Connect and Integrate
Vitally with Insightly
Connect Vitally to Insightly and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Vitally and Insightly
Select a trigger in Vitally
Choose an event in Vitally like “New event in Vitally,” to set off your automation.
Automate an Action in Insightly
Connect your Insightly account and select an action like “Take action in Insightly” to make your work flow.
Customize the Workflow
Build your Vitally - Insightly automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Here's Some Easy Vitally Automations
and Insightly Automations to Try!
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About Vitally
Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.
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About Insightly
Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.
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