeper insights. For any questions or issues, our award-winning support team is ready to help, or you can consult our detailed documentation. By utilizing custom tagging and whitelabeling, you can create conditional content specific to your audience. Our globally distributed infrastructure ensures features such as automatic SPAM loop registration and prewarmed dedicated IPs. You can explore analytics through various methods, including A/B testing and comparative reports, while also benefiting from white-labeled click tracking, custom reverse DNS, and a comprehensive rules engine. Additionally, a custom return path is offered for enhanced email deliverability. Overall, the average delivery time for leading ISPs illustrates the efficiency of our service, which operates seamlessly from our MTAs to the recipient's mail server, ensuring that your communications are timely and effective.