Vitally - Realm Docs

Connect Vitally to Realm to make customer accounts, notes, tasks, meetings, and meeting transcripts searchable. Navigate to Settings > Data sources and click Connect on Vitally, or click Reconnect if already connected.

Connecting Vitally

Connect Vitally using an API key. On the data source page, enter:

API key
Subdomain - Your Vitally subdomain
Region - US or EU

What gets synced

Content	Synced
Accounts (with health scores, MRR, NPS, custom traits)	Yes
Notes	Yes
Tasks	Yes
Conversations (metadata only, not message bodies)	Yes
Meetings	Yes
Meeting transcripts	Yes

Permissions

All synced Vitally data is visible to all Realm users.