Zapier
Trigger actions and create companies, contacts and notes
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.
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