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Integrations
Getting data in and out of Vitally
Integrations Overview
The significance of 'external ID'Accurately tie customer data from one tool with another.
SegmentSync your Segment groups, users, and product events to Vitally in real time with our Segment integration
MixpanelSync your Mixpanel users and tracks to Vitally with our Mixpanel integration
SalesforceSync your Salesforce accounts, contacts, notes, tasks, and custom objects to Vitally in real time with our Salesforce integration
AmplitudeSync your Amplitude users and tracks to Vitally with our Amplitude integration
StripeSync your Stripe customers and their revenue data to Vitally in real time with our Stripe integration
HubSpotImport & Sync your HubSpot Organizations, Accounts, Contacts into Vitally with our HubSpot integration
CSV UploadImport Organization, Account, User, and NPS data via CSV Upload
ChargebeeSync your Chargebee customers and their revenue data to Vitally in real time with our Chargebee integration
JiraBi-directionally sync your Jira Issues as Custom Objects to seamlessly manage and track issues between Vitally and Jira.
ZendeskSync your Zendesk organizations, end users, and tickets to Vitally with our Zendesk integration
IntercomSync your Intercom companies, users, conversations, and product events to Vitally in real time with our Intercom integration
GmailSync your customer conversations to Vitally in real-time, and also start conversations from Vitally, with our Gmail integration
RecurlySync your Recurly customers and their revenue data to Vitally in real time with our Recurly integration
SendgridSend bulk emails to your users in Vitally with Sendgrid without preset limitations of your email client.
ClearbitEnrich your Vitally account profiles with dozens of extra traits provided by Clearbit
LookerEmbed Looker dashboards and graphs in a Vitally dashboard.
S3Connect Vitally to S3 to sync account and user data from CSV files in an S3 bucket.
OutlookSync your customer conversations to Vitally in real-time and also start conversations from Vitally, with our Outlook integration
RudderstackSync your Rudderstack groups, users, and product events to Vitally in real time with our Rudderstack integration.
Google Calendar (Meetings)Sync Google Calendar events to Vitally as an activity object.
GongSync call recordings, call briefs, and suggested next steps directly into Vitally.
PendoInstructions for syncing data into Vitally via Pendo
How Data-Out Integrations WorkAccess Vitally's unique customer insights in your other tools with our data-out integrations
Data Out: SegmentLearn how to configure Vitally to send data back to Segment for distribution to your other destinations.
Data Out: SalesforceVitally can push its unique customer insights back to your Salesforce records, as well as notes and tasks created in Vitally
Data Out: IntercomLearn how to configure Vitally to send its unique customer insights back to your Intercom companies
Data Out: HubspotVitally can push its unique customer insights back to your Hubspot companies.
Data Out: REST API
CSV ExportYour data is yours, so you can always export this data at any time!
SlackLearn to use the Slack integration to align your entire organization around customer information and keep your team focused on what matters.
ZapierIntegrate Vitally with over 1,000 apps using our Zapier integration
MailgunSend bulk emails to your users in Vitally with Mailgun without preset limitations of your email client.
Integrations Troubleshooting Guides
Configuring and debugging integrations with Vitally
User is associated with parent Account in HubSpot but is not associated in VitallyTroubleshooting steps to address why some User to Account associations from HubSpot do not sync to Vitally
Account is associated with Organization in HubSpot but is not associated in VitallyTroubleshooting steps for when an Account and its corresponding Organization are not linked in Vitally though they are associated in HubSpot
Account, Organization, or User exists in Salesforce but is not being created in VitallyTroubleshooting steps for when an Account, Organization, or User exists in Salesforce but is not being created in Vitally
"Analytics Not Initialized" error when editing Segment traits in Vitally
New Salesforce Field Doesn't Appear on the Vitally Integration PageNewly created Salesforce fields (traits) may not appear immediately on Vitally's Salesforce Integration page.