Overview

Fetch Conversations into Planhat in real-time.

How it works

Start by fetching all HelpScout conversations created or updated in the last 6 months. Planhat will then auto-create or update conversations in Planhat as they are created or updated in HelpScout, within a 6 month historical window. Note that Planhat uses the End User email to identify companies related to conversations. If the domain of at least one End User involved in the conversation is not a related domain in Planhat, the conversation will not save.

Configure

Authorized Planhat users can connect their Freshdesk instance to Planhat using the steps detailed in the Integrate tab. For additional context, see our Help Center. Note that you will need to have the requisite access permissions in Freshdesk to initiate the connection.