Integrations Old2023-02-11T01:07:12+00:00

PlanPlus CRM integrates with many 3rd party systems:


 

Google Calendar PlanPlus Integration

Google Calendar

Integrate your @gmail.com or google apps calendar with PlanPlus Online calendar.

 

Google Gmail PlanPlus Integration

Gmail

PlanPlus allows you to view your Gmail mail inside of PlanPlus Online in the email center area. You can also flag emails from your regular Gmail interface or mobile Gmail interface and have those records saved as a note to a contact record.

 

Google Contacts PlanPlus Integration

Google Contacts

In the past this integration was a one way import from Google Contacts, it is now a two-way sync with Google contacts.

 

Microsoft Outlook PlanPlus Integration

Microsoft Outlook

We offer a desktop utility that syncs your Outlook Contacts, Calendar, and Tasks.

 

Google maps PlanPlus Integration

Google Maps

Near each address in PlanPlus you can click an icon to view that address on Google Maps.

 

Bing Maps PlanPlus Integration

Bing Maps

Near each address in PlanPlus you can click an icon to view that address on Bing Maps.

 

mapquest PlanPlus Integration

Mapquest

Near each address in PlanPlus you can click an icon to view that address on Mapquest.

 

skype PlanPlus Integration

Skype / JaJah / SIP

 

linkedin PlanPlus Integration

Linkedin

You can now link your PlanPlus Online contacts to their corresponding Linked In profile.
 Zapier

PlanPlusOnline can receive Contacts or Leads from Zapier. Contact our professional services department for information about Zapier integrations.

Real Estate Industry Integrations:


 

realtor.com PlanPlus Integration

Realtor.com

Automatically bring your Realtor.com leads in to PlanPlus Online.

 

zillow PlanPlus Integration

Zillow

Automatically bring your Zillow  leads in to PlanPlus Online.

 

trulia PlanPlus Integration

Trulia

Automatically bring your Trulia  leads in to PlanPlus Online.

 

tigerleads PlanPlus Integration

TigerLeads

Automatically bring your Tigerleads  leads in to PlanPlus Online.

 

proquest tech PlanPlus Integration

ProQuest Tech

 

blueroof 360 PlanPlus Integration

BlueRoof360

A provider of IDX integrated websites for agents and brokers. This integration allows for seamless integration of all leads generated on your website directly in to PlanPlus Online.

 

175 web design PlanPlus Integration

175 Web Design

 

boom town PlanPlus Integration

Boomtown

 

hotpads PlanPlus Integration

Hotpads

Integrate with your existing website:


  • Contact Us form:  Change your standard “contact us” form in to a lead capture form that can populate the contact info directly to your account, and send an email to you and an auto-responder to the site visitor.
  • Landing Page forms:  Create your own custom landing pages with PlanPlus Online forms. The form data is immediately captured in PlanPlusOnline.
  • Help Desk Submit Ticket:  Create your own helpdesk portal where your customers can request service or make you aware of an issue. These forms can be used for Return Merchandise Authorizations as well.
  • Publish FAQs to your website: PlanPlusOnline Support Portal can be connected to your website and allow you to manage your Frequently Asked Questions from inside of PlanPlusOnline.com
  • Request Appointments: PlanPlus Online has an option to publish your calendar to your external website and allow visitors to either see, or see and request appointments with you based on your availability.
  • Project Summary Reports as Webpage:  Each project in PlanPlusOnline can be published as a read-only webpage and shared with external stakeholders to keep them to date on the status of your projects.
  • External Opportunity Portal: Details of a sales opportunity record can be published to an external webpage and shared with external contacts.
  • Outbound Form POST: Configure any URL and variable names and you can push this data from PlanPlus Online to the webpage, or 3rd party system of your choice.  These Outbound forms are highly configurable and can be automated inside process steps.
  • REST API: We have extensive soap and rest APIs. Ask your account rep for access to our REST API documentation.
  • SOAP API: We have extensive soap and rest APIs. Ask your account rep for access to our REST API documentation.