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Sync HighLevel leads into Vitally to track customer health scores and automate personalized engagement. Latenode’s visual editor and affordable pricing make scaling these flows easy, while JS blocks support custom scoring logic beyond standard integrations.
Connect HighLevel and Vitally in minutes with Latenode.
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Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Vitally will be your first step. To do this, click "Choose an app," find HighLevel or Vitally, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
HighLevel
Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
HighLevel
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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 HighLevel 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 HighLevel 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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HighLevel
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Vitally integration works as expected. Depending on your setup, data should flow between HighLevel and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HighLevel + Vitally + Slack: When a new contact is created in HighLevel, their information is added to Vitally. A notification is then sent to a Slack channel to alert the sales team for immediate follow-up.
Vitally + HighLevel + Google Sheets: When a user in Vitally is updated, update the corresponding contact record in HighLevel. Then, log this update in a Google Sheet for reporting purposes.
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel account to Vitally using Latenode?
To connect your HighLevel account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally segments based on HighLevel opportunities?
Yes, you can! Latenode allows real-time updates using webhooks and custom logic, ensuring your Vitally segments always reflect the latest HighLevel opportunity data, improving customer insights.
What types of tasks can I perform by integrating HighLevel with Vitally?
Integrating HighLevel with Vitally allows you to perform various tasks, including:
How do I handle errors when transferring data from HighLevel to Vitally?
Latenode offers advanced error handling with retry mechanisms and custom logic, guaranteeing reliable HighLevel to Vitally data transfers even with API issues.
Are there any limitations to the HighLevel and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: