Keep your team updated & action driven with the Planhat Slack Integration!
Create alerts for upcoming renewals, health score updates, playbook progressions, notes added to customer profiles, & much more 🤓!


🚀 Quick tip: If you're looking to set up Slack notifications for your private channels then check out this article.


How to Enable the Slack Integration

  1. Hover over your avatar in the bottom left corner of Planhat > Integrations > Slack

  2. Click on the "Add to Slack" button

  3. Authorize & Agree to Connect to your Slack workspace

  4. In Planhat, select the default Slack channel for notifications

  5. Save

📣 Pro tip: Use our SlackBot and by messaging @Planhat in Slack, no matter where in the world you are, you can get an instant, real-time summary of everything going on with a client. Read more here.

Watch the Webinar 🙌 

Did this answer your question?