Vitally Integration

Vitally Data Integration | Customer Success Analytics

Connect Vitally to your data warehouse and BI tools through Improvado's automated pipeline. Extract customer health scores, engagement metrics, and success data for unified analytics across your entire customer journey.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Vitally
What's our Vitally performance this month vs last?
This month's blended ROAS is 4.2x, up from 3.8x last month (+10.5%).

Top performer: Brand campaigns at 8.1x ROAS.
Pause any ad groups under 1.5x ROAS
Found 7 ad groups below threshold. Pausing now — estimated savings: $12,400/mo.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Vitally Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado 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.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Vitally API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Vitally through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
How it works

From connection to autonomous action in three steps

1

Connect

Authenticate Vitally via OAuth in under 5 minutes. Improvado normalizes your data across 1,000+ sources automatically.

2

Ask

Your AI agent queries Vitally performance in natural language. Trends, anomalies, cross-channel comparisons — one conversation.

3

Act

The agent pauses underperformers, adjusts settings, generates executive reports, and monitors anomalies — every action logged.

Use Cases

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.

See how teams use Improvado →
A
Improvado Agent Analysis

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.

6 hrs → 20 min
A
Improvado Agent Cross-channel

Track correlation between marketing campaigns and customer health score improvements

Your AI agent analyzes Vitally data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Build executive dashboards showing customer success metrics alongside revenue data

Your AI agent analyzes Vitally data and delivers actionable insights — automatically, in seconds.

4 hrs → 15 min
AI Agent Access

Your agent doesn't just read Vitally — it acts on it

Read

Pull metrics, dimensions, and trends from Vitally — across every account and campaign. Your AI handles the query.

Write

Launch campaigns, pause underperformers, adjust settings. Every action logged and governed.

Monitor

Anomaly alerts, budget pacing watches, weekly auto-reports. Problems caught before they burn budget.

Query, write, and monitor Vitally through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Vitally
You
Show top 5 campaigns by performance this month
A
Top campaigns
Campaign Spend ROAS
Brand — Exact $4,200 8.1x
Non-Brand $12,800 4.7x
Retargeting — 30d $3,100 4.2x
Competitor $8,400 3.1x
DSA — Blog $2,600 2.8x
5 campaigns · $31,100 total spend · avg 4.6x ROAS
You
Pause all ad groups below 1.5x ROAS
A
7 ad groups paused
Estimated savings: $12,400/mo
SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

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.

FAQ

Frequently asked questions

What Vitally data can Improvado extract?
Improvado extracts customer health scores, engagement metrics, account information, user activity logs, and task completion data. The integration captures both current snapshots and historical trends. All custom fields and segments configured in Vitally are also available for extraction.
How often does Vitally data sync to my warehouse?
You can configure sync frequency from hourly to daily based on your reporting needs. Most teams choose daily syncs for comprehensive reporting with 4-hour syncs for real-time customer health monitoring. The platform handles API rate limits automatically.
Can I combine Vitally data with my CRM platform?
Yes, Improvado's MCDM normalizes customer data across Vitally, Salesforce, HubSpot, and other CRM platforms. Account IDs and customer identifiers are automatically matched across systems. This enables unified customer journey analysis from lead to renewal.
Does the integration require technical setup?
No coding required - just provide your Vitally API credentials through Improvado's interface. The platform handles authentication, data mapping, and error handling automatically. Setup typically completes within 30 minutes.
What destinations work with Vitally data?
Improvado loads Vitally data into BigQuery, Snowflake, Redshift, Azure, and BI tools like Tableau, Power BI, and Looker. Data arrives in analysis-ready format with consistent schema. You can send data to multiple destinations simultaneously.
How does Improvado handle Vitally API changes?
Improvado maintains the integration automatically when Vitally updates their API. The platform monitors for changes and updates data mappings without interrupting your data flow. You receive notifications about any new fields or metrics available for extraction.