Automations
Connect the
dots, at scale
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Free up time to focus on what matters
Use out-of-the-box automations to notify you at critical moments in the customer journey, so you don't have to remember yourself
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Build custom bots
An intuitive no-code way of building apps on-top of Planhat, whether for data cleaning or 3rd-party connectors
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No-code connections with all your apps
Native integrations with your entire tech stack, from traditional CRMs to product analytics to data warehouse
A lot of platforms have automations, but Planhat differs because it is extremely user friendly. We used to have a CRM-specialist to help us, but now we don’t need extra resources to build anything. If our customer success team need to automate a task - they can do it themselves. And thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.
Jeremy Cota
Head of Client Success
Automation
