Export Vitally to Google Sheets
Integrate Vitally to Google Sheets with Coupler.io for collaborative customer success analytics that unite your entire team around shared health data. Experience transparent account visibility while coordinating retention strategies to deliver structured health scores, engagement metrics, and task tracking in spreadsheets everyone can access.
What data you can export from Vitally?
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AccountsThis entity represents the customer accounts that you are managing in Vitally. It contains key information such as account-level health scores, metrics, and custom properties.
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AdminsThis entity represents your team members who are users of the Vitally platform.
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ConversationsThis entity represents the communication history with your customers, which can include emails and other messages synchronized from different platforms.
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NotesThis entity represents internal notes or comments added by your team members on customer accounts or users.
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TasksThis entity represents the to-do items or action steps assigned to your team members related to customer management.
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UsersThis entity represents the end-users of your product or service who are associated with the accounts in Vitally.
All-in-one tool for Vitally data exports and analytics
Combine Vitally's customer health metrics with financial data from your billing platform or usage statistics from product analytics. Build a complete picture of customer relationships by connecting success signals with revenue patterns and product adoption metrics in one unified spreadsheet.
Export customer accounts, health scores, and team activities into structured spreadsheet formats that eliminate data cleanup work. Your team gets immediate access to organized success metrics without spending time on data preparation or fixing formatting inconsistencies.
Configure automatic updates that keep your customer health dashboards accurate without manual intervention. Choose refresh frequencies that match your team's needs—whether you're monitoring daily changes or preparing monthly business reviews.
Coupler.io enables AI integrations that let anyone on your team ask questions about customer health in plain language. Get insights about churn risks and account trends without building formulas or learning analytics tools.
Why export Vitally to Google Sheets - real life cases
Collaborative account health reviews
Workload balancing across success teams
Communication effectiveness measurement
Multi-user adoption monitoring
How to export Vitally to Google Sheets
30 seconds
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Automate data exports with the no-code Vitally Google Sheets integration
Connect similar CRM apps and get data in minutes
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Talk to AI about your Vitally data
Examples of questions you can ask about Vitally data:
- "Which accounts dropped in health score this month and what do their conversation patterns tell us?"
- "Show me which success managers have the most overdue tasks and which customers are waiting for responses."
- "What's the relationship between user adoption rates and account health in our enterprise segment?"
- "Which customers haven't had any conversations with us in the past 30 days and should we be concerned?"
Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.
