Export Vitally to Looker Studio
Visualize customer success performance with the Vitally to Looker Studio integration by Coupler.io. Transform account health data, engagement metrics, and team workflows into interactive dashboards that make retention risks visible at a glance, with automatic data refreshes running from every 15 minutes to monthly keeping your visualizations accurate as customer situations evolve.
What data you can export from Vitally?
-
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.
-
AdminsThis entity represents your team members who are users of the Vitally platform.
-
ConversationsThis entity represents the communication history with your customers, which can include emails and other messages synchronized from different platforms.
-
NotesThis entity represents internal notes or comments added by your team members on customer accounts or users.
-
TasksThis entity represents the to-do items or action steps assigned to your team members related to customer management.
-
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 customer health indicators from Vitally with revenue metrics from your finance system and usage statistics from product analytics. Create dashboards that show the complete customer story, connecting success team activities to business outcomes through visualizations that reveal how interventions impact retention and expansion.
Your customer success data arrives structured for immediate visualization in Looker Studio. Accounts, conversations, tasks, and user activities come organized into clean tables that connect directly to charts and scorecards, eliminating data preparation work before building your first dashboard.
Keep your customer health dashboards showing accurate information with scheduled exports that run from every 15 minutes to monthly. Executives viewing retention metrics and managers monitoring team workloads see identical, up-to-date information that reflects Vitally's latest health scores and engagement data.
Coupler.io's AI integrations let you explore customer success data through conversational questions that complement visual dashboards. Ask about specific account trends or dig into patterns you notice in visualizations, getting detailed answers without building additional charts or filters.
Why export Vitally to Looker Studio - real life cases
Executive health score monitoring
Team performance visibility
Engagement pattern analysis
Adoption tracking dashboards
How to export Vitally to Looker Studio
30 seconds
30 seconds
30 seconds
10 seconds
Automate data exports with the no-code Vitally Looker Studio integration
Connect similar CRM apps and get data in minutes
Quick start with dashboard templates
about your case. It doesn't cost you a penny 😉
Talk to AI about your Vitally data
Examples of questions you can ask about Vitally data:
- "What characteristics do accounts in our lowest health score quartile share that might explain their struggles?"
- "Which success managers have the best track record of improving health scores for accounts they take over?"
- "How many days typically pass between when an account's health drops below 70 and when we assign intervention tasks?"
- "What conversation topics appear most frequently in notes for accounts that successfully renewed after being at risk?"
Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.
