Connect and Integrate
Vitally with Rocketlane
Connect Vitally to Rocketlane and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Vitally and Rocketlane
Select a trigger in Vitally
Choose an event in Vitally like “New event in Vitally,” to set off your automation.
Automate an Action in Rocketlane
Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.
Customize the Workflow
Build your Vitally - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Connect Vitally and Rocketlane
to Automate these Workflows
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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.
Learn more
About Rocketlane
Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
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