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Overview

Plain integrates with the tools modern B2B support teams rely on – from CRMs and issue trackers to incident management platforms and historical data importers. These integrations are designed to help you provide fast, context-rich support without switching tabs.

Integrations are available on Horizon and Frontier plans.

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CRM Integrations: Customer & Account Context

Plain's CRM integrations bring account-level context directly into the support experience. The moment a thread starts, your team can see account ownership, relationships, and tier — without switching tabs.

CRM data syncs into Plain non-destructively: your CRM won't overwrite edits you've made in Plain:

  • Contacts or people sync as Customers

  • Accounts or companies sync as Tenants

  • New contacts and companies continue syncing automatically after the initial import

  • Changes to records you've edited in Plain are preserved — your CRM won't overwrite them

Plain supports CRM integrations with Salesforce, HubSpot, Attio.

Salesforce and HubSpot support a sync of data back to the CRMs: when a thread is associated with a Plain tenant, the thread details are automatically posted to the CRM as a note.

Importers: Historical Data Migration

Plain's importers make switching to Plain easy and reliable. Migrate your full support history, including conversations, contacts, and internal notes without starting from scratch.

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Note: All Importer integrations – including Zendesk, Freshdesk, Intercom, Front, and HelpScout – are available on our Horizon and Frontier plans.

Sync limitations
Importers are designed for one-way migration, not real-time two-way sync. New records created in your old platform continue syncing to Plain automatically. Updates to existing records — status changes, edits, reassignments — are not synced after initial import. No webhooks or auto-responders are triggered.

Issue Tracker Integrations: Logging Customer Feedback

Stay tightly aligned with product by turning support signals into structured feedback. Link threads to issues and get automatically prompted to close the loop with customers when their bug is fixed or feature request is shipped.

Key capabilities:

  • Auto-update status: when a linked issue is completed or cancelled, the thread automatically moves to Close the Loop status.

  • Track product insights: view top customer requests, see which accounts requested them, and break down by tier or request volume.

  • Company-level breakdowns: see which customers requested what, sorted by tier and request volume

Plain supports: Linear, Jira, Shortcut, GitHub

Incident Management: Support During Firefighting

Coordinate with engineering during incidents while keeping customers in the loop. Link support threads to active incidents, track incoming requests, and follow up automatically when the incident is resolved.

What you can do:

  • Create new incidents directly from any Plain thread

  • Link existing incidents to active threads.

  • Track resolution status: When an incident is marked as resolved, linked threads automatically return to your queue for follow-up

  • Post-incident clean-up: easily find and update every customer affected

Plain supports integrations with Incident.io and Rootly.