You can now download a web extension to use ZeroKey in Plannr.
Step 1
To get started, you will first need to register an account with ZeroKey by visiting:
Step 2
You'll need to install the ZeroKey web-extension on either Google Chrome or Microsoft Edge.
Step 3
Finally, you can then integrate your ZeroKey account with your PlannrCRM account:
Start eliminating manual data entry
ZeroKey is specifically designed to provide you with super easy access to your clients' data, plus the ability to push it from PlannrCRM into third-party tools without any manual data entry – helping you save time and retain data integrity.
Platform connections include:
Additional connections include:
Please note, ZeroKey does not store any client data. Instead, they simply act as a conduit between PlannrCRM and a third-party tool. All data which passes through ZeroKey's APIs and all traffic to their APIs is protected using HTTPS and TLS (1.2+). The small amount of data they require from Plannr to provide a service is encrypted at rest using the bank-grade and industry standard encryption algorithm AES-256.