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 |