Vitally
We Make Scaled CS Possible
About Vitally
Vitally’s integration with Gong transforms how Customer Success teams operate by importing call recordings, call briefs, and suggested next steps directly into Vitally.
This seamless integration empowers your entire organization by making Gong’s valuable insights readily available alongside vital business and product usage data in Vitally.
This unified view deepens your understanding of each customer, enabling more informed decisions and efficient follow-ups. Plus, with the ability to convert Gong’s next steps into actionable Vitally tasks, your team can stay organized and proactive, driving success and customer satisfaction to new heights.
Benefits
Consolidate Key Customer Information
Link Gong recordings with the rest of your account and business data in Vitally to create a comprehensive, 360-degree view of your customer and their activities.
Streamline Meeting Updates
Provide concise summaries and records of your customer meetings in Vitally by automatically pulling in Call Briefs, Next Steps, and recording links from Gong.
Simplify Information Recall and Accountability
Easily recall important information, take notes, and stay on top of next steps. Once the integration is set up, Gong’s suggested Next Steps will appear within Vitally, with the option to convert them into Vitally Tasks.
How to Connect
Be workspace admin in Vitally and follow integration setup via OAuth into Gong
Be tech admin in Gong with the ability to configure an automation rule pointing call analytic webhooks to Vitally's integration endpoint
FAQ
If I delete a Meeting with a Gong call, what happens to the tasks I created?
You’ll be given the option to retain or delete any tasks that are related to this Meeting.