Bonjoro + Vitally

Create tasks in Bonjoro when new customer segments are entered in Vitally

From Vitally to Bonjoro, with this workflow you can directly create tasks in Bonjoro as soon as customers enter a specific segment in Vitally. This process makes it easier to manage and engage with your customers, providing a smoother pathway for customer communication, and enhancing overall user satisfaction. Say goodbye to manually transferring data and hello to seamless, efficient customer management.

From Vitally to Bonjoro, with this workflow you can directly create tasks in Bonjoro as soon as customers enter a specific segment in Vitally. This process makes it easier to manage and engage with your customers, providing a smoother pathway for customer communication, and enhancing overall user satisfaction. Say goodbye to manually transferring data and hello to seamless, efficient customer management.

  1. When this happens...
    VitallyVitally
    Customer Entered Segment

    Triggers when a Customer first enters a Segment

    TriggerInstant
  2. automatically do this!
    BonjoroBonjoro
    Create Task

    Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.

    ActionWrite
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Supported triggers and actions

What does this mean?
bonjoro logo
bonjoro logo

About Bonjoro

Bonjoro lets you send personalised welcome videos to your customers.
Learn more

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  • Customer Appreciation

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vitally logo
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About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.
Learn more

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  • CRM (Customer Relationship Management)

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