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How to connect Close CRM and Vitally
Create a New Scenario to Connect Close CRM 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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Vitally will be your first step. To do this, click "Choose an app," find Close CRM or Vitally, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Close CRM
Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close 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 Close CRM 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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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 Close 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 Close CRM 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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Vitally
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, 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 Close CRM and Vitally integration works as expected. Depending on your setup, data should flow between Close CRM 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 Close CRM and Vitally
Close CRM + Slack: When a deal's status changes in Close CRM (e.g., to 'Won'), a message is sent to a designated Slack channel to celebrate the success and inform the team.
Vitally + Close CRM + Google Sheets: This workflow automatically updates a Google Sheet with data. It retrieves user health scores from Vitally and relevant deal information from Close CRM, then compiles the data into a single row in Google Sheets.
Close CRM and Vitally integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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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 Close CRM and Vitally
How can I connect my Close CRM account to Vitally using Latenode?
To connect your Close CRM account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Close CRM deals?
Yes, you can! Latenode’s visual editor makes it easy to trigger Vitally updates when new deals are created in Close CRM, ensuring your customer data is always synchronized and up-to-date.
What types of tasks can I perform by integrating Close CRM with Vitally?
Integrating Close CRM with Vitally allows you to perform various tasks, including:
- Automatically creating Vitally users from new Close CRM contacts.
- Updating Vitally account segments based on deal stages in Close CRM.
- Triggering customer success workflows upon winning a Close CRM deal.
- Sending personalized email sequences through Vitally after deal closure.
- Tracking Close CRM deal value changes within Vitally’s revenue metrics.
How to sync Close CRM leads with Vitally customer data in Latenode?
Use Latenode's visual editor to map fields from Close CRM leads to corresponding Vitally user properties, ensuring data consistency and a unified view.
Are there any limitations to the Close CRM and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits of the Close CRM and Vitally APIs may affect high-volume workflows.
- Real-time synchronization depends on the polling interval configured in Latenode.
