Spreadly Integrations CRM Integrations Planhat

Sync all your leads from Spreadly with Planhat

Q: What is the Planhat Integration for Spreadly?

The Spreadly and Planhat integration is a seamless, no-code solution designed to automate lead management. With this integration, you can automatically sync your Spreadly leads directly into your Planhat account, streamlining processes and automations.

Q: How do I export leads to Planhat?

Once your Spreadly account is connected to Planhat, your leads will sync automatically with Planhat. You can choose to have new contacts exported to Planhat automatically or manually, based on your preference.

Q: Will updates automatically sync with Planhat?

Absolutely. The Spreadly and Planhat integration automatically updates any changes made to a lead's details in Spreadly, and these updates are seamlessly passed to Planhat. No manual effort is required, reducing the risk of outdated or incorrect information.

Q: Is the integration with Planhat secure?

Yes, maintaining the security of your data is a top priority for us. The Planhat integration adheres to industry-leading security protocols, ensuring that your contact information remains private and secure. You can learn more about our data privacy here: https://spreadly.app/en/legal/privacy.

Q: Are any technical skills required to integrate with Planhat?

No, you don't need any technical skills to connect Spreadly with your Planhat account. You can directly connect to Planhat from your CRM integrations and simply confirm this by signing into your Planhat account. In some cases, the integration might require approval from your IT department.

Q: I've set up custom fields; can they be synced with Planhat as well?

Yes, you can configure the Planhat fields within the custom field attributes in Spreadly. This allows you to map the lead attribute to the corresponding field within Planhat. If you have any specific setup requirements for field mapping, feel free to contact us.