INTEGRATION

Pendo + Planhat

What is it?

Planhat’s native Pendo integration allows users to sync Pendo features and Pendo Pipelines to Planhat as either user activities or custom metrics. This Pendo data can then be transformed in Planhat to understand customer behavior and proactively engage through the customer lifecycle.

Who is it for?

  • Any Planhat + Pendo customer who wants to understand how product usage impacts the customer lifecycle can leverage this integration

Why is it awesome?

  • See product usage data in the context of all other data you hold on your customers to answer key questions such as: Is your Onboarding process leading to high adoption? Do EBRs lead to improved product usage? Is your training effective?
  • Use Pendo data to drive your customer lifecycle forward, by using product data to proactively address potential problems before they arise.

What's possible with Pendo + Planhat

Proactively engage with disengaged users by using Pendo data to trigger workflows and actions when usage declines

Engage with expansion opportunities by using Pendo to create opportunities and kick off related workflows when product usage signals are met

Create balanced customer healthscores using Pendo data alongside other data types: Invoices, tickets, revenue, forecasts, CSM sentiment and more

Provide a holistic overview of portfolio- and customer-level behavior by building dashboards with Pendo product usage alongside other time-series data

要件

  • This is a partner-built integration. Please reach out to Planhat with specific questions.
  • Setup requires admin access to Pendo and Planhat.
  • Pendo API access required to connect.

INTEGRATION

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