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Planado Launches Integrations 3.0

18.08.2021

We have great news to share! Planado is now compatible with all popular CRM and Helpdesk systems right out of the box. Even better, you can set up integrations with no programmers needed!

Integrations 3.0 is available on the Standard Plan. You can bundle Planado with any popular CRM and Helpdesk system used in your business  for only $19 via Zapier! Before, integrations were only available in the PRO Plan ($29).

Get Planado, and your data will be in sync 24/7 with no manual labor or programming!

If you need advanced Zapier features, you can get them for the price of one day of professional work without expanding your staff. But unlike a human employee, Zapier will work around the clock.

We've integrated Planado with Zapier through our API. There are also 3,000+ apps connected to the Zapier ecosystem, and now you can work with all of them with Planado.

Here are the most popular use cases:

  • Google Sheets connection to automatically create a table with data from Planado jobs. You can use it to avoid building a job report and manually uploading it to a file. 
  • Creating orders via Google Forms. Use this to create an order when a customer, fieldworker, partner, or website visitor fills out the form.
  • Creating a job from a CRM. Use this for transferring transaction fields from CRM to a Planado job vice versa. Integration with CRM is needed to create work orders and track how the job is executed by field workers. Planado is often integrated with Salesforce, Microsoft Dynamics 365, Hubspot, Zoho, Odoo, AmoCRM, or Bitrix24.
  • Creating orders from the helpdesk system like Freshdesk, Zendesk, Jira. This is great for cases when the support request requires a field employee visit.
  • Running customer satisfaction surveys via SurveyMonkey.
  • Sending additional notifications (on top of those provided by Planado) through Mailchimp and Twilio.

Another option for integration with Google Docs is a CRM-free model for SMBs. You won't need to implement expensive customer service systems. Instead, you can simply collect data via Google forms on the website, and Planado will automatically create work orders for your employees.

 

You will spend a little time setting it up once and save you dozens of man-hours per month!

We have prepared detailed instructions on configuring the integration, which even an employee with no programming skills can cope with.

Also, we can help you with the configuration of integration. To do this, email us at support@planado.app.

Still not sure?

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