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): @getbeton
LinkedIn: Company page
LinkedIn: Vlad Nadymov , founder
Open source lead enrichment tool: Beton
All Beton's integrations
Talk to founder
SEO middleware by ostr.io
Saleshandy Integration OG Image
How Beton works

Connect Saleshandy to Your CRM

Saleshandy 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
Salesflare Integration OG Image
How Beton works

Auto-Enrich Salesflare Contacts

Salesflare tracks email opens and visits, but it needs enrichment for better context. Beton automatically fills missing contact and company data for every Salesflare record.
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
HubSpot Integration OG Image
How Beton works

Supercharge HubSpot with External Data

HubSpot is your CRM, but it needs fresh data. Beton pipes in enriched contact info, product usage data, and intent signals so your HubSpot records are always current.
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
Yesware Integration OG Image
How Beton works

Sync Yesware Engagement to CRM

Yesware 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
Seamless.AI Integration OG Image
How Beton works

Automate Seamless.AI Contact Finding

Seamless.AI 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
Drift Integration OG Image
How Beton works

Route Drift Conversations to Sales Instantly

Drift captures high-intent conversations, but those chats need to become CRM leads fast. Beton syncs Drift conversations to Salesforce with full transcripts and enriched contact data.
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
Dropcontact Integration OG Image
How Beton works

Enrich Contacts with Dropcontact Data

Dropcontact specializes in European email finding and enrichment. Beton integrates it into your data flows, making European prospecting seamless.
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
Attio Integration OG Image
How Beton works

Supercharge Attio with Automated Data Pipelines

Attio is the flexible CRM for modern builders. Beton ensures it's always stocked with fresh, accurate data by automating the flow from your forms, scrapers, and enrichment tools directly into Attio objects.
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
Customer.io Integration OG Image
How Beton works

Bi-Directional Sync for Customer.io

Customer.io excels at behavioral email, but only if it has access to the full customer story. Beton ensures that every CRM update, product event, and support interaction instantly updates the Customer.io user profile.
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
LeadForensics Integration OG Image
How Beton works

Turn LeadForensics Visitors into Outbound Campaigns

LeadForensics de-anonymizes website traffic, showing you which companies are interested. Beton turns that insight into action by enriching companies and launching targeted outbound campaigns.
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
Pivozavr Integration OG Image
How Pivozavr works with Beton

Lead enrichment with Pivozavr using Beton

Pivozavr is a niche B2B email database with strong coverage in Central and Eastern Europe. Beton turns it into a reusable enrichment step you can use 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
Freshsales Integration OG Image
How Beton works

Enrich Freshsales with External Data

Freshsales 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