Every Customer Call, Synced To Vitally
Marlie AI answers calls from your customers, identifies the Account, and logs notes, tasks, and Playbook triggers into Vitally — so customer success has full context on every conversation.
A phone front-door for customer success teams running on Vitally
Vitally is the customer health and CS workflow layer for SaaS teams. Health scores, Playbooks, and Notes give your CSMs a complete picture — but only if every customer interaction makes it into Vitally.
Marlie AI handles the phone side. Inbound calls from customers are answered, the right Vitally Account is identified, and the conversation is logged as a Note on the Account. Health-relevant signals (escalations, churn risk, expansion intent) can fire Vitally Playbooks automatically.
What You Get with Marlie + Vitally
Everything you need to connect your phone calls with Vitally — fully automated, zero manual work.
Account Identification
Marlie matches inbound calls to the right Vitally Account using phone, email, or domain.
Call Notes On The Account
Every call appears as a Note on the Vitally Account with the summary, transcript, and a recording link.
Playbook Triggers
Marlie can fire Vitally Playbooks based on call signals — escalation, churn risk, expansion, onboarding stuck.
Health Score Signals
Call sentiment and key call signals can be written into Vitally fields that feed customer health scores.
Task & Project Creation
Follow-up Tasks and Projects can be created on the right Vitally Account assigned to the right CSM.
Real-Time Sync
Notes and Playbook triggers land in Vitally within seconds of the call ending — CSMs see updates instantly.
How It Works
Get up and running with Vitally in minutes — no coding required.
Connect Vitally
Authenticate Vitally from the Marlie dashboard via API key. No developer work required.
Map Accounts & Playbooks
Pick how callers map to Vitally Accounts and which call signals fire which Playbooks or update which fields.
Marlie Handles The Call
Inbound customer calls are answered 24/7. Marlie identifies the Account and runs the right flow.
Vitally Stays Current
Notes, Tasks, and Playbook triggers land on the right Vitally Account so CSMs always have full context.
Built for Real Scenarios
See how businesses use Marlie + Vitally to capture more leads and streamline operations.
After-Hours Customer Coverage
Customers occasionally hit issues outside business hours and call the support line.
Marlie answers off-hours calls, logs the issue on the Vitally Account, and triggers an escalation Playbook so the CSM follows up first thing the next day.
Churn Risk Early Warning
A frustrated customer calls and mentions cancelling.
Marlie detects the churn signal, logs it on the Vitally Account, fires the Churn Risk Playbook, and alerts the CSM in Slack via Vitally.
Expansion Signal Capture
A customer calls asking about additional seats or higher tiers.
Marlie captures expansion intent, logs it as a Note on the Vitally Account, and creates a Task for the CSM to follow up with a quote.
Frequently Asked Questions
Common questions about the Marlie AI + Vitally integration.
Which Vitally plans are supported?
How does Marlie match a caller to a Vitally Account?
Can Marlie fire Vitally Playbooks automatically?
Will call data feed Vitally health scores?
Are call recordings stored in Vitally?
Can Marlie create Tasks for specific CSMs?
Other Integrations
Marlie AI connects with more than just Vitally. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Vitally?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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