Planfix Integrations  Planfix CRM and Project Management System

Planfix Integrations

Integrations are one of the many things that help make Planfix a genuinely exceptional platform. With pre-made integrations for more than 400 popular apps and custom integrations, you can easily connect your existing apps and workflows.

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messengers and social networks email and mailout services virtual pbx integration sms integrations managing data cloud storage services integrating planfix with maps translations connection services can't find the integration you need? ready-made solutions gmail email email mailout services google forms google calendar google contacts openstreetmaps google maps
Messengers and Social Networks — Planfix Integrations

Messengers and Social Networks

If you’re not communicating with your customers on their platform of choice, are you communicating at all? Whether it's Facebook, WhatsApp, or Telegram, Planfix ensures your business is everywhere it needs to be. Customers can not only send messages via their favorite social networks or messengers, but your team can reply directly from the Planfix interface. After all, who wants to juggle a dozen tabs?

Communicate Straight from Planfix

Communicate Straight from Planfix — Planfix Integrations

Telegram

Planfix’s Telegram integration allows you to easily manage messages, create tasks, and synchronize communication. It's like turning your group chats into a to-do list, but without all the headaches.
Communicate Straight from Planfix — Planfix Integrations

WhatsApp

With Planfix’s WhatsApp integration, you can remain professional while allowing for a personal touch. Customers can contact you via WhatsApp while you respond seamlessly from Planfix.
Communicate Straight from Planfix — Planfix Integrations

Viber

Have a public account on Viber? Planfix makes managing customer messages is a breeze! Best of all, you get all the additional tools you need to keep everything organized.
Communicate Straight from Planfix — Planfix Integrations

Instagram

Planfix and Instagram is a combination made in social media heaven. Not only can you reply to customers, but you can also track meetings, deliveries, and appointments directly in your feed. It's like having a personal assistant for your Instagram DMs!
Communicate Straight from Planfix — Planfix Integrations

Facebook Messenger

Integrating Facebook Messenger with Planfix means all messages from subscribers or visitors to your company page are routed directly into Planfix. This makes it infinitely easier for your team to process them, and ensures you won’t miss a thing.
Communicate Straight from Planfix — Planfix Integrations

Chat Integrations

We’ve made it easy for you to connect Planfix with Chatra or virtually any other chat platform. This ensures your team can handle real-time messages while staying inside Planfix, turning the platform into your complete customer support command center.
Email and Mailout Services — Planfix Integrations

Email and Mailout Services

Looking to spice up your email game? Planfix allows you to reply to emails, set up automatic scripts, and segment your contact lists without leaving the dashboard. It couldn’t be easier!

Gmail

Sync Planfix with Gmail to streamline your communications even further. You’ll l never miss another message again, and both your team and customers will thank you.

Email

Want to create tasks directly from your inbox? With Planfix, you can integrate your corporate email to send emails to specific addresses. Boom - tasks are created, communication is organized, and you don't even have to log in.

Email Mailout Services

Planfix allows you to sync contact lists and ensure everything stays up to date with minimal effort. Integrate with your favorite email marketing services and watch your efficiency skyrocket!

Effective Services for Successful Marketing Campaigns and Mailings

Effective Services for Successful Marketing Campaigns and Mailings — Planfix Integrations

MailerLite Integration

Planfix makes sending newsletters and mailouts a breeze. When combined with MailerLite, you can save time and simplify data exchange, allowing you to concentrate on what's essential—reaching your target group.
Effective Services for Successful Marketing Campaigns and Mailings — Planfix Integrations

MailChimp Integration

Planfix and MailChimp make for a pretty potent duo. We’ve made it easier than ever to create, send, and analyze email campaigns, so you can keep your marketing efforts organized.
Effective Services for Successful Marketing Campaigns and Mailings — Planfix Integrations

SendGrid Integration

Automate your business processes with Planfix and SendGrid so you can further streamline your communication processes.
Virtual PBX Integration — Planfix Integrations

Virtual PBX Integration

Want to improve your business calls? Integrate Planfix into your virtual telephone system and gain valuable insights into your call data. You can also record, review, and analyze calls to improve the quality of your customer service - all while managing everything in Planfix!

Reduce Telephony Costs with Cloud PBX Integrations

Reduce Telephony Costs with Cloud PBX Integrations — Planfix Integrations

Zadarma Integration

Great news! Zadarma and Planfix go together like peanut butter and jelly, giving you more efficiency and convenience with minimal setup.
Reduce Telephony Costs with Cloud PBX Integrations — Planfix Integrations

CallGear Integration

By integrating CallGear with Planfix, you can quickly and easily optimize your processes and take advantage of all those cloud telephony benefits.
Reduce Telephony Costs with Cloud PBX Integrations — Planfix Integrations

Planfix Telephony API Integration

Tech-savvy users will find it easy to connect any PBX system to Planfix via the telephony API, thus creating even more possibilities for your communication processes.
SMS Integrations  — Planfix Integrations

SMS Integrations

SMS may sound old-fashioned, but it remains one of the most effective methods of business-to-client communication. With Planfix, you can not only automate your text messages, but track performance to ensure you get the most out of every message you send.

