A complete guide to Vitally contract management

Discover how you can use Vitally to manage your contracts, and how an integration with Juro can eliminate repetitive contract admin for your business.

What is Vitally?

Vitally is a customer success platform designed to help SaaS companies manage and enhance their customer relationships, building a Scaled CS motion.

By providing tools for monitoring customer health, automating workflows, and gaining actionable insights, Vitally aims to streamline the customer success process and improve client retention and satisfaction.

Can you manage contracts in Vitally?

Vitally itself does not provide native contract management functionalities. However, by integrating Vitally with a specialized contract management tools like Juro using Zapier, you can create a seamless workflow for managing contracts efficiently.

This integration leverages the strengths of both platforms, ensuring that your contract processes are automated and integrated into your overall customer success strategy.

How to Manage Contracts in Vitally

When you integrate Juro’s AI-native contract automation software with Vitally via Zapier, you create a more fluid workflow using the following automations:

1. Automatically create a contract in Juro when a new customer is created in Vitally

This Zap automates the process of creating a new contract in Juro whenever a new customer is added to Vitally. As you can see below: 

This workflow ensures that every new customer has an associated contract created automatically, which helps streamline your onboarding process and reduces the likelihood of manual errors.

2. Automatically update the project status in Vitally when a contract progresses in Juro

This workflow keeps your project status in Vitally up to date based on the progress of a contract in Juro. You can see this in the image below: 

This ensures that your customer success and project management teams are always aware of the current status of contracts, allowing for better planning and resource allocation.

By setting up these workflows, you can ensure that your contract management processes are tightly integrated with your customer success activities, leading to more efficient operations and better customer experiences.

How to set up the integration

Setting up the integration between Vitally and Juro via Zapier involves a few steps:

1. Sign up for Zapier: If you don't have an account, sign up on the Zapier website.
   
   
2. Connect Juro and Vitally: In Zapier, connect your Juro and Vitally accounts. You will need to authorize Zapier to access both platforms.
   
   
3. Create a Zap: Click on "Make a Zap" in Zapier.
   
   
4. Set the Action: Choose an action in Juro (e.g., "Create Contract") that will follow the trigger.
   
   
5. Customize the Workflow: Map the necessary fields between Vitally and Juro to ensure data flows correctly.
   
   
6. Test the Zap: Run a test to ensure the integration works as expected.
   
   
7. Activate the Zap: Once tested, activate your Zap to start automating the workflow.

The benefits of automating contracts in Vitally and Juro

Automating contract management between Vitally and Juro offers several advantages:

Improved efficiency

Automating repetitive tasks can reduce manual effort, allowing your team to focus on more strategic activities like forecasting churn rates. This efficiency boost can be super helpful for businesses that want to quickly connect customer data.

Enhanced accuracy

Automation ensures that information is consistently updated across both platforms, reducing the risk of errors. By automatically transferring data between Vitally and Juro, the integration ensures that information is consistently accurate and up-to-date. 

In turn, this reduces the likelihood of discrepancies and misunderstandings, leading to smoother operations and a more profitable customer success function.

Timely notifications

Automated reminders and updates help ensure that important contract-related actions are taken on time. This can be especially important for those managing large account renewals ‍

Seamless integration

Integrating contract management into your customer success workflows ensures all team members can access the latest contract information.

Overall stronger customer experience‍

Play to Vitally’s strengths and streamlined processes lead to faster responses and more professional interaction with your customers, especially when it comes to renewals.

Find out more

‍Juro powers 1 million+ contracts for the world’s fastest-growing businesses, and you can join them. To find out more about Juro's rich feature set and seamless integrations with 5000+ tools (including Vitally), fill in the form below to book your personalized demo.