Planhat
Connect Planhat to Threadly to build Dynamic Conversation Groups filtered by customer health scores, lifecycle stages, and CRM data. Target the right customer Slack channels automatically without manu
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Connect Planhat to Threadly to build Dynamic Conversation Groups filtered by customer health scores, lifecycle stages, and CRM data. Target the right customer Slack channels automatically without manu
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 Conversation Groups that automatically include the right Slack channels based on your Planhat CRM data.
Target at-risk accounts
Build a group 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
In Threadly, go to Settings → Integrations.
Find Planhat and click Connect.
Enter your Planhat API credentials (API key and Tenant UUID from your Planhat account settings).
Click Authorize.
Once connected, Planhat data becomes available as a filter source when creating Dynamic Conversation Groups.
See Planhat Segments for a step-by-step guide to building Dynamic Groups using your Planhat data.
How often does Threadly sync with Planhat? Group membership is evaluated when you send a message or when a workflow runs. Threadly pulls the latest data from Planhat at that moment, so your groups always reflect current customer data.
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.
Planhat Segments — build Dynamic Groups with Planhat data
Dynamic Conversation Groups — overview of dynamic groups
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