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.

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.

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.

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.