Planhat integrationMake and receive phone calls from Planhat, log interactions and let your customer success team focus on your customers.
Call your valued clients directly within Planhat using the Aircall integration. Set up is easy and can be completed in just a few minutes. Consolidate and organize your caller history, log all new calls, and take notes on every interaction. Your favorite Customer Success tool is now more versatile than ever.
Improve your Customer Success workflow by automatically logging all your call activities into Planhat. Keep track of every onboarding task, phone call, note, email, and support ticket in one organized place. Every phone interaction is immediately associated with a corresponding contact and company.
For greater personalization, access the Planhat Customer 360 view while on a call to get a complete customer history and deliver the best call experience possible.