Beton × Planhat

Sync Planhat Health Scores to Your CRM

Give sales reps visibility into customer health before they attempt an upsell or renewal.

Planhat tracks customer health scores and engagement, but that data is often invisible to sales. Beton syncs health metrics, NPS scores, and usage trends directly to Salesforce so Account Executives never blindside a customer.

Get started free Browse all Beton integrations
Open source Self-hostable Bring your own keys 100+ integrations

Stop Selling to Unhappy Customers

Sales reps attempt upsells without knowing the customer is churning. CSMs have visibility in Planhat, but that context doesn't reach the deal owner in time. Beton closes the gap by syncing health data in real-time.

Invisible Health Scores

Sales tries to expand an account that has a red health score in Planhat, leading to awkward calls.

Delayed Alerts

By the time CSMs escalate an at-risk account, the customer has already made the decision to churn.

Manual Reporting

Exporting Planhat reports to share with sales leadership wastes hours every week.

Why Connect Planhat to Beton

Beton makes customer success data actionable. By syncing Planhat health scores to Salesforce opportunities, you ensure that sales conversations are always informed and empathetic.

Beton is an open-source Clay.com alternative that orchestrates 100+ enrichment providers in one flow, including Planhat.

Instead of wiring Planhat directly into dozens of forms and scripts, you plug it into Beton once, define rules, fallbacks, and mapping, and send clean data into your CRM or warehouse.

Run Beton in the cloud or self-host it as a Docker container under MIT license, keep your Planhat usage compliant, and avoid vendor lock-in.

How Beton works

Connect once, orchestrate everywhere. Beton handles the wiring so GTM teams focus on targeting, not glue code.

1

Connect Planhat

Authenticate your Planhat account to Beton using a secure API connection.

2

Select Metrics

Choose which Planhat data to sync: Health Score, NPS, Usage Level, etc.

3

Map to CRM

Map Planhat fields to Salesforce Account or Opportunity custom fields.

4

Activate

Turn on the sync. Every Planhat update now flows to your CRM automatically.

Concrete ways GTM teams combine Beton and Planhat.

Health Score Sync

Automatically stamp every Salesforce Account with the latest Planhat health score. Reps see it before opening the deal.

Renewal Risk Alerts

When health drops below a threshold, Beton creates a Slack alert for the account manager to intervene.

Expansion Identification

Identify customers with high engagement and low churn risk. Route them to the upsell team automatically.

FAQ about Beton and Planhat

What data can I sync?
Sync health scores, NPS responses, usage metrics, and custom attributes from Planhat to CRM or Slack.
Is it real-time?
Yes. Beton can sync health score changes within seconds of an update in Planhat.
Does it work with Salesforce?
Yes, and also with HubSpot, Attio, and Pipedrive.
Can I trigger workflows?
Absolutely. Use health score changes to trigger Slack alerts or email workflows.
Who manages this?
Customer Success Operations teams typically set up the sync, enabling sales and CSMs to work in harmony.

Start enriching leads in minutes

Spin up Beton in the cloud or self-host it, connect Planhat, and start shipping enriched leads straight into your CRM.

Get started free View on GitHub
X (Twitter): @stochasticmacaw
LinkedIn: Company page
LinkedIn: Vlad Nadymov
Open source lead enrichment tool: Beton
Jotform Integration OG Image
How Beton works

Automate Jotform Lead Enrichment

Jotform makes form building easy, but submissions need work before they're sales-ready. Beton enriches, verifies, and routes Jotform data to your CRM automatically.
Young man with a mustache wearing a rust-colored button-up shirt standing on a balcony overlooking a city street.
Vlad Nadymov, founder of Beton
December 6, 2025
•
5 min read
Close Integration OG Image
How Beton works

Enrich Close CRM Automatically

Close is a salestech tool your team already relies on. Beton turns it into a reusable enrichment step you can reuse across inbound forms, outbound lists, and SDR research without building custom integrations.
Young man with a mustache wearing a rust-colored button-up shirt standing on a balcony overlooking a city street.
Vlad Nadymov, founder of Beton
December 6, 2025
•
5 min read
Chili Piper Integration OG Image
How Beton works

Optimize Chili Piper Routing with Enrichment

Chili Piper handles meeting routing, but routing logic needs good data. Beton enriches leads inline so Chili Piper can route based on actual company size, not just form fields.
Young man with a mustache wearing a rust-colored button-up shirt standing on a balcony overlooking a city street.
Vlad Nadymov, founder of Beton
December 6, 2025
•
5 min read
RingCentral Integration OG Image
How Beton works

Sync RingCentral Activity to Your CRM

RingCentral is your communication hub, but that data needs to live in your CRM. Beton syncs call logs, SMS messages, and meeting details to Salesforce so every touchpoint is tracked.
Young man with a mustache wearing a rust-colored button-up shirt standing on a balcony overlooking a city street.
Vlad Nadymov, founder of Beton
December 6, 2025
•
5 min read