Vitally Setup Guide

By The Vitally Team
 
Vitally is a Customer Success & Growth platform for B2B SaaS companies that provides powerful reporting and alerts across all your customer data - including product usage, subscriptions, conversations, notes, and more. 
 
Our native Clearbit integration enriches your accounts in Vitally with Clearbit’s enriched company data, adding some useful capabilities to your Vitally account:
 
  • Trial qualification: Define your target market using our rules and Clearbit’s data, and we’ll automatically identify how qualified your new trials are.
  • Opportunity indicators: Setup automated alerts to detect new customers or trials with high value potential (e.g. fire alerts for new trials with over $1M in ARR).
  • Advanced filtering/segmentation: Segment your accounts using any of Clearbit’s enriched fields (or any other data you send Vitally).
 
Setup
Enabling the Clearbit integration in Vitally is simple and just requires access to your Clearbit account’s API key. See Vitally’s help doc for more details.