The Planhat Snap-in will enable seamless data import from customer success and account management workflows into your application. By integrating this add-on, users will be able to sync customer data, health scores, lifecycle stages, and engagement metrics directly into your platform for improved customer retention and success tracking.

Features

• Automated Customer Data Import

Customer profiles, lifecycle stages, and engagement metrics from Planhat will be automatically imported into your application, providing real-time insights into customer success and retention.

• Integration with Existing CRM & Customer Success Platforms

Imported data will be mapped to your platform’s CRM, support, or analytics tools, ensuring smooth synchronization with ongoing customer success initiatives.

• Customizable Health Score & Metric Mapping

Users will be able to define how Planhat’s customer health scores, revenue metrics, and activity logs align with fields in your application, allowing for tailored tracking and reporting.

• Real-Time Syncing for Customer Engagement Updates

Any changes to customer interactions, success plans, or support cases in Planhat will be reflected in your platform, ensuring up-to-date customer insights.