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
6sense Integration OG Image
How Beton works

Automate 6sense Intent-Based Workflows

6sense 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
Catalyst Integration OG Image
How Beton works

Trigger Catalyst Playbooks from External Signals

Catalyst is your CS automation engine, but it needs triggers. Beton connects external systems to Catalyst so you can launch playbooks based on invoice failures, support escalations, or usage drops.
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
Mailshake Integration OG Image
How Beton works

Boost Mailshake Results with Enrichment

Mailshake 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
Kaspr Integration OG Image
How Beton works

Scale LinkedIn Prospecting with Kaspr

Kaspr finds emails and phone numbers from LinkedIn profiles. Beton orchestrates bulk prospecting, turning Sales Navigator searches into enriched CRM leads without manual work.
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
Instantly Integration OG Image
How Beton works

Scale Instantly Safely with Verified Data

Instantly 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
Clearbit Integration OG Image
How Clearbit works with Beton

Lead enrichment with Clearbit using Beton

Clearbit is great at turning anonymous signups into rich profiles—but wiring it directly into every form and tool quickly creates duplicated logic and hard‑to‑debug automations. Beton centralises Clearbit usage so you can define enrichment once and reuse it everywhere.
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
Amplitude Integration OG Image
How Beton works

Turn Amplitude Insights into Revenue

Amplitude shows you *how* users behave, but that data rarely reaches the sales team in time. Beton watches your Amplitude cohorts and automatically syncs high-value segments to your CRM for immediate action.
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
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
OneSignal Integration OG Image
How Beton works

Trigger OneSignal Pushes from CRM Events

Marketing automation shouldn't stop at email. Beton connects OneSignal to your CRM and data warehouse, allowing you to trigger personalized mobile and web pushes based on real-time customer data and sales milestones.
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
DeBounce Integration OG Image
How Beton works

Inline Email Validation with DeBounce

DeBounce ensures your email lists are clean. Beton embeds DeBounce verification into every data pipeline, catching typos, disposable emails, and invalid addresses before they cause bounce spikes.
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
Skrapp Integration OG Image
How Beton works

Find Emails at Scale with Skrapp

Skrapp finds professional email addresses from LinkedIn profiles. Beton orchestrates bulk enrichment, turning lists of names and companies into outreach-ready contacts.
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
Autoklose Integration OG Image
How Beton works

Power Autoklose with Clean, Enriched Data

Autoklose is your cold email platform, but it needs quality data. Beton pipes in enriched and verified leads from forms, scrapers, or your CRM, ensuring every campaign targets real prospects.
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