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Automatically create Vitally user timelines from new Gmail inquiries, logging customer communication for comprehensive support. Latenode's visual editor and affordable pricing make advanced customer journey tracking simple and scalable.
Connect Gmail and Vitally in minutes with Latenode.
Create Gmail to Vitally workflow
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Create a New Scenario to Connect Gmail 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 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.
Gmail
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.
Gmail
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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 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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Gmail
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Gmail, 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 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.
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.
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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How can I connect my Gmail account to Vitally using Latenode?
To connect your Gmail account to Vitally on Latenode, follow these steps:
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:
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: