Vitally Integration Guide

Combine your customer interactions and health scores with 50+ other signals from Common Room Person360 to identify accounts in the market and the economic buyers, product users, active Contacts, and prospects most likely to respond.

Availability

Vitally is available on the Enterprise plan and available as an add-on for Starter and Team plans.

How to get started

1. Ensure that your Vitally data is accessible via fields on your Salesforce objects (e.g. lead, contact, account, opportunity) or Hubspot (e.g. contact, company, deal)
2. Create custom fields in Common Room that will store the Vitally data
3. Use our inbound data field mapping for Salesforce or Hubspot to map the Vitally data into Common Room.