Beton × Vitally

Align CS and Sales with Vitally Data

Sync Vitally health scores and project status to Salesforce opportunities for seamless handoffs.

Vitally provides a 360-degree view of your customers, but sales reps working renewal deals don't always have access. Beton ensures that Vitally insights are visible in every Salesforce opportunity.

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Sales and CS Misalignment Kills Renewals

Renewal conversations happen without the latest customer success context. Sales asks for expansion when the customer is secretly frustrated. Beton syncs Vitally health data to Salesforce so every conversation is informed.

Blind Renewal Calls

Sales reps enter renewal calls without knowing the customer recently logged a complaint in Vitally.

Duplicate Work

Both CS and Sales maintain separate notes about the same account because systems don't sync.

Delayed Escalation

By the time a CSM manually alerts sales about an at-risk account, the customer has already decided to leave.

Why Connect Vitally to Beton

Beton creates a shared reality between CS and Sales. By syncing Vitally data to the CRM, both teams work from the same playbook, preventing miscommunication and improving customer experience.

Beton is an open-source Clay.com alternative that orchestrates 100+ enrichment providers in one flow, including Vitally.

Instead of wiring Vitally directly into dozens of forms and scripts, you plug it into Beton once, define rules, fallbacks, and mapping, and send clean data into your CRM or warehouse.

Run Beton in the cloud or self-host it as a Docker container under MIT license, keep your Vitally usage compliant, and avoid vendor lock-in.

How Beton works

Connect once, orchestrate everywhere. Beton handles the wiring so GTM teams focus on targeting, not glue code.

1

Connect Vitally

Link your Vitally account to Beton securely.

2

Select Metrics

Choose which Vitally data points to sync: Health, Projects, Tasks, NPS.

3

Map Fields

Map Vitally attributes to CRM fields (Account or Opportunity level).

4

Go Live

Activate sync. CS and Sales now operate from a unified view.

Concrete ways GTM teams combine Beton and Vitally.

Health Score in Deals

Automatically populate Salesforce Opportunity fields with the latest Vitally health score and sentiment.

Project Status Sync

Sync Vitally 'Project' status to Salesforce so sales knows if onboarding is on track before pitching expansion.

Automated Risk Routing

When health drops below a threshold, Beton assigns the renewal opportunity to a specialized 'Save Team'.

FAQ about Beton and Vitally

What data gets synced?
Health scores, project statuses, NPS, and any custom Vitally attributes.
Can I sync both ways?
Yes. Push Salesforce deal data back into Vitally for better CS context.
Is it automatic?
Completely. No manual exports or imports needed.
Does it work with HubSpot?
Yes, Beton supports HubSpot, Salesforce, and other major CRMs.
Who benefits?
Customer Success and Account Management teams, especially in B2B SaaS.

Start enriching leads in minutes

Spin up Beton in the cloud or self-host it, connect Vitally, and start shipping enriched leads straight into your CRM.

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