Discover the Plecto x Vitally integration

Get actionable insights on your customer success data

Visualizing your Vitally data with Plecto will ensure that you are always on top of your customer data. Design customizable, real-time dashboards to display all your customer success KPIs. Our beautiful dashboard design makes large, complex datasets easy to understand.

Real-time Vitally integration with your accounts, NPS and task data

We integrate in real-time with your accounts, NPS responses, and task data - so any changes you make with this data on Vitally will automatically change on your Plecto dashboard. Using Vitally alongside another system? No worries. Plecto lets you use as many data sources as you need on your dashboard.

Automate and schedule your reports

Say goodbye to the stress and time spent on compiling reports by using our automating and scheduling feature. Our reports display real-time data, so there is no need to constantly copy and paste data from different sources. Schedule your report so that it’s automatically emailed to you, or download it as an Excel file or Powerpoint.

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Accounts Every 2m Created at
Tasks Every 2m Created at
NPS responses Every 2m Created at
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