> 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

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.

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## What You Can Do

| Use Case                      | Example                                                              |
| ----------------------------- | -------------------------------------------------------------------- |
| 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               |

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## Setup

1. In Threadly, go to **Settings → Integrations**.
2. Find **Planhat** and click **Connect**.
3. Enter your **Planhat API credentials** (API key and Tenant UUID from your Planhat account settings).
4. Click **Authorize**.

Once connected, Planhat data becomes available as a filter source when creating Dynamic Conversation Groups.

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## Creating a Planhat-Filtered Group

See [Planhat Segments](/threadly/groups/dynamic-conversation-groups/planhat-segments.md) for a step-by-step guide to building Dynamic Groups using your Planhat data.

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## Frequently Asked Questions

**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.

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## See Also

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