Google Sheets + Vitally

Track new Vitally segments by creating rows in Google Sheets

Track your Vitally customer segments with ease in Google Sheets. Once configured, this workflow responds every time a new customer enters a segment in Vitally, swiftly adding a new row of data to your selected Google Sheets spreadsheet. It's an efficient way to keep your data in sync and your team in the loop about crucial customer segment changes.

Track your Vitally customer segments with ease in Google Sheets. Once configured, this workflow responds every time a new customer enters a segment in Vitally, swiftly adding a new row of data to your selected Google Sheets spreadsheet. It's an efficient way to keep your data in sync and your team in the loop about crucial customer segment changes.

  1. When this happens...
    VitallyVitally
    Customer Entered Segment

    Triggers when a Customer first enters a Segment

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Vitally triggers, actions, and search

    Customer Created

    Triggers when a new Customer is created in Vitally

    Trigger
    Instant
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    • Custom ObjectRequired

    Trigger
    Scheduled
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    • Custom ObjectRequired

    Trigger
    Instant
    Try It
    • Playbook

    Trigger
    Instant
    Try It
  • Vitally triggers, actions, and search

    List Project Templates

    Lists all Project Templates

    Trigger
    Scheduled
    Try It
  • Vitally triggers, actions, and search

    List Custom Objects

    Lists all Custom Objects

    Trigger
    Scheduled
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    • Custom ObjectRequired

    Trigger
    Instant
    Try It
    • Indicator

    Trigger
    Instant
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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  • Google
  • Spreadsheets

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vitally logo
vitally logo

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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