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.

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PlanHat

Leverage customer success insights to drive data-driven decision-making across teams.