Overview
Plain’s CRM integrations brings your customer and account data into Plain, so your team has full context on the customer and the account as soon as a thread starts.
Note: All CRM integrations – including Salesforce, Hubspot, and Attio – are available on our Horizon and Frontier plans.
Key Capabilities
Sync customer data automatically – contacts and accounts from your CRM appear in Plain as customers and companies
Add context to every thread – see customer and company details in Plain as soon as a thread starts
Write back to your CRM – add notes or tickets in your CRM when work happens in Plain