If you use Planhat as your customer success platform, you'll likely want to sync your Jiminny calls into Planhat.
With Planhat, you can compile, organise and analyse all your customer data, from various sources, giving you a full 360-degree view of your customers. With Jiminny data in Planhat, you will save your CS team time by automatically summarising calls, and ensure that call recordings are accessible alongside other customer data.
This is an integration that Planhat has built with Jiminny, please visit their article for more information and to get this to set up!
📌 Important to note
Both Jiminny and Planhat should be connected to the same CRM (e.g. Salesforce or HubSpot). This is so we can map Jiminny calls to Planhat Companies via the CRM ID ("Source ID" in Planhat).
