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How to connect Gmail and Vitally
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Vitally will be your first step. To do this, click "Choose an app," find Gmail or Vitally, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Gmail 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 Gmail 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 Gmail 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 Gmail, 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 Gmail and Vitally integration works as expected. Depending on your setup, data should flow between Gmail 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 Gmail and Vitally
Gmail + Vitally + Google Sheets: When a new email arrives in Gmail, if the sender's email address matches a user in Vitally, their details and the email information are added to a Google Sheet for reporting purposes.
Gmail + Vitally + Slack: When a new email arrives in Gmail, the system checks if the sender is a high-value user in Vitally. If it is a high-value user, and the email contains urgent keywords, a notification is sent to the support team via Slack.
Gmail and Vitally integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without 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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FAQ Gmail and Vitally
How can I connect my Gmail account to Vitally using Latenode?
To connect your Gmail account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally actions from new Gmail messages?
Yes! Latenode lets you trigger Vitally actions based on Gmail events. Automatically update user stages in Vitally whenever a specific email is received, improving customer success workflows.
What types of tasks can I perform by integrating Gmail with Vitally?
Integrating Gmail with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from parsed Gmail leads.
- Logging support-related emails in Vitally for user context.
- Updating Vitally user attributes based on email content analysis using AI.
- Sending personalized follow-up emails to Vitally users based on their stage.
- Triggering Vitally alerts when important emails are received.
HowsecureismyGmaildatawhenusingtheGmailintegrationonLatenode?
Latenode uses secure authentication protocols and encryption to protect your Gmail data. You control data access within each workflow, ensuring privacy and compliance.
Are there any limitations to the Gmail and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Gmail and Vitally APIs may affect performance.
- Complex email parsing may require custom JavaScript coding.
- Historical Gmail data migration to Vitally may need batch processing.
