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How to connect HubSpot and Vitally
Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Vitally will be your first step. To do this, click "Choose an app," find HubSpot or Vitally, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the HubSpot 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 HubSpot 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 HubSpot 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 HubSpot, 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 HubSpot and Vitally integration works as expected. Depending on your setup, data should flow between HubSpot 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 HubSpot and Vitally
HubSpot + Vitally + Slack: When a HubSpot deal reaches the 'closed won' stage, this automation updates the client's health score in Vitally and sends a notification to the customer success team in Slack.
Vitally + HubSpot + Zendesk: If a customer's health score is updated in Vitally, this automation creates a support ticket in Zendesk and associates it with the corresponding HubSpot record.
HubSpot and Vitally integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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 HubSpot and Vitally
How can I connect my HubSpot account to Vitally using Latenode?
To connect your HubSpot account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when a HubSpot deal closes?
Yes, you can! With Latenode, trigger Vitally updates from HubSpot deal stages. Automate customer lifecycle changes and ensure your teams have synchronized data. Benefit from no-code ease and JS/AI extensibility.
What types of tasks can I perform by integrating HubSpot with Vitally?
Integrating HubSpot with Vitally allows you to perform various tasks, including:
- Automatically create new Vitally users from new HubSpot contacts.
- Update Vitally user attributes based on HubSpot contact properties.
- Trigger HubSpot workflows when a user reaches a milestone in Vitally.
- Sync HubSpot deal data with Vitally account information in real-time.
- Centralize customer engagement data from HubSpot in Vitally segments.
Can I use JavaScript to transform data between HubSpot and Vitally?
Yes! Latenode provides built-in JavaScript blocks. Transform and enrich data mid-flow. Handle complex data mappings and custom logic effortlessly.
Are there any limitations to the HubSpot and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex data transformations may necessitate JavaScript knowledge.
- API rate limits of HubSpot and Vitally apply.
