How to connect Add to Calendar PRO with Vitally
Vitally is a customer success platform for high-growth B2B SaaS teams.
Vitally is a customer success platform for high-growth B2B SaaS teams.
Integrate Vitally with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in Vitally when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in Vitally, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in Vitally.
How to connect Add to Calendar PRO with Vitally
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or Vitally as the trigger.
- Choose the next action, test the Zap, then activate it.