Integration Updates
HubSpot: Bidirectional Key Role Sync
Vitally Key Roles can now be pushed to HubSpot!
On top of syncing CSM and AE assignments, you can now push any new custom Key Roles you create.
To get started, navigate to your Settings -> Key Roles -> and click ‘Edit’ or ‘New Key Role’. From this window, you’ll see a few options listed under ‘Sync Mode’ where you can choose the type of sync you want to occur. If you map your Key Role to a HubSpot Owner field (i.e., a field that points to a user) then Vitally will give you the option of HubSpot to Vitally Only, Bi-directional, or Vitally to HubSpot Only.
Tip: Use our Quick Jump ⌘ + j command to quickly pull up the Key Role settings.
REST API: Custom Object Support
We've added REST APIs for the following Custom Objects endpoints, allowing users to pull and access more data points from Vitally:
GET /customObjects/
GET /customObjects/:id
GET /customObjects/:id/instances
GET /customObjects/:id/instances/search
POST /customObjects/:id/instances
DELETE /customObjects/:id/instances/:id
PUT /customObjects/:id/instances/:id
Additional Updates
Organization Conversations Count
Changes over time in “Open Conversations Count” and “Total Conversations Count” at the Organization level can now be used in:
Filtering Table Views
Defining Organization health scores
Viewing Trends in a customer profile
Creating Trend Cards
Overall Improvements
We’ve made many enhancements to improve the functionality, user experience, and performance of the Vitally platform this month. If you have any questions, reach out to our team through the in-app chat!