New integration: Cultivate customer success with Vitally

Hannah Herman
Hannah Herman / May 4, 2020
Vitally home page

Vitally is a customer success platform for high-growth, B2B software teams. With Vitally, you can empower your customer success team through powerful analytics and engagement tools—as well as create, grow, and retain more customers than ever.

And now Vitally connects with Zapier, making it easier than ever to automate your customer success. Connect Vitally with 2,000+ other apps, such as Slack, Google Sheets, and Gong. Zapier can automatically trigger workflows in other apps whenever there's a new customer, active indicator, NPS response, task, or note in Vitally. Or you can create a note, message, task, track, or NPS response in Vitally—as well as update customer and user traits—whenever trigger events happen in the other apps you use most.

How to Automate Vitally with Zapier

  1. Sign up for a Vitally account, and make sure you have a Zapier account.

  2. Try some pre-made Vitally integrations, and learn more about how Vitally works with Zapier.

  3. Or log in and build a custom workflow with Vitally and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Vitally with Zapier.

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Hannah Herman

About the Author

Hannah Herman is a tech writer and native New Yorker. She’s written extensively on automation, digital innovation, and the ethics of AI. When she’s not writing, she’s probably reading; her favorite book is Anna Karenina.