Access Planhat Customer Data in Your Team Inbox

View, create, and update key customer and business information in your Planhat CRM, directly from Helpwise. Better context for your agents, superior service for your customers. Win-win!

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Free
Starter plan start at $23/month
Developed by
Helpwise
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Description

Connecting your Planhat and Helpwise accounts helps you easily track real-time customer insights, key account info, and subscription data. You can view, create, and update customer and company details directly from Helpwise.

Things you can do with the Helpwise-Planhat integration:

Access real-time customer insights
Get a 360° view of account details and subscription data
View, create, and update customer and company information
Quickly redirect to your Planhat account

Help Agents work faster

Two-way Helpwise-Planhat sync eliminates double data entry. You update customer and company information once, and it’s available on both platforms.

Get, set, go in seconds

Connecting Planhat to Helpwise takes less than 30 seconds! Just click on “Connect Planhat,” add your Planhat email and API token, and you are all set.

Have more customer context

Show relevant information from Planhat like contact, subscription, and company data directly in Helpwise, so your agents have full context when they’re helping customers.

Trusted by over 5000+ users

Abraham C

Social Media Manager

Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.

Angie N

Web Designer

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.