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.
- Navigate to Settings > Integrations > Slack
- Click Add to Slack button
- Authorize & Agree to Connect to your Slack workspace
- In Planhat, select the default Slack channel for notifications
📣 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.