Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Planhat Subscription - From Start-up to Enterprise plan
Overview
1/7 - Customer 360
Sync Planhat with HubSpot to drive Customer Success and Net Revenue Retention.
Planhat helps you focus on what matters, giving the whole organization a 360 view of your customers. Take targeted (and automated) action based on key data like Lifecycle Phase, Health Score, Last Touch, CSM Score, and Usage Data.
Connect HubSpot and Planhat to:
- Prevent churn
- Drive adoption
- Identify and capture upsell opportunities
- Automate workflows and communication
- Collaborate to improve Net Revenue Retention
Features
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The HubSpot Integration
Sync virtually any Planhat object with any HubSpot object, bidirectionally. This includes any fields and data types. Companies, Contacts, Deals, Notes, Tasks, Tickets, Custom Objects, and more. Our integration lets you filter data in both directions - fetching from, and sending to, HubSpot. You can configure multiple filtered sections.
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Become Customer Centered
Syncing HubSpot and Planhat lets you leverage data for maximal insight and action. Filter your customers on any fields, to engage intelligently and proactively. Your consolidated and filtered data then flows into all of your analytics and processes. When syncing that same data back to HubSpot, both platforms are updated in real time.
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Connect the dots, at scale
Without automation, people get bogged down in the repetitive and boring. Planhat Automations is a no-code way of building everything from simple triggers & Slack alerts to custom bots & integrations.
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Make things happen!
When a deal is closed in HubSpot, Planhat can automatically activate and assign a Workflow for handover, or onboarding, letting everyone in your organisation collaborate for the best customer experience. Build connected journeys that combine conventional task management with data-driven conditional sequencing.
Tell stories - with data
Use our Presentations layer for the simplicity and storylining ability of slides, the analytics power of a BI tool - all sharable with customers via the Portal.
App Functionality
Shared Data
Companies | ||
End Users | ||
Licenses | ||
Notes | ||
Opportunities | ||
Tasks | ||
Tickets |
Reviews
- Oct 21, 2025
Lyon, A.
- Dec 12, 2024
HubSpot line items in deals cannot integrate with Planhat architecture
Unfortunately, Planahat architecture is not built to integrate with a deal with multiple line items. Planhat Opportunities, Licenses and Sales items are singular records. So we cannot currently integrate a sale with multiple items (eg a subscription, some add-ons and some product training) 1:1. We would need the sales person to create a separate deal for each item sold.
The integration UI in Planhat is low code and easy to use. The integration of the company records, end users and activities works well.
Planhat architecture cannot handle deals with multiple line items. Logged emails to customer accounts cannot be integrated either.
Page, Z.
Pricing
From Start-up to Enterprise
$20,000
/yearPlanhat is priced to fit your company size.
Contact us for different packaging and pricing details.From Start-up to Enterprise
$20,000
/yearPlanhat is priced to fit your company size.
Contact us for different packaging and pricing details.* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
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