Planhat [Beta] Integrations

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Connect Planhat [Beta] to Automate these Workflows

Company Created

This trigger fires whenever a new company is created.

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Company Updated

This trigger fires whenever an existing company is modified.

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Conversation Created

This trigger fires whenever a new conversation is created.

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Enduser Created

This trigger fires whenever a new enduser is created.

trigger

Enduser Updated

This trigger fires whenever an existing enduser is modified.

trigger

Invoice Created

This trigger fires whenever a new invoice is created.

trigger

Invoice Updated

This trigger fires whenever an existing invoice is modified.

trigger

Issue Created

This trigger fires whenever a new issue is created.

trigger

Issue Updated

This trigger fires whenever an existing issue is modified.

trigger

Connect Planhat [Beta] with your stack

ActiveCampaign

Connect to ActiveCampaign to manage contacts, campaigns, and automations via webhooks

Apollo.io

A sales intelligence and engagement platform.

Asana

Asana is a work management platform for task management, projects, collaboration, and team planning.

Atlassian Admin

Manage your Atlassian organization users, roles, groups, and access. Automate invites, permissions, ...

Atlassian Assets

Manage Assets (formerly Insight) - schemas, object types, attributes, and objects for comprehensive ...

Attio

Attio is the CRM for the next generation of companies.

Chargebee

Chargebee is a subscription billing platform for managing recurring revenue.

ChatGPT

Connect to OpenAI's ChatGPT to integrate powerful language models into your workflows.

Clari Copilot [beta]

Clari Copilot is a conversation intelligence platform that records, transcribes, and analyses sales ...

Claude

Connect to Anthropic's Claude API to integrate powerful language models into your workflows.

Clay

A connector for Clay — the AI-powered prospecting and data enrichment platform. Send records to any ...

Cliniko

Connect to Cliniko to manage patients and contacts.

Deploy in minutes. Not days

Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.

Visitor Intelligence

Identifies anonymous website visitors, matches them to your ICP, and routes high-intent accounts to your team in real-time.

Outbound Prospecting

Builds targeted prospect lists, enriches contacts, and generates personalized outreach sequences at scale.

Pipeline Enrichment

Keeps your CRM data fresh by enriching contacts and companies from multiple sources — automatically, continuously.

Sales Research

Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.

Campaign Personalization

Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.

Inbound Qualification

Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.

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