Vitally + Zapier Integration for Customer Success
Enable your team to work more efficiently and easily integrate over 1,000 apps with Vitally using our Zapier integration.
Key Features
At Vitally, we are constantly growing the list of trigger events and actions we support for Zapier. We currently support the following:
Zapier Triggers
- Customer Created
- Organization Created
- Task Created
- Task Completed
- Note Created
- Project Created
- Project Status Changed
- Customer Entered Segment
- Customer Exited Segment
- New Active Indicator at Customer
- Indicator Instance No Longer Active
- NPS Response Created
- Custom Object Instance Created
- Custom Object Instance Updated
Zapier Actions
- Find an Organization
- Update Organization Trait
- Add Customer to Segment
- Find a Customer
- Update Customer Traits
- Find a UserUpdate User Traits
- List Custom Objects
- Get Custom Object
- Find a Custom Object Instance
- List Custom Object Instances
- Create a Custom Object Instance
- Update Custom Object Instance Traits
- Create a Task
- Find a Task
- Create a Note
- Find a Note
- Create NPS Response
- Create Message
- Create Track
- Find an Event
- Create Project from Template
- Update Project Status
- Find a Teammate
- Update Customer Traits
- Update Organization Trait
- Update User Trait
Zapier
Integration Benefits
Centralized Hub
Vitally’s growing suite of plug-and-play integrations can be used to unify your disparate customer datasets into Vitally.
Improved Retention
Deliver alerts and risks indicators directly to Vitally so that your CSMs have the full picture to improve customer retention.
Team Alignment
Enable all of your teams — Sales, CS, Marketing, etc. — to better stay aligned and on top of your customer information.
To enable the Zapier integration, navigate to Settings ->Integrations -> Zapier in your Account Settings (get there via Quick Jump). Once you click the switch in the top right, you'll be provided with an API key to use with Zapier.
Always ensure you have a Find a Customer in Vitally action step. It’s required to find the customer to associate your activity in the right place. Additionally, use ID and not External ID in that Find a Customer in Vitally step.
Within Zapier, Start by creating a Zap, then Choose the Vitally app and your desired event. You'll be prompted to connect your Vitally account, which you can do with the API key in the integration settings page.
Ready to Scale Your Customer Success?
