Ringover
Ringover provides the telephony infrastructure; Planhat provides the customer record and workflow execution layer. This integration ensures that every customer call is captured as a logged activity, allowing teams to initiate calls directly from customer profiles and maintain a verified history of engagement within their system of action. By centralizing call metadata alongside account data, teams improve visibility into customer touchpoints and reduce the manual burden of communication tracking.
Unlock the power of Ringover with planhat
Defend recurring revenue by identifying accounts with declining phone engagement. Syncing call logs into Planhat allows commercial teams to monitor communication frequency and execute earlier intervention strategies before relationship gaps impact renewal targets.
Accelerate implementation coordination by surfacing post-handoff call logs directly on the customer timeline. Visibility into call duration and frequency ensures implementation teams confirm customer alignment and project velocity without manual activity logging.
Standardize communication hygiene by automating the association of call metadata to specific customer records. Using click-to-call from valid phone number fields ensures that every interaction is attributed to the correct team member and End User, maintaining a governed audit trail for all telephony activity.
Anchor engagement reporting in objective call history rather than anecdotal notes. Centralizing call timestamps and recording links provides leadership with a reliable view of account activity, ensuring growth projections are grounded in verified customer touchpoints.
how it works
Admins establish the connection by selecting the Ringover application within the Integrate tab of the Planhat App Center. This setup requires a Ringover Power account and administrative permissions in both platforms to authorize the data bridge.
Once authenticated, users can initiate outbound calls by clicking any valid phone number field within the Planhat profile or data view. This action triggers Ringover to open and place the call, allowing teams to execute outreach directly from their customer operating layer without switching applications.
The integration functions through a one-way inbound sync that pulls call activity from Ringover into Planhat. Calls are stored as Conversations (Logged Activities), ensuring that telephony data is structured for reporting and visibility across the entire customer lifecycle.
For every completed call, Planhat fetches specific metadata including the exact timestamp and duration. A direct link to the call recording is automatically attached to the record in Planhat, providing users with immediate access to the full conversation for follow-through or internal review.
Planhat automatically associates synced call logs with the appropriate team member and End User based on recognized contact data. To ensure reliable matching and call initiation, phone numbers must adhere to specific country-code formatting requirements during record creation or update.