This integration enables seamless, bi-directional synchronization of CRM data between Salesforce and Planhat. Authorized users can connect their Salesforce instance to Planhat via the Integrate tab, with a step-by-step guide available in the Help Center. The system supports custom mapping for any CRM data related to "closed won" deals, allowing for real-time updates across both platforms. While one system cannot delete objects in the other, both objects and fields can be updated cross-system. Any conflicts or delays are communicated through detailed error messaging, ensuring data integrity and operational transparency.

Features & Benefits

• Bi-directional Data Sync: Synchronizes deals, contacts, and accounts in real-time between Salesforce and Planhat with custom mapping.
• Object and Field Updates: Allows updates to both objects and fields across systems without deletion capabilities.
• Real-time Error Messaging: Communicates conflicts or delays instantly for prompt resolution.
• Simplified Configuration: Easy connection of Salesforce instances through the Integrate tab with clear setup guidance.