Sync: Conversations, Notes & Tasks
The conversations you have with Users, tasks you manage for Accounts, and notes you take to summarize your work are all important pieces of data when it comes to understanding your customers. Allow Vitally to import existing conversations, notes, and tasks to view and manage these interactions all in one place!
Conversations are most commonly synced through the following integrations:
Notes and Tasks are most commonly synced through the following integrations:
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