Vitally Data Integration | Customer Success Analytics
Connect Vitally and let AI agents query health scores, engagement metrics, and account data alongside CRM data from 1,000+ other sources.
Key Takeaways Connect Vitally to your data infrastructure
Improvado connects directly to Vitally's API to extract customer health scores, engagement metrics, account data, and user activity logs. The platform automatically pulls data on configurable schedules, from hourly updates to daily syncs. No manual CSV exports or custom development required. Your customer success data flows continuously into your chosen destination.
Unified customer data across all platforms
Improvado's Marketing Common Data Model normalizes Vitally data alongside your CRM, support, and marketing platforms. Customer health scores align with sales pipeline data, support tickets, and campaign engagement. This unified view enables comprehensive customer journey analysis. Teams can track how marketing activities influence customer health and identify expansion opportunities.
Data objects and fields Improvado extracts from Vitally
| Object | Fields |
|---|---|
| Account | traits custom_objects organization_id name status |
| Conversation | conversation_id account_id created_at updated_at status |
| Task | task_id assigned_to project_id category_id status |
| NPS Response | response_id account_id score feedback created_at |
| Note | note_id account_id category_id content created_at |
From connection to autonomous action in three steps
Connect
Connect Vitally through OAuth in under 60 seconds. The agent syncs account health scores, user activity data, NPS responses, support tickets, and renewal dates. All customer success metrics become queryable in natural language.
Ask
Ask questions like 'Which enterprise accounts haven't logged in this month?' or 'Show me all accounts with NPS below 6 and contracts ending in 90 days' or 'What's the average feature adoption rate for accounts created in Q4?'
Act
The agent creates tasks for CSMs, updates account health scores, logs touchpoints, schedules outreach campaigns, and triggers playbooks based on engagement thresholds. It writes notes to account timelines and assigns follow-up actions to team members.
What teams ask their AI agent about Vitally
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Combine Vitally health scores with CRM and support data for complete customer 360 view
Your AI agent analyzes Vitally data and delivers actionable insights — automatically, in seconds.
Track correlation between marketing campaigns and customer health score improvements
Your AI agent analyzes Vitally data and delivers actionable insights — automatically, in seconds.
Build executive dashboards showing customer success metrics alongside revenue data
Your AI agent analyzes Vitally data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Vitally — it predicts churn before it happens
Read
The agent reads account health scores, user engagement metrics, feature adoption rates, NPS survey responses, support ticket history, contract renewal dates, ARR values, customer lifecycle stage, and CSM activity logs from Vitally.
Write
The agent creates tasks and reminders for account teams, updates account attributes and custom fields, logs customer interactions to account timelines, triggers automated playbooks, and schedules outreach sequences based on health score changes or engagement patterns.
Monitor
The agent monitors health score deterioration, engagement drop-offs, approaching renewal dates, support ticket spikes, NPS score changes, feature adoption stalls, and contract expansion opportunities. It alerts teams when accounts cross risk thresholds.
AI agents query customer health scores and engagement logs to build complete customer profiles across all touchpoints. They correlate health score changes with marketing campaigns and support interactions to identify intervention opportunities. Agents automatically track account activity patterns against revenue data to predict retention risks.
| Account | Health Score | Engagement Trend |
|---|---|---|
| Riverside Logistics | 48/100 | -22% |
| Summit Retail Group | 55/100 | -18% |
| Cascade Financial | 61/100 | -15% |
| Northpoint Media | 58/100 | -12% |
| Horizon Travel Co | 64/100 | -9% |
Send Vitally data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Vitally as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | ● Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
What Vitally data can Improvado extract?
How often does Vitally data sync to my warehouse?
Can I combine Vitally data with my CRM platform?
Does the integration require technical setup?
What destinations work with Vitally data?
How does Improvado handle Vitally API changes?
"Improvado saves about 90 hours per week and allows us to focus on data analysis."
"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."
Put an AI agent on your Vitally today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.