Planhat Connector
Integrate Planhat with spreadsheets, data warehouses, or BI tools to build up a reliable reporting system for efficient decision-making. Get an all-in-one solution to gather, transform, understand and automate your Planhat data without any hassle.
Analyze your Planhat data easier
Collect data on a scheduled basis and blend it with information exported from other applications.
Manage and create new columns, apply filters, and perform other data transformations before loading it into the destination.
Get analysis-ready data with Coupler.io and build dashboards using Looker Studio or other BI tools in minutes.
Schedule the refresh of your Planhat data and build triggered automation sequences using incoming and outgoing webhooks.
Integrate Planhat with these destinations
What data you can export from Planhat?
-
AssetsThis entity represents the products or services a customer has purchased or is subscribed to. It provides a detailed view of a customer's usage and contract details.
-
ChurnsThis entity represents a record of customers who have canceled their subscription or stopped using your product. It contains data on the churn reason and date.
-
CompaniesThis entity represents the core customer or client accounts. It holds key information about the organization, such as its health score and custom properties.
-
ConversationsThis entity represents all communication with a customer, including emails, meeting notes, and internal comments. It provides a comprehensive timeline of all interactions.
-
Custom fieldsThis entity represents the custom data fields that you've created to capture unique information on companies, users, or other records.
-
End usersThis entity represents the individual users of your product, who are associated with a specific company.
-
InvoicesThis entity represents the billing documents sent to customers. It includes details such as the invoice number, date, and amount due.
-
IssuesThis entity represents problems or challenges that a customer is experiencing. It helps to track and resolve customer pain points.
-
LicensesThis entity represents the licenses or seats a customer has for your product, which are used to manage their usage and billing.
-
NpsThis entity represents the results of Net Promoter Score (NPS) surveys, providing a metric for customer loyalty and satisfaction.
-
WorkflowsThis entity represents the automated processes and playbooks that are triggered by specific events or conditions, helping to automate customer success activities.
-
OpportunitiesThis entity represents a potential sales or upsell opportunity with an existing customer.
-
ObjectivesThis entity represents the specific goals or targets that have been set for a customer account, such as increasing adoption of a feature or renewing a contract.
-
SalesThis entity represents sales-related data, such as a customer's sales history and account value.
-
TasksThis entity represents individual to-do items or action steps that need to be completed for a customer or project.
-
TicketsThis entity represents support tickets or customer requests that have been submitted to your help desk.
-
UsersThis entity represents your team members who use the Planhat platform.
... and many more
Coupler.io made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing.
Take your reporting to the next level
Sign Up with Google
Sign Up with MICROSOFT
SIGN UP WITH EMAIL
By signing up to Coupler.io, you agree to our Privacy Policy and Terms of Use.
Use Coupler.io dashboards templates
Coupler.io offers a range of ready-to-use interactive dashboard templates designed to streamline your reporting and analytics. Explore our template gallery and connect your Planhat to start using the plug-and-play dashboard right away.
Multi-channel ad creatives performance dashboard
PPC multi-channel dashboard
All-in-one marketing dashboard
Facebook Ads dashboard
All-in-one social media analytics dashboard
All-in-one social media dashboard
Web analytics dashboard
Flex Hard: Your PPC 2025 Wrapped
All-in-one social media analytics dashboard
Multi-channel creatives performance dashboard
All-in-one marketing dashboard
All-in-one marketing dashboard
PPC multi-channel dashboard
QuickBooks revenue dashboard
Billing dashboard for Xero
Xero financial dashboard
Xero financial dashboard
Xero financial dashboard
Revenue dashboard for Xero
Revenue dashboard for Xero
Revenue dashboard for Xero
Accounts receivable dashboard for Xero
Accounts receivable dashboard for Xero
Accounts payable dashboard for Xero
Accounts payable dashboard for Xero
Google Ads dashboard
Google Analytics PPC dashboard
Google Analytics PPC dashboard
PPC monthly budget by campaign group - dashboard
PPC monthly budget dashboard
LinkedIn company page performance dashboard
TikTok analytics dashboard
TikTok analytics dashboard
Web analytics dashboard
Google Analytics dashboard for multiple properties
X (Twitter) Ads dashboard
Bing Ads dashboard
Facebook Ads dashboard
Facebook Ads dashboard
Instagram business dashboard
Instagram business dashboard
Brand awareness general dashboard
Facebook Ads & Brand awareness dashboard
Shopify marketing funnel dashboard
Shopify marketing funnel analytics
QuickBooks financial dashboard
