If you keep client records in Plannr, you can connect it to Marloo and send completed documents, meeting transcripts and summaries to the linked client in Plannr. Each person connects with their own Plannr account and permissions. Marloo can also search Plannr in the background and suggest matching clients, so you don't have to link your whole client list by hand.
The connection works one way for now: Marloo sends documents and meeting records to Plannr, but doesn’t pull anything back from Plannr into Marloo. We’re planning to add a two-way sync, so Plannr data can come into Marloo too, but we don’t have a date for it yet.
Full walkthrough here.
Connect your Plannr account
Open Settings > Integrations and search "Plannr".
Choose the result described as "Send documents, meeting transcripts and summaries from Marloo to Plannr." Both results are labelled "Client records & CRM", but the other one is the one-off import from a Plannr export.
Under Your connections, click Connect on the Plannr card.
Sign in on the Plannr page with your own Plannr account. Back in Marloo, the Plannr card shows Connected.
Link your Marloo clients to Plannr records
Open the connected Plannr card to see Client links. You can link clients manually or let Marloo find likely matches.
To let Marloo find matches:
Click Find matches.
Confirm with Start discovery. Marloo searches the Plannr clients you have access to and suggests records that appear to match your client list. It runs in the background and may take a few minutes, and suggested matches appear as they are found.
Once a scan has run, the button becomes Scan again. Use the filter to show clients by status (All, Suggested, Connected, No match) or by client type (Groups, Individuals, Companies, Trusts). Clients with no suggestion show "No match found".
To link a client manually:
Click Link client on the client's row.
Search for the Plannr client by first name, surname or company and pick the record.
Confirm with the tick. The row now shows the Plannr client and an Unlink client button.
You can also link from the client's page in Marloo by choosing and confirming the matching Plannr record, once Plannr is connected in Settings. A linked client shows a Plannr icon at the top of their client page, and hovering it shows "Linked to Plannr".
Send a meeting to Plannr
Open the meeting.
On the Summary tab or the Transcript tab, click Send to Plannr. The meeting record arrives in Plannr as a note.
If the meeting content changes after you send it, sending again updates the same note in Plannr. Unchanged content is not sent again. If someone has changed the note in Plannr, the send pauses and the changes made in Plannr are kept.
Send a document to Plannr
Open Documents and hover over the document.
Click Send to Plannr. The button becomes Send current version to Plannr, with the date it was last sent.
Sending a changed version creates a separate file in Plannr, and previously sent files are kept.
Note: You can only send for a linked client. If the client isn't linked, Marloo asks you to link them to Plannr first. Link the client, then send again.