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Unify sales and customer success by syncing HubSpot leads with Vitally users. Latenode’s visual editor and affordable execution-based pricing make customized data flows easier and far more scalable than ever.
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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.
HubSpot
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.
HubSpot
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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 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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response
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.
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.
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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How can I connect my HubSpot account to Vitally using Latenode?
To connect your HubSpot account to Vitally on Latenode, follow these steps:
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:
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: