Vitally + Slack Integration for Customer Success
Enable your Customer Success team to work more efficiently with Vitally’s Slack integration. The Vitally Slack integration helps you align your entire organization around your customers’ information and keep your team focused on what matters.
Key Features
Vitally’s Slack integration cuts through the noise, so your Customer Success team can focus on making customers successful instead of digging through piles of data.
Channel Alerts
Receive Vitally alerts in your Slack Channels making it easier than ever to keep your teams aligned and focused on your customers.
Personal Slack Alerts
Vitally’s Slack integration delivers alerts like risk indicators and tasks directly to your CSMs' Slack so they can stop thinking about what they might be missing and start focusing on the customer.
Easy Configuration
Vitally’s Slack integration is easy to configure. Just choose a channel or person, select your event (don’t worry, it’s a dropdown), and hit go.
Slack
Integration Benefits
Improve Retention
Deliver Vitally alerts and risks indicators directly to your CSM in Slack so they can proactively improve customer retention.
Save Time
Vitally’s Slack integration is easy to configure so you don’t waste time fiddling with settings and jumping between apps.
Team Alignment
Enable all of your teams — Sales, CS, Marketing, etc. — to better stay on top of your customer information.
General Activity:
- A new note is created
- A new task is created
- A task is marked complete
- A new project is created
- A project's status changes
- An Account is added to Vitally
- An Organization is added to Vitally
- A user responds to the NPS survey
- A user responds to a Custom survey
Indicator Activity:
- Any indicator becomes active at an account
- Any indicator is resolved at an account
- The {custom indicator} becomes active at an account
- The {custom indicator} is resolved at an account
Segment Activity:
- An Account enters or exits any segment
- An Organization enters or exits Segment
via Playbook Automation:
- A playbook automation assigns one or more Risk or Opportunity indicators
- A playbook automation designates you the CSM or Account Executive for one or more accounts
- A playbook automation assigns one or more tasks to you
via a Teammate:
- A teammate assigns a Risk or Opportunity Indicator to you
- A teammate designates you as a Key Role
- A teammate assigns a task to you
- A teammate @ mentions you in a task or note
Docs:
- A teammate @ mentions you in a doc
- A teammate @ mentions you in Comment
- A new comment on a Doc you follow
- A new comment thread resolved on Doc
- An external user first viewed Doc
- A comment thread was resolved on Doc
- A new teammate invited to Doc
Other:
- Suggested Tasks (when a call is available in Gong and shows in Vitally, a Slack notification will trigger if you have a new Meeting with suggested tasks to review)
The Zapier integration enables users to create highly customized notifications. With this integration, you can define granular rules for when and how notifications are sent, offering flexibility to meet specific needs.
Ready to Scale Your Customer Success?
