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How to connect Apollo and Vitally
Create a New Scenario to Connect Apollo and Vitally
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or Vitally will be your first step. To do this, click "Choose an app," find Apollo or Vitally, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Apollo node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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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 Apollo 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 Apollo and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Apollo, Vitally, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Apollo and Vitally integration works as expected. Depending on your setup, data should flow between Apollo and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Apollo and Vitally
Apollo + Vitally + Slack: When a new account is created in Apollo, it creates a new user profile in Vitally. Then, a welcome message is sent to the new user in Slack.
Vitally + Apollo + Zendesk: If a Vitally customer's user data is updated, their contact is searched for in Apollo, and a Zendesk ticket is created to follow up.
Apollo and Vitally integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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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See how Latenode works
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FAQ Apollo and Vitally
How can I connect my Apollo account to Vitally using Latenode?
To connect your Apollo account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Apollo leads?
Yes, you can! Latenode allows you to automatically update Vitally based on new leads in Apollo. Leverage our visual editor and custom logic blocks to tailor the workflow precisely to your needs, saving time.
What types of tasks can I perform by integrating Apollo with Vitally?
Integrating Apollo with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from qualified Apollo leads.
- Updating Vitally user segments based on Apollo engagement data.
- Triggering personalized email sequences in Vitally after Apollo activity.
- Syncing account details between Apollo and Vitally for consistency.
- Generating reports combining sales outreach and customer health scores.
Can I filter Apollo data before syncing it to Vitally on Latenode?
Yes! Latenode allows advanced filtering using JavaScript, AI, or no-code blocks to ensure only relevant data syncs to Vitally, improving data quality.
Are there any limitations to the Apollo and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Apollo and Vitally APIs still apply within Latenode.
