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Quick introduction

If you use Salesforce, HubSpot, Zendesk, or other systems, you can easily connect them to Plecto.

You need admin access to your system to connect it to Plecto. Alternatively, you can invite your tech team to set up the data sources. Plecto receives read-only access, so your data is safe with us.

Connect your systems

  1. Go to Data management > Data sources > + New data source.

  2. Select a system you want to connect. Not all integrations follow the same setup routine. Follow the steps on your screen or find our integration guides to help you set up.

  3. Select the data you want to import and configure the data source settings. Most integrations allow you to change the settings once a data source has been created.

  4. Click Next to choose how much data to import and how long you want to keep it in the data source.

  5. Click Import to finish.