Vitally Support

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

Laura Bedoya

Ethan Patrick

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

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Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Pushing Data to Vitally

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