Planfix Works with All Popular SMS Services

Planfix Works with All Popular SMS Services — Planfix Integrations

Twilio Integration

Integrate Planfix with Twilio to automate communication and keep your workflows running like a well-oiled machine.
Planfix Works with All Popular SMS Services — Planfix Integrations

Plivo Integration

Use the Planfix’s Plivo integration to simplify text message automation and ensure a smooth flow of communication.
Planfix Works with All Popular SMS Services — Planfix Integrations

Telnyx Integration

With their powers combined, Planfix and Telnyx can make managing customer interactions more accessible than ever.
Planfix Works with All Popular SMS Services — Planfix Integrations

Selzy Integration

With Selzy and Planfix at your side, you can optimize your SMS campaigns and customer approach to ensure high-quality communication at all times.
Planfix Works with All Popular SMS Services — Planfix Integrations

SimpleTexting Integration

With the SimpleTexting and Planfix integration, you can send SMS messages, segment contacts, and collect data at the touch of a button.
Planfix Works with All Popular SMS Services — Planfix Integrations

TextUs Integration

Planfix and TextUs integration takes corporate communications to the next level, improving speed, quality, and – of course - satisfaction.
Planfix Works with All Popular SMS Services — Planfix Integrations

Devino Telecom Integration

Integrating Planfix with Devino Telecom gives you an efficient SMS communication setup that meets all your business needs. Plus, it’s super easy to use!
Planfix Works with All Popular SMS Services — Planfix Integrations

Vonage Integration

Vonage and Planfix make it easier than ever to communicate with your target group while keeping everything organized.
Planfix Works with All Popular SMS Services — Planfix Integrations

Planfix SMS API

Have a different SMS service in mind? You can easily connect it to Planfix via the built-in API, allowing you to send messages directly from the platform.
Managing Data — Planfix Integrations

Managing Data

Data is more important now than ever. Fortunately, Planfix integrates with all major programs to make your life easier. Whether you work with Office programs or cloud storage, Planfix ensures everything syncs up perfectly.

Work With Data on a New Level

Work With Data on a New Level — Planfix Integrations

Microsoft 365

Collaborate with your team and edit files in real time using Planfix’s data integrations. It’s like having your own personal Google Docs, without all the hassle.
Work With Data on a New Level — Planfix Integrations

Word

Need to create documents on the fly? Planfix automatically fills Microsoft Word documents with the data from your tasks, saving you loads of both time and effort.
Work With Data on a New Level — Planfix Integrations

Excel

Planfix’s Excel integration allows you to edit, synchronize, and collaborate on spreadsheets in real-time. No more sending 10 versions of the same file back and forth!

Google Forms

Speaking of managing data, we’ve made it easy for you to collect data using Google Forms and synchronize it with Planfix to optimize your workflows.

Google Calendar

Stay on top of your schedule by synchronizing Planfix with Google Calendar. Plan events, collaborate with your team, and ensure you never miss an important meeting again.

Google Contacts

Synchronizing Google Contacts with Planfix keeps your contact list up to date, making it easier to manage customer relationships from every platform

Cloud Storage Services — Planfix Integrations

Cloud Storage Services

Planfix’s cloud storage integrations let you work with files as quickly as if they were stored on your desktop. Whether you use Dropbox, Google Drive, or OneDrive, Planfix ensures everything remains completely in sync.

Connect File-Sharing Services and Cloud Storages

Connect File-Sharing Services and Cloud Storages — Planfix Integrations

Dropbox

You can work with Dropbox files directly from Planfix. There is no need to download or upload anything—just integrate and keep working!
Connect File-Sharing Services and Cloud Storages — Planfix Integrations

Google Drive

Thanks to our Google Drive integration, you can use Planfix to store and manage files in the cloud without leaving the platform. Your team will love how easy it is!
Connect File-Sharing Services and Cloud Storages — Planfix Integrations

OneDrive

Planfix's OneDrive integration allows you to collaborate with colleagues and edit files in real time. It’s perfect for keeping everyone on the same page (literally)!
Integrating Planfix with Maps — Planfix Integrations

Integrating Planfix with Maps

Linking tasks to maps may sound like something you’d rarely use, but you’d be surprised! With effective map integration, you can plan deliveries, track orders, and simplify logistics — all with Planfix.

OpenStreetMaps

Planfix can also sync with OpenStreetMaps, allowing you to see customer requests and plan delivery routes directly on the map. It’s like a built-in GPS for your business!

Google Maps

Integrate Planfix with Google Maps to further streamline your logistics. Reduce waiting times, simplify routes, and get your drivers to their destinations faster.

Google Maps — Planfix Integrations
Translations — Planfix Integrations

Translations

Do you communicate with customers across borders? No problem! We’ve made it easy to connect Planfix to powerful translation services, allowing you to communicate in any language.

Google Translate Integration
Open AI integration
Connection of your own services via Planfix API
Connection Services — Planfix Integrations

Connection Services

If you use services such as Zapier, Albato, or Make, you can easily link them to Planfix without needing a shred of programming knowledge. Automating workflows has never been easier.

Get Planfix Working With a Variety of Other Apps

Get Planfix Working With a Variety of Other Apps — Planfix Integrations

Zapier

With Zapier, you can connect Planfix to over a thousand apps without writing a single line of code. It’s like having a digital assistant that never takes a coffee break.
Get Planfix Working With a Variety of Other Apps — Planfix Integrations

Albato

Albato tracks events in your connected services and performs actions based on the triggers you set. It couldn’t be simple to stay connected.
Get Planfix Working With a Variety of Other Apps — Planfix Integrations

Make

Use Make to track events in Planfix and automate actions in your favorite services. It may sound simple, but it has the power to fundamentally change your workflow.
 Can't Find the Integration You Need? — Planfix Integrations

Can't Find the Integration You Need?

Don't see the integration you’re looking for? No problem. With Planfix’s API, you can create customized connections specifically for your needs.

Ready-made Solutions — Planfix Integrations

Ready-made Solutions

Need help setting up your integrations? Check out Planfix’s pre-built solutions or contact one of our certified partners for expert support.

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