We are closing out 2017 with a few more updates to Planhat for you. This year, Planhat underwent many changes; a new look and feel, and even more powerful functionality.

We appreciate you growing with us and always giving us feedback. We couldn't do it without you!

Here are some of the last updates from 2017.

Triggers

You can now clone a trigger! Say you have a similar trigger that you would like to use for several different segments - now that you have the ability to clone a trigger, it makes the set-up and creation process of triggers much faster!

Sales Pipe

Export your sales pipe to an excel sheet for better reporting.

Hubspot Integration

We have improved our current HubSpot integration to now allow you to have more sophisticated filtering with what types of deals are brought into Planhat after they are marked as "closed/won" in Hubspot.

Take a look at the full help center article here!

Did this answer your question?