
Bi-directionally syncs CRM and time-series data between Planhat and Snowflake for structured data management.
Vendor
Planhat
Company Website
The Planhat Snowflake integration enables users to synchronize their data with Snowflake, a cloud-based data warehousing solution. This integration allows for bi-directional syncing of static CRM data and near real-time fetching of time-series Metrics data. Planhat continuously pushes static CRM data to Snowflake at least hourly, while Metrics data can be configured for fetching as frequently as every 5 minutes. The integration supports custom mapping and data transformation, providing flexibility for users to structure their data views. Authorized Planhat users can connect their Snowflake instance through the 'Integrate' tab, provided they have the necessary Snowflake access permissions. This facilitates a more comprehensive view of customer data by unifying information from Planhat's CRM and metrics within Snowflake's structured environment.
Features & Benefits
- Bi-directional Data Sync: Synchronizes static CRM data and fetches time-series Metrics data between Planhat and Snowflake.
- Configurable Sync Frequency: Allows Metrics data fetching from every 5 minutes to once a day, and CRM data at least hourly.
- Custom Mapping and Transformation: Supports custom mapping and data transformation for tailored data views in Snowflake.
- Simplified Connection Process: Authorized users can connect their Snowflake instance via the 'Integrate' tab with appropriate permissions.