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Planhat Integration
Turn every Fathom call into risk, health, and expansion signals in Planhat, automatically.
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Overview
The Planhat integration syncs each Fathom meeting into Planhat within moments with the summary, action items, transcript and recording link, all tied to the right Company and contacts. This data provides near-instant visibility into what was said on every customer call, with a complete 360-degree customer view that any functional team can act on. More importantly, this conversation data automatically feeds Planhat's agents, including Pi, so agents can automatically flag risk and expansion signals, create follow up tasks from action items, update health scores, and draft or take next steps with or without a human in the loop.
Popular Use Cases
- Call insights sit alongside usage, health, and customer data in one view, so every team has complete context, driving better retention and expansion.
- Agents turn call data into action by flagging risk, creating follow up tasks, and triggering automated engagement.
- Near-instant integration requiring zero admin so teams can focus on engagement with customers.
How to integrate with Fathom
