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, & more!


🚀 Quick tip: If you are looking to set up a slack notifications for your private channel click here.

Enablement

  1. Navigate to Settings > Integrations > Slack
  2. Click 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.

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