Can Lime CRM trigger actions in Planhat, and Planhat in Lime CRM?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate Lime CRM and Planhat?

No. Lime CRM-to-Planhat automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Lime CRM + Planhat Integration

Keep Lime CRM and Planhat aligned: when crm events happen in one, update the other automatically.

Example: when Lime CRM's "Watch Campaigns" fires, WEXTL can "Bulk Insert Metrics" in Planhat. Lime CRM has 9 triggers (including Watch Campaigns, Watch Coworkers, and Watch Deals); Planhat has 60 actions (including Bulk Insert Metrics, Bulk Upsert a Conversation, and Bulk Upsert Assets).

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Lime CRM triggersPlanhat actions

Lime CRM workflow triggers

Planhat workflow actions

Frequently asked questions

Common questions about connecting Lime CRM and Planhat.

Connect your Lime CRM and Planhat accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

Lime CRMBrowse all Lime CRM triggers, actions, and integrations.

PlanhatBrowse all Planhat triggers, actions, and integrations.

Lime CRM + Planhat Integration

Frequently asked questions

How do I connect Lime CRM and Planhat?

What can I automate between Lime CRM and Planhat?

Can Lime CRM trigger actions in Planhat, and Planhat in Lime CRM?

Do I need to write code to integrate Lime CRM and Planhat?

Explore Lime CRM and Planhat, or get started

Lime CRM + Planhat Integration

Frequently asked questions

How do I connect Lime CRM and Planhat?

What can I automate between Lime CRM and Planhat?

Can Lime CRM trigger actions in Planhat, and Planhat in Lime CRM?

Do I need to write code to integrate Lime CRM and Planhat?

Explore Lime CRM and Planhat, or get started