Send UK planning applications to your CRM, BI and mapping tools
Every guide uses the same building blocks that are already live: a saved Plota alert, a signed webhook, and the REST API. Some tools receive matches as they happen; others read the API on their own schedule. Find your trade first, then your tool.
Estate and letting agents
Agency CRMs: send local planning activity to the branch that covers the patch.
Reapit
Raise an enquiry in Reapit the moment an application appears on a patch one of your branches covers.
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Street.co.uk
Create a Street enquiry against the property the application sits on, through the Open API or the one-step Zapier action.
Read the guide →Architects, planning consultants and engineers
Practice and project management: turn a relevant application into a lead or a project.
CMap
Turn a relevant planning application into a CMap project or lead, with the planning reference stored in externalRef.
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Total Synergy
Create a Synergy project in Proposal status from a planning application, through the API or the official Zapier app.
Read the guide →Contractors and trades
Job management: an approved scheme is a job worth quoting for.
Property and asset managers
Portfolio software: watch what is proposed around the buildings you manage.
Automation, CRM, BI and mapping
The general-purpose tools most teams already run.
Zapier
Route new planning matches into 6,000+ apps with no code, using Zapier as the bridge.
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Make
Build visual scenarios that fire when new matching applications appear.
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Slack & Teams
Post new planning matches into a Slack or Teams channel.
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Google Sheets
Log every new matching application as a spreadsheet row, or pull a one-off export.
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Airtable
Create an Airtable record for each new matching application - natively, no Zapier needed.
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HubSpot
Turn new planning matches into HubSpot deals, tasks, or a custom Planning Application object.
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Pipedrive
Create Pipedrive leads or deals from new planning matches.
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Power BI
Load classified UK planning applications straight into a Power BI model with Power Query.
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Salesforce
Create Salesforce records from new planning matches in your saved areas.
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Microsoft Excel
Pull planning applications into a worksheet, either as a refreshable query or a one-off file.
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ArcGIS
Map planning applications in ArcGIS Pro or ArcGIS Online from the coordinates on every record.
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QGIS
Bring planning applications into QGIS as a point layer, ready to style and analyse.
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Microsoft Dynamics 365
Create Dynamics 365 records from new planning matches, through Power Automate.
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n8n
Trigger self-hosted or cloud n8n workflows the moment a matching application appears.
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Tableau
Build Tableau dashboards on classified planning applications, refreshed from the API.
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BigQuery & Snowflake
Land UK planning applications in your warehouse and join them to everything else you hold.
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Zoho CRM
Create Zoho CRM records from new planning matches.
Read the guide →AI assistants and agents
ChatGPT, Claude, Cursor and other MCP clients call Plota as tools, with the figures coming from the record.
New here? Start with the API docs and grab a demo key.