Connect and Integrate
Pipedrive with Vitally
Connect Pipedrive to Vitally and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Pipedrive and Vitally
Select a trigger in Pipedrive
Choose an event in Pipedrive like “New event in Pipedrive,” to set off your automation.
Automate an Action in Vitally
Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.
Customize the Workflow
Build your Pipedrive - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Here's Some Easy Pipedrive Automations
and Vitally Automations to Try!
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Crack down on wasted time with automations
Crack down on wasted time with automations
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Make Pipedrive + Vitally Integrations
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About Pipedrive
Pipedrive is a sales-focused customer relationship management (CRM) software that's designed for sales teams to visually manage leads, track sales activities, and close deals. It features robust task management, reporting, and lead generation tools like LeadBooster on a Kanban-style board to track sales progress.
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About Vitally
Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.
Learn more