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How to connect HighLevel and Vitally
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.
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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.
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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:
- 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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HighLevel
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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.
Most powerful ways to connect HighLevel and Vitally
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.
HighLevel and Vitally integration alternatives
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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FAQ HighLevel and Vitally
How can I connect my HighLevel account to Vitally using Latenode?
To connect your HighLevel account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Automatically create new Vitally users when a new HighLevel contact is created.
- Update Vitally user attributes based on HighLevel contact custom fields.
- Trigger HighLevel campaigns when a user enters a specific Vitally segment.
- Send internal notifications when a HighLevel opportunity reaches a certain stage.
- Enrich Vitally user profiles with HighLevel marketing campaign data.
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:
- Historical data migration requires custom scripting or batch processing.
- Complex data transformations might necessitate JavaScript knowledge.
- Rate limits of HighLevel and Vitally APIs still apply to the integration.
