Vitally Support

Access Vitally's unique customer insights in your other tools with our data-out integrations

How Data-Out Integrations Work

Learn how to configure Vitally to send data back to Segment for distribution to your other destinations.

Data Out: Segment

Vitally can push its unique customer insights back to your Salesforce records, as well as notes and tasks created in Vitally

Data Out: Salesforce

Learn how to configure Vitally to send its unique customer insights back to your Intercom companies

Data Out: Intercom

Vitally can push its unique customer insights back to your Hubspot companies.

Data Out: Hubspot

Data Out: REST API

Your data is yours, so you can always export this data at any time!

CSV Export

Laura Bedoya

Getting data out of Vitally

A guide on why you may not be receiving a CSV export

Not Receiving CSV Export

Find guides on commonly asked issues with getting data out of Vitally.

Getting Data out of Vitally Troubleshooting Guides

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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