This integration allows for real-time, bi-directional synchronization of CRM data between HubSpot and Planhat. It supports custom field mappings and configurations for all objects, enabling users to define specific filters for data syncing in each direction. Common use cases include syncing Companies, mapping Planhat Licenses and Opportunities with HubSpot Deals, and synchronizing Notes, Tickets, and Tasks. Authorized Planhat users can connect their HubSpot instance through the Integrate tab, with a detailed setup guide available in the Help Center. This integration is designed to enhance customer success operations by providing a unified view of customer data.

Features & Benefits

• Bi-directional Data Sync: Synchronizes CRM data in real-time between HubSpot and Planhat.
• Custom Field Mapping: Allows fully customizable field mappings and configurations for all objects.
• Configurable Sync Sections: Independent sync sections can be configured with specific field mappings and filters for each direction.
• Object Synchronization Support: Supports syncing of Companies, Deals, Notes, Tickets, and Tasks.