Pendo captures the behavioral truth of how users interact with your software; Planhat provides the execution layer to act on those signals. By connecting the two, teams transform passive usage data into objective Health Scores and proactive workflows that protect recurring revenue and fuel expansion.

Unlock the power of Pendo with planhat

Improve net revenue retention

Protect revenue by acting on behavioral shifts before they manifest as churn risks. Planhat ingests Pendo Features and Pages as User Activities, allowing commercial teams to trigger automated retention Playbooks the moment adoption of core features declines.

Shorten time to value

Verify implementation success with objective usage data rather than subjective sentiment. By mapping Pendo Aggregations or Reports to implementation milestones, onboarding teams confirm when users reach "first-value" events without relying on manual customer status checks.

Increase process governance

Standardize how account owners respond to engagement signals across complex, multi-application portfolios. Planhat applies structured lifecycle stages and response models to your Pendo data, ensuring consistent follow-through when a Product Engagement Score (PES) drops below defined targets.

Improve commercial predictability

Ground renewal forecasts in actual adoption metrics to eliminate guesswork. Planhat combines Pendo engagement data with commercial account context to provide leadership with a predictable view of upcoming renewals based on objective product health signals.

Seamlessly integrate Planhat & Pendo

Seamlessly integrate Planhat & Pendo

Seamlessly integrate Planhat & Pendo

how it works

Flow & configuration

01

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Secure authentication and account matching

Authorized users connect the Pendo integration via the Integrate tab in the App Center. To ensure records are matched accurately during ingestion, the integration typically requires the Planhat Company ExternalId to match the Pendo accountId.

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Define mappings for engagement data types

Admins configure mappings for all three primary Pendo data streams: Features and Pages (granular user event streams), Reports (aggregated event tables), and Aggregations (complex event pipelines). This includes support for Product Engagement Scores (PES) and their individual components.

03

01 - CONNECTED

Map signals to custom metrics or user activities

Determine how data lands in Planhat based on its intended operational use. Granular events like specific feature clicks are mapped as User Activities to track individual behavior, while broader trends are mapped as Custom Metrics to Companies, Assets, or Projects for portfolio-level analysis.

04

01 - CONNECTED

Configure multi-app and Automation settings

For organizations managing multiple products, the integration supports multi-application mapping using applicationId splitting to keep data distinct. Admins can also enable the auto-creation of End Users in Planhat when activity data arrives for unknown contacts, ensuring the customer record stays current without manual intervention.

05

01 - CONNECTED

Set sync cadence and historical backfills

The integration functions as a one-way, inbound-only sync that pulls data from Pendo to Planhat on a daily scheduled basis. During initial setup, users can execute a manual historical sync for up to one year of engagement data, establishing the long-term baseline necessary for accurate health and adoption reporting.

FAQ

FAQ

How quickly can we connect Pendo to Planhat and start syncing product usage data?

How does Planhat aggregate Pendo user events into account-level insights?

How can specific product behaviors in Pendo trigger proactive playbooks in Planhat?

How does Planhat handle high-volume event data from Pendo without creating data noise?

How does Pendo data shift Health Scores from subjective to objective?