Vitally Support

Integrations Overview

Accurately tie customer data from one tool with another.

The significance of 'external ID'

Understand how customers use your product and turn that insight into smarter CS strategies

Product Events in Vitally: Timestamped Events vs. Aggregate Traits

Amelia Losciale

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Laura Bedoya

Integrations

Sync Outlook Calendar events to Vitally as an activity object.

Outlook Calendar (Meetings)

Sync your Segment groups, users, and product events to Vitally in real time with our Segment integration

Segment

Sync your Mixpanel users and tracks to Vitally with our Mixpanel integration

Mixpanel

Sync your Salesforce accounts, contacts, notes, tasks, and custom objects to Vitally in real time with our Salesforce integration

Salesforce

Sync your Amplitude users and tracks to Vitally with our Amplitude integration

Amplitude

Sync your Stripe customers and their revenue data to Vitally in real time with our Stripe integration

Stripe

Import & Sync your HubSpot Organizations, Accounts, Contacts into Vitally with our HubSpot integration

HubSpot

Import Organization, Account, User, and NPS data via CSV Upload

CSV Upload

Sync your Chargebee customers and their revenue data to Vitally in real time with our Chargebee integration

Chargebee

Bi-directionally sync your Jira Issues as Custom Objects to seamlessly manage and track issues between Vitally and Jira.

Jira

Sync your Zendesk organizations, end users, and tickets to Vitally with our Zendesk integration

Zendesk

Sync your Intercom companies, users, conversations, and product events to Vitally in real time with our Intercom integration

Intercom (Fin)

Sync your customer conversations to Vitally in near real-time, and also start conversations from Vitally, with our Gmail integration

Gmail

Sync your Recurly customers and their revenue data to Vitally in real time with our Recurly integration

Recurly

Send bulk emails to your users in Vitally with Sendgrid without preset limitations of your email client.

Sendgrid

Enrich your Vitally account profiles with dozens of extra traits provided by Clearbit

Clearbit

Embed Looker dashboards and graphs in a Vitally dashboard.

Looker

Connect Vitally to S3 to sync account and user data from CSV files in an S3 bucket.

Sync your customer conversations to Vitally in near real-time and also start conversations from Vitally, with our Outlook integration

Outlook

Sync your Rudderstack groups, users, and product events to Vitally in real time with our Rudderstack integration.

Rudderstack

Sync Google Calendar events to Vitally as an activity object.

Google Calendar (Meetings)

Sync call recordings, call briefs, and suggested next steps directly into Vitally.

Gong

Instructions for syncing data into Vitally via Pendo

Pendo

Pushing Data to Vitally

Instructions for syncing data into Vitally via PostgreSQL

PostgreSQL

Instructions for setting up Redshift for synchronization of data into Vitally

Redshift

Instructions for syncing data into Vitally via Google BigQuery

BigQuery

Instructions for syncing data into Vitally via Snowflake

Snowflake

Instructions for syncing data into Vitally via MySQL

MySQL

Configuring how often to import data from your warehouse

Enabling Sync

Data Warehouses

Configuring which data to import from your warehouse

Syncing Accounts & Organizations

Syncing Users

Sync Custom Object types into Vitally from your BigQuery, MySQL, PostgreSQL, Redshift, or Snowflake warehouse tables

Syncing Custom Objects

Syncing NPS Responses

Syncing Events

Data Warehouses - Configuring Sync

Vitally.js is a small Javascript library that allows you to directly send us data about your users and their product usage.

Vitally's Javascript SDK (Vitally.js)

Learn how to authenticate with the Vitally Analytics API

Vitally's HTTPS Analytics API Authentication

Vitally's HTTPS Analytics API - Organization

Create/update your Accounts in Vitally using the /account API endpoint

Vitally's HTTPS Analytics API - Account

Create/update your Users in Vitally using the /user API endpoint

Vitally's HTTPS Analytics API - User

Track your account or users' product activity with the /track endpoint

Vitally's HTTPS Analytics API - Track

Vitally's HTTPS Analytics API - Batch

Unlink a user from an account using the /unlink API endpoint

Vitally's HTTPS Analytics API - Unlink

Some recommended best practices to follow when sending Vitally your customer data.

Vitally's HTTPS Analytics API Best Practices

Create or update your Custom Object Instances in Vitally using the /customobjectinstance API endpoint

Vitally's HTTPS Analytics API - Custom Object Instances

Vitally's APIs (Javascript SDK + server APIs) allow you to directly plug your customer data into Vitally.

Analytics API

REST API Overview

REST API: Organizations

REST API: Accounts

REST API: Users

REST API: Admins

REST API: Meetings

REST API: Conversations

REST API: Messages

REST API: Notes

REST API: Projects

REST API: Tasks

REST API: NPS Responses

REST API: Custom Traits

REST API: Project Templates

REST API: Custom Objects

REST API: Custom Surveys

This documentation will guide you through the process of creating new Custom Objects in bulk.

REST API: Bulk POST Requests through Postman

This documentation will guide you through the process of updating Notes in bulk.

REST API: Bulk PUT Requests through Postman

This documentation will guide you through the process of deleting Custom Object instances in bulk.

REST API: Bulk DELETE Requests through Postman

Sharon

REST API

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

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

Learn to use the Slack integration to align your entire organization around customer information and keep your team focused on what matters.

Slack

Integrate Vitally with over 1,000 apps using our Zapier integration

Zapier

Send bulk emails to your users in Vitally with Mailgun without preset limitations of your email client.

Mailgun

Other Integrations

Troubleshooting steps to address why some User to Account associations from HubSpot do not sync to Vitally

User is associated with parent Account in HubSpot but is not associated in Vitally

Troubleshooting steps for when an Account and its corresponding Organization are not linked in Vitally though they are associated in HubSpot

Account is associated with Organization in HubSpot but is not associated in Vitally

Troubleshooting steps for when an Account, Organization, or User exists in Salesforce but is not being created in Vitally

Account, Organization, or User exists in Salesforce but is not being created in Vitally

"Analytics Not Initialized" error when editing Segment traits in Vitally

Newly created Salesforce fields (traits) may not appear immediately on Vitally's Salesforce Integration page.

New Salesforce Field Doesn't Appear on the Vitally Integration Page

Manually resync Customer traits with Salesforce or HubSpot to update or push data instantly.

Resyncing Traits (properties) in Vitally

Issues with syncing event data from Snowflake to Vitally due to timestamp filtering, missing required fields, or duplicate account ID columns.

Data Warehouse Event Sync Issues in Vitally

How can I handle errors and configure the HubSpot Integration in Vitally?

What are the common troubleshooting steps for resolving issues with Vitally's trait updates and integrations?

Configuring and debugging integrations with Vitally

Integrations Troubleshooting Guides

No tickets or conversations found

Try selecting a different creation date range.

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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