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How to connect Klaviyo and Vitally
Create a New Scenario to Connect Klaviyo 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 Klaviyo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Klaviyo or Vitally will be your first step. To do this, click "Choose an app," find Klaviyo or Vitally, and select the appropriate trigger to start the scenario.
Add the Klaviyo Node
Select the Klaviyo node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Klaviyo 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 Klaviyo 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 Klaviyo 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 Klaviyo, 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 Klaviyo and Vitally integration works as expected. Depending on your setup, data should flow between Klaviyo 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 Klaviyo and Vitally
Shopify + Klaviyo + Vitally: When a new customer is created in Shopify, they are added to a Klaviyo list, and their user segment in Vitally is updated to reflect their customer status.
Vitally + Klaviyo + Slack: When a Vitally user's attributes are updated, trigger a personalized Klaviyo email campaign and notify the CSM team in Slack with a message.
Klaviyo and Vitally integration alternatives
About Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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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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See how Latenode works
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FAQ Klaviyo and Vitally
How can I connect my Klaviyo account to Vitally using Latenode?
To connect your Klaviyo account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Klaviyo and click on "Connect".
- Authenticate your Klaviyo and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I segment Vitally users based on Klaviyo email activity?
Yes, you can! Latenode's flexible data mapping allows you to trigger Vitally segments based on Klaviyo email opens or clicks, enabling personalized customer success strategies.
What types of tasks can I perform by integrating Klaviyo with Vitally?
Integrating Klaviyo with Vitally allows you to perform various tasks, including:
- Update Vitally user attributes based on Klaviyo email engagement.
- Trigger personalized email campaigns in Klaviyo from Vitally lifecycle changes.
- Create Vitally segments based on Klaviyo list subscriptions.
- Automatically enroll new Klaviyo subscribers into specific Vitally cohorts.
- Send alerts in Vitally when a user unsubscribes from a Klaviyo list.
How do I use Klaviyo's custom properties in Latenode workflows?
Latenode's data mapping feature lets you access and use custom properties from Klaviyo within your workflows, creating tailored automation sequences.
Are there any limitations to the Klaviyo and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported; only new data will be synchronized.
- Complex data transformations may require JavaScript steps.
- Rate limits of both Klaviyo and Vitally APIs apply.
