Integrations

Communication

Slack

Slack

Slack

slack.com

Receive notifications and account summaries

Push notifications and mentions into dedicated Slack channels, and ask Slackbot for real-time account summaries.

Receive notifications and account summaries

Push notifications and mentions into dedicated Slack channels, and ask Slackbot for real-time account summaries.

Receive notifications and account summaries

Push notifications and mentions into dedicated Slack channels, and ask Slackbot for real-time account summaries.

01

How it works

Once configured, SlackBot will surface Planhat mentions, notifications and more, both directly to you and to any channel you configure. Slack alerts are fully customizable, so you never miss a beat, whether a decision-maker just opened your email, or a customer's usage dropped unexpectedly. By messaging @planhat in Slack, you can also summon an instant, real-time summary of any clients' headlines: cleanly presenting everything from MRR to renewal date and usage-based KPIs in a single view. This summary is also fully configurable, so Slackbot can prioritise call and email summaries, product usage metrics, renewal context and more.

01

How it works

Once configured, SlackBot will surface Planhat mentions, notifications and more, both directly to you and to any channel you configure. Slack alerts are fully customizable, so you never miss a beat, whether a decision-maker just opened your email, or a customer's usage dropped unexpectedly. By messaging @planhat in Slack, you can also summon an instant, real-time summary of any clients' headlines: cleanly presenting everything from MRR to renewal date and usage-based KPIs in a single view. This summary is also fully configurable, so Slackbot can prioritise call and email summaries, product usage metrics, renewal context and more.

01

How it works

Once configured, SlackBot will surface Planhat mentions, notifications and more, both directly to you and to any channel you configure. Slack alerts are fully customizable, so you never miss a beat, whether a decision-maker just opened your email, or a customer's usage dropped unexpectedly. By messaging @planhat in Slack, you can also summon an instant, real-time summary of any clients' headlines: cleanly presenting everything from MRR to renewal date and usage-based KPIs in a single view. This summary is also fully configurable, so Slackbot can prioritise call and email summaries, product usage metrics, renewal context and more.

02

Get Started

An authorized Planhat user needs to add our Slackbot to your Slack workspace from the Integrate tab. Once complete, any user will be able to configure personalised notifications for and interact with Planhat's Slackbot. For a step-by-step guide, see our Help Center.

02

Get Started

An authorized Planhat user needs to add our Slackbot to your Slack workspace from the Integrate tab. Once complete, any user will be able to configure personalised notifications for and interact with Planhat's Slackbot. For a step-by-step guide, see our Help Center.

02

Get Started

An authorized Planhat user needs to add our Slackbot to your Slack workspace from the Integrate tab. Once complete, any user will be able to configure personalised notifications for and interact with Planhat's Slackbot. For a step-by-step guide, see our Help Center.

Seamlessly integrate Planhat & Slack

Seamlessly integrate Planhat & Slack

Seamlessly integrate Planhat & Slack

Contact support

Contact support

Request a demo

Request a demo

The Sales to CS Handover

Planhat

Louise Hultman

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Getting the Whole Picture

Deliverect

Jon Twomey

A Unified Source of Truth

Deliverect

Jon Twomey

A Unified Source of Truth

Deliverect

Jon Twomey

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

A Unified Source of Truth

Deliverect

Jon Twomey

Platform Demonstration

Planhat

Chris Regester

More in Communication

More in Communication

More in Communication

Discover all Integrations

Discover all Integrations

Discover all Integrations

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fathom

Record AI summaries and full trancripts as conversations in Planhat

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Fireflies

Capture call logs and route raw transcripts or AI-generated summaries

Microsoft Teams

Receive custom notifications to any channel

Microsoft Teams

Receive custom notifications to any channel

Microsoft Teams

Receive custom notifications to any channel

Gong

Sync call recordings, AI summaries and metadata

Gong

Sync call recordings, AI summaries and metadata

Gong

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Jiminny

Sync call recordings, AI summaries and metadata

Google Calendar

Fetch customer events as planned and logged activities

Google Calendar

Fetch customer events as planned and logged activities

Google Calendar

Fetch customer events as planned and logged activities

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

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Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us