Features | Custom Connections

Features

Action

Custom Connections

Consolidate all your data from any API

Connect your CRM with other applications to create a unified ecosystem, enhancing data flow and reducing manual efforts. Create custom connections with low-code flows to create one source of truth when it comes to your customers.

Creating a Custom Connection

Highlights

Integrate with anything, connect Planhat to any tool or app
Real-time data sharing across platforms

What's new

View Changelog

No changes on this feature

What's new

View Changelog

No changes on this feature

What's new

View Changelog

No changes on this feature

What's new

Changelog

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Discover the full power of Custom Connections

Request a demo

Discover the full power of Custom Connections

Request a demo

700+ reviews

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

700+ reviews

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

700+ reviews

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

700+ reviews

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

Solutions

Platform

Explore

Studio

Customers

Pricing

Request a demo