Data Out: Salesforce
Vitally can push its unique customer insights back to your Salesforce records, as well as notes and tasks created in Vitally
Last updated
Vitally can push its unique customer insights back to your Salesforce records, as well as notes and tasks created in Vitally
Last updated
Vitally's powerful Salesforce integration gives you an array of options for pushing Vitally's data back into Salesforce, including specific account fields (like health scores, active indicators, revenue, and much more), tasks, and notes. Read to learn more!