QuickBooks financial dashboard
Quickbooks financial dashboard
Accounts receivable dashboard for QuickBooks
Accounts receivable dashboard for QuickBooks
Accounts payable dashboard for QuickBooks
Accounts payable dashboard for QuickBooks
QuickBooks revenue dashboard
QuickBooks revenue dashboard
QuickBooks revenue dashboard
Google Ads leads dashboard
Google Search Ads performance tracker + editor
Google Ads creatives dashboard
Quality score analytics dashboard for Google Ads
Google Ads dashboard
Keyword performance dashboard for Google Ads
Google Ads monthly dashboard
Branded organic search vs. paid campaign performance dashboard for Google
PPC multi-channel dashboard
Multi-channel creatives performance dashboard
AI traffic vs Organic traffic dashboard
Advertising budget forecast dashboard
PPC multi-channel dashboard with budget
Top search query performance dashboard
GA4 key event insights dashboard
AI traffic analytics dashboard
AI traffic analytics dashboard
Referral traffic performance dashboard
Landing page performance dashboard
Landing page performance dashboard
SEO dashboard for Google Search Console
SEO dashboard for Google Search Console
SEO dashboard for Google Search Console
Technical SEO dashboard
Technical SEO dashboard
Google News dashboard
News Outlets dashboard
Search types and appearance from Google Search Console
Global SEO performance dashboard
Customer acquisition dashboard for Pipedrive
Customer acquisition dashboard for Pipedrive
Sales KPI dashboard for Pipedrive
CRM dashboard for Pipedrive
CRM dashboard for Pipedrive
CRM dashboard for Pipedrive
Google Ads and Meta Ads campaign performance dashboard
PPC multi-channel dashboard
Apple Search Ads dashboard
TikTok Ads dashboard
Snapchat Ads dashboard
Quora Ads dashboard
Google Ads dashboard
Google Ads dashboard
Facebook Ads performance for mobile apps dashboard
Facebook Ads ecommerce performance dashboard
Facebook Ads leads breakdown dashboard
Facebook Ads leads breakdown dashboard
Facebook Ads purchases breakdown dashboard
Facebook Ads dashboard
Meta Ads creatives dashboard
Facebook page insights dashboard
Meta Ads monthly dashboard
SEO dashboard for Google Search Console
Shopify sales funnel dashboard
Shopify store traffic dashboard
Shopify store traffic dashboard
Shopify inventory dashboard
Shopify orders dashboard
Shopify orders dashboard
Shopify orders dashboard
Shopify orders dashboard
Marketing and sales performance dashboard for HubSpot
HubSpot marketing performance dashboard
Customer acquisition dashboard for HubSpot
Sales KPI dashboard for HubSpot
CRM dashboard for HubSpot
Salesforce CRM dashboard
CRM dashboard for Salesforce
Salesforce dashboard
Sales team performance dashboard for Salesforce
Salesforce Win Loss analysis dashboard
Sales team performance dashboard for Salesforce
Salesforce sales analytics dashboard
Stripe revenue growth dashboard
Stripe revenue growth dashboard
Mailchimp email campaign performance dashboard for Shopify store
Email marketing analytics dashboard for Mailchimp
Mailchimp analytics dashboard
Klaviyo analytics dashboard
Email marketing analytics dashboard for Klaviyo
Klaviyo email campaign performance dashboard for Shopify store
Brand awareness dashboard
Time tracking dashboard for Harvest
Time tracking dashboard for Harvest
Time tracking dashboard for Clockify
Time tracking dashboard for Clockify
GoHighLevel customer acquisition dashboard
GoHighLevel sales KPI dashboard
WooCommerce Orders dashboard
WooCommerce marketing funnel
Intercom dashboard
Google Business Profile dashboard
Google Calendar dashboard
Google Calendar availability & meeting hours dashboard
Google Calendar team meeting dashboard
Calendly event dashboard
LinkedIn Ads leads dashboard
LinkedIn Ads companies reach dashboard
LinkedIn Ads creatives dashboard
LinkedIn page and ads analytics dashboard
LinkedIn Ads dashboard
LinkedIn Ads dashboard
LinkedIn Ads dashboard
LinkedIn Ads dashboard
LinkedIn Ads monthly dashboard
Website traffic from YouTube - performance analysis dashboard
Website traffic from YouTube - performance analysis dashboard
YouTube KPIs dashboard
YouTube dashboard
Web analytics dashboard in Tableau
PPC multi-channel dashboard in Tableau
Web analytics dashboard
No such template is available yet.
No worries. Our team will create a template that fits your needs, just tell us more
about your case. It doesn't cost you a penny 😉
Request a custom report
about your case. It doesn't cost you a penny 😉
Connect your favorite apps and get data in minutes
Frequently asked questions
Coupler.io seamlessly integrates your Planhat data with available destinations, helping you save over 60% of time in obtaining analysis-ready data. No more manual work to retrieve data. Additionally, you can automate your reporting completely by scheduling data exports.
Using Coupler.io's intuitive interface, it will take you approximately 5 minutes. You don't need a technical background as the process is straightforward and doesn't require coding skills.
You are welcome to try Coupler.io for free to see it in action. After the 7-day trial, you can select one of our pricing plans to maintain your automated reporting. Rest assured, we have a plan for everyone!
