Planhat's comprehensive and flexible Slack integration enables you to send data from Planhat to Slack, both automatically and on demand, keeping you and your team fully informed and up to date, so they can take data-driven actions for maximum impact.
Planhat is your central source of truth for all customer information, and the Slack integration allows you to easily set up both team-level and personal notifications, so you can be alerted in Slack when there is an opportunity or risk identified in Planhat. There are options for you to configure which data events act as triggers, what the notification messages are, and which Slack channel each notification is posted to. Examples of data triggers are:
You are @mentioned in Planhat
A low or high NPS or CSAT survey response is received from an End User
A Company changes phase, or has its Health Score drop below a threshold, or enters/leaves a filter (which you can create for any property or combination of properties)
A License is up for renewal soon, or is renewed, or is churned
An Invoice is added or updated
And lots more!
You can additionally query Planhat directly from Slack - message the Planhat Bot, and it will display the requested data in Slack. This is ideal for when you’re on the go and need a quick Company summary before a meeting, for example.
Finally, it is possible to push selected Slack messages into Planhat, so you can capture notes or customer communication etc. This isn't automatically available with the native Slack integration, but can be set up with the help of your Planhat TAM.
To get started, your admin firstly needs to enable the integration between your Slack workspace and your Planhat tenant - instructions below. In addition to the Slack integration in your Planhat tenant, there is a Planhat Bot Slack app you apply within your Slack workspace - you can invite this to specific channels as required.
Enabling the Slack integration for your Slack workspace
In Planhat, navigate to the Operations Module on the left bar of your screen, click on Integrate, and select the Slack integration. (Hint: use the search bar to locate the integration more quickly)
Turn on the toggle switch at the top of the integration
Click on the "Add to Slack" button
Authorize & Agree to Connect to your Slack workspace
In Planhat, select the default Slack channel for notifications
Save
To sync over the SlackId of users based on matching email address, press the "Sync Users" button
Team notifications
For each team notification you would like, set up an Automation in Planhat:
There is a extensive library of templated Automations available (see screenshot below), which you can use as-is or very easily customise - you can tailor the exact trigger event, the message text, and which Slack channel it's posted to (so you can have a specific Slack channel for all your NPS-related notifications, for instance)
You can also create fully custom Automations that send a Slack message - so if what you want isn't covered by a template, you can still set this up in Planhat
The message text can include dynamic references - e.g. if you create a Company renewal Automation, the message could say 'Customer X will renew in 30 days'
For information on formatting your Slack messages sent via Automations, check out our separate article here
Although you'll most commonly set up team notifications for your choice of public Slack channels, you can also configure them to notify private channels - you'll need to add your Slack bot to the channel (as described at the top of this separate article)
Click the image to view it enlarged
Personal notifications
There are a wide variety of pre-configured notifications that you can enable or disable.
An example is you can be notified when you are @mentioned in Planhat.
You choose which Slack channel your personal notifications are sent to - you can create a private Slack channel specifically for this.
For more detailed guidance on configuring your personal Planhat notifications to send to a private Slack channel, see this Help Centre guide.
You can also/alternatively use the Automation method above (for team notifications) to set up custom notifications to a private Slack channel.
Querying Planhat Bot from within Slack
Within Slack, you (and your teammates who are Planhat users) can communicate with the Planhat Bot - e.g. message @Planhat to request a Company summary from Planhat on demand.
This is super useful for when you're out and about seeing customers or prospects, and you need to access key account information quickly. For example, you could be a CSM, Salesperson, Marketing Executive or Senior Manager at a conference, and you spot someone from a key account who you'd like to chat to, but you first need to quickly familiarise yourself with their Company information, general 'Health', any recent Conversations, etc. When you need quick information on the go, @Planhat is perfect for you - you can get real-time data in a flash, without needing to do a lot of research on a 'big screen', or having to ask a colleague to do this for you (which would take time and risk some data being missed).
The Planhat Slack Bot is interactive, and it's simple to request what you want and see the results in a simple, easy-to-understand layout.
Begin by typing @Planhat in the Planhat app channel (shown below).
This will give you the option to 'Show company information' - click on this, and you'll see a box where you can select your choice of Company - you can type here to find your desired Company quickly.
Once you've selected a Company, it will load a summary - in many cases, this alone will be what you need.
At the bottom, you can click ('+ 78 more attachments' or similar) to expand to show all the information, including additional button options.
You can click into each of these to load additional information for that Company:
'Health' - view the component data that's making up the overall Health Score
'People' - view details of End Users at the Company
'Conversations' - view Conversations (logged activities - e.g. meetings and emails etc.) associated with the Company
'Pending tasks' - view planned activities associated with the Company
In each case, after loading the selected data, the other buttons are still available at the bottom for you to click, meaning you can easily swap between different types of data for that Company.
There is also a button on the end - 'Select another company' - which you can click on to open up another Company search box, meaning you can quickly jump to another Company's data without needing to type @Planhat again.
Pushing Slack messages into Planhat
If you use Slack instead of emails or tickets etc., then you'll be pleased to hear that it is possible to import individual Slack messages into Planhat, saved as a Conversation (logged activity / note). You could associate specific Slack channels with particular customers, and then choose a Slack post to sync into Planhat, mapping to the relevant Company.
Note that this wouldn't automatically sync in all messages, but instead it allows you select specific messages to send to Planhat. This ensures only valuable messages are saved, since Slack conversations often include lots of less relevant content.
Importing Slack messages isn't part of the native Planhat Slack integration, but can be built via Automations with webhooks, as a custom setup. Please speak to your Planhat TAM or CSM if you would like to learn more about this possibility.