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Coming Soon - Request Early AccessThis integration is currently in development and not yet publicly available. If you’re interested in early access, please contact [email protected] with “Planhat Integration Early Access” in the subject line.
Connect BuildBetter with Planhat to enhance your customer success platform with AI-powered conversation insights and customer intelligence.

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Overview

The Planhat integration will enable you to:
  • Sync conversation insights to Planhat company and end-user records
  • Enhance customer health scores with conversation data
  • Track customer success metrics with conversation intelligence
Status: In Development Early Access: Contact [email protected]

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Request Early Access

To request early access to this integration:
  1. Email [email protected]
  2. Subject: “Planhat Integration Early Access”
  3. Include:
    • Your use case
    • Expected data volume
    • Timeline needs
Our team will review your request and reach out to discuss setup.

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Planned Features

  • Company Enrichment: Add conversation insights to Planhat company records
  • Activity Logging: Track conversations as touchpoints in Planhat
  • Health Score Integration: Incorporate conversation sentiment into health metrics
  • Custom Dimensions: Map conversation data to Planhat custom fields
  • Workflow Automation: Trigger Planhat workflows based on conversation insights

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Support

Questions about this integration?