Vitally + Salesforce Integration for Customer Success
Enable your Customer Success team to work more efficiently with Vitally’s Salesforce integration. Our integration lets you bidirectionally sync your Salesforce accounts, contacts, notes, tasks, and custom objects to Vitally in real-time.
Key Features
Vitally’s Salesforce integration can sync the following data between Salesforce and Vitally:
Accounts
Bi-directionally sync and/or import Salesforce Accounts into Vitally. You can whitelist the Salesforce fields to add to your Vitally account profiles, make changes to those fields in Vitally, and push Vitally's customer analytics back to your Salesforce records.
Contacts
Bi-directionally sync and/or import Salesforce contacts into Vitally as Vitally Users.
Custom Objects & Opportunities
Bi-directionally sync any Custom Object from Salesforce into Vitally and even create new objects directly in Vitally. Opportunities are treated as Custom Objects and are supported on the same full read/write/create basis.
Notes & Tasks
Sync your Salesforce notes/tasks into Vitally and push Vitally notes/tasks back to Salesforce.
Salesforce
Integration Benefits
Centralized Hub
Vitally’s growing suite of plug-and-play integrations can be used to unify your disparate customer datasets into Vitally.
Bidirectional Data Sync
Pull and push data between Vitally and Salesforce to get an up-to-date view of your customers and all of their actions.
Team Alignment
Enable all of your teams — Sales, CS, Marketing, etc. — to better collaborate and with less context switching.
We will auto-clean up Vitally records based on data deletions in Salesforce. That is, if an object in Salesforce is deleted, it triggers some cleanup of the linked record in Vitally.
Only some data is deleted in Salesforce depending on the record:
- For Notes and Tasks - if they originated in Vitally, they will be deleted from Salesforce.
- For Custom Objects - if they originated in Salesforce, the record won't be deleted from Salesforce. However, it will be permanently deleted from Vitally and will not re-sync, even if the record remains in Salesforce.
No, conversations are not included in our Salesforce integration.
To view traits from a custom object such as Opportunities in Salesforce at the Account level, you will need to create a lookup relationship mapping and a workflow to trigger this as per the instructions here.
Trait data becomes stale in Vitally, but traits will not be deleted. They will still appear in Table Views, Account 360s, etc. Custom Objects are archived, but not permanently deleted! They will not appear in Table Views or Account 360s. If you decide to re-enable the Salesforce integration in the future and sync the same Custom Objects, all the records will reappear in Vitally.
Ready to Scale Your Customer Success?
