> For the complete documentation index, see [llms.txt](https://threadly.gitbook.io/threadly/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://threadly.gitbook.io/threadly/integrations/planhat.md).

# Planhat

Connect Planhat to Threadly to build Dynamic Segments filtered by customer health scores, lifecycle stages, and CRM data. Target the right customer Slack channels automatically without manual list mai

Planhat is a customer success platform that centralizes customer health data, lifecycle stages, and engagement signals. By connecting Planhat to Threadly, you can build **Dynamic Segments** that automatically include the right Slack channels based on your Planhat CRM data.

Planhat is a **Pro** feature, connected once for the whole workspace by a Threadly admin.

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## What You Can Do

| Use Case                      | Example                                                                |
| ----------------------------- | ---------------------------------------------------------------------- |
| Target at-risk accounts       | Build a Segment of channels where the Planhat health score is below 40 |
| Reach renewal-ready customers | Filter channels where the renewal date is within 60 days               |
| Segment by lifecycle stage    | Send to all channels tagged as "Onboarding" in Planhat                 |
| Personalize by account size   | Target enterprise accounts vs. SMB accounts separately                 |

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## Setup

1. In Threadly, go to **Settings → Integrations**.
2. Under **Customer data**, open **Planhat** and click **Connect Planhat**.
3. Enter your **Planhat API key** and save.
4. Map the Planhat object and field that hold each company's Slack channel ID, and optionally the object and field that hold each end user's Slack user ID. Until this is done, the Integrations screen shows *Finish mapping the Planhat objects Threadly should use*.

Once connected and mapped, Planhat becomes a data source when you create Dynamic Segments.

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## Creating a Planhat Segment

See [Planhat Segments](/threadly/groups/dynamic-conversation-groups/planhat-segments.md) for a step-by-step guide.

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## Frequently Asked Questions

**How often does Threadly sync with Planhat?** Dynamic Segments refresh automatically every 3 hours, and you can click **Refresh Data** on a Segment to update it right away.

**What Planhat properties can I filter on?** Health score, lifecycle stage, renewal date, ARR, and any custom properties you've configured in Planhat.

**Do I need a Planhat admin account to connect?** You need API access credentials from Planhat. Generating an API key typically requires an admin or operations role in Planhat.

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## See Also

* [Planhat Segments](/threadly/groups/dynamic-conversation-groups/planhat-segments.md) — build Dynamic Segments with Planhat data
* [Dynamic Segments](/threadly/groups/dynamic-conversation-groups.md) — overview
* [HubSpot Integration](/threadly/integrations/hubspot.md) — CRM integration for HubSpot users
* [Attio Integration](/threadly/integrations/attio.md) — CRM integration for Attio users