AFI AFI

Planhat CRM

Estimated reading: 2 minutes Updated July 31, 2026

Overview

AFI pushes customer records and activity into Planhat, the customer-success platform, from WordPress events. Capture onboarding form submissions, support requests, and renewal forms directly into your customer health view.

Supported actions

  • Create / Update End User
  • Create / Update Company
  • Log Activity

Authentication

  1. Log in to Planhat.
  2. Open your profile menu > Personal Access Tokens.
  3. Generate a new token with appropriate scopes (companies, end users, activities) and copy it.
  4. In AFI go to Settings > Planhat CRM and paste the token and your Planhat tenant ID.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick Planhat CRM as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto Planhat CRM’s fields. Email is required for end users; company name + (optional) external ID for companies.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Company match: Planhat matches companies by name or external ID — pick one approach consistently.
  • Custom fields must be created in Planhat first and use the API key (lowercase, no spaces).
  • Activity types: Planhat predefines some activity types (meeting, email, etc.) and supports custom ones — pick a stable type so dashboards group correctly.

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