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Sync Agile CRM data to Vitally for a 360Β° view of customer health. Latenode simplifies data mapping with a visual editor, and scales affordably as your customer base grows. Build complex logic using no-code or JavaScript.
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Create a New Scenario to Connect Agile CRM and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Vitally will be your first step. To do this, click "Choose an app," find Agile CRM or Vitally, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vitally Node
Next, click the plus (+) icon on the Agile CRM node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Agile CRM
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Agile CRM and Vitally Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Vitally, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and Vitally integration works as expected. Depending on your setup, data should flow between Agile CRM and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Agile CRM + Vitally + Slack: When a deal milestone changes in Agile CRM, indicating a lead has become a customer, the automation checks for the corresponding user in Vitally and sends a congratulatory message to the sales team in Slack.
Vitally + Agile CRM + Google Sheets: When a new user is created in Vitally, their information is added to a Google Sheet. Then, the user's data will be enriched by creating a contact in Agile CRM.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my Agile CRM account to Vitally using Latenode?
To connect your Agile CRM account to Vitally on Latenode, follow these steps:
Can I trigger customer health score updates based on Agile CRM activity?
Yes, you can! Use Latenode to automate Vitally updates when leads convert in Agile CRM. This enables real-time health score adjustments, boosting customer success insights.
What types of tasks can I perform by integrating Agile CRM with Vitally?
Integrating Agile CRM with Vitally allows you to perform various tasks, including:
Can I use JavaScript functions to transform data between Agile CRM and Vitally?
Yes! Latenode's built-in JavaScript support allows you to transform and map data fields for seamless integration between Agile CRM and Vitally.
Are there any limitations to the Agile CRM and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: