Overview

Sync static (CRM) data bi-directionally, and fetch time-series (Metrics) data in near real-time.

How it works

Planhat fetches and pushes static CRM data to Snowflake continuously, at least once an hour. Due to potentially large data volumes in time-series, Metrics data can be configured to fetch anywhere between once every 5 minutes and once a day. The integration supports custom mapping and data transformation, but additional conditions on sync frequency may apply. See our Help Center for a detailed overview.

Configure

Authorized Planhat users can connect their Snowflake instance 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 Snowflake access permissions to initiate the connection.