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Automatically update Vitally with leads generated in Instantly, triggering customer success workflows. Latenode's visual editor and affordable execution pricing make scaling personalized outreach easier, enhancing customer engagement and retention.
Connect Instantly and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Vitally will be your first step. To do this, click "Choose an app," find Instantly or Vitally, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Instantly
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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 Instantly 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 Instantly 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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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Vitally integration works as expected. Depending on your setup, data should flow between Instantly and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + Slack: When a new lead is created in Instantly, a message is sent to a designated Slack channel summarizing the lead's information and the campaign details.
Vitally + Instantly + Google Sheets: Automatically log new users created in Vitally and new leads generated in Instantly to a Google Sheet for unified performance reporting.
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β all without per-step pricing limits.
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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 Instantly account to Vitally using Latenode?
To connect your Instantly account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates from new Instantly leads?
Yes, you can! Latenode lets you automatically update Vitally based on new leads in Instantly. This keeps your customer data current and enables personalized engagement strategies.
What types of tasks can I perform by integrating Instantly with Vitally?
Integrating Instantly with Vitally allows you to perform various tasks, including:
Can I filter Instantly leads before updating Vitally?
Yes, you can use Latenode's conditional logic and JavaScript blocks to filter leads before updating Vitally ensuring only qualified leads are synced.
Are there any limitations to the Instantly and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: