This integration allows Planhat to receive user-level events (clicks, page views) and company-level events from Segment in real-time, enriching data warehouses with time-series metrics. It also supports sending static CRM data from Planhat to Segment for forwarding. The connection involves Identify and Track calls for user events, and Group calls for company events. Planhat syncs data to Segment approximately every 8 hours, with manual sync options available. Authorized Planhat users can configure the connection via the Integrate tab, requiring appropriate Segment access permissions.

Features & Benefits

• Real-time Event Ingestion: Receives user and company-level events from Segment as time-series Metrics.
• CRM Data Synchronization: Pushes CRM data from Planhat to Segment's data warehouse.
• Automated and Manual Syncs: Data syncs automatically every 8 hours, with the option for manual overrides.
• Seamless Configuration: Easy connection setup for authorized Planhat users via the Integrate tab.