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How to connect Kommo and Vitally
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Vitally will be your first step. To do this, click "Choose an app," find Kommo or Vitally, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Vitally integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Vitally
Kommo + Vitally + Slack: When a new deal is won in Kommo, update the client's health score in Vitally. Then, notify the account managers in Slack about the successful deal and the updated health score.
Vitally + Kommo + Google Sheets: When a client's health score drops in Vitally, create a follow-up task in Kommo and log the event, including the client's name and new health score, in a Google Sheet.
Kommo and Vitally integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and Vitally
How can I connect my Kommo account to Vitally using Latenode?
To connect your Kommo account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Vitally customer health scores based on Kommo deal stages?
Yes, with Latenode! Automatically update health scores using a no-code visual builder, triggering actions based on Kommo deal changes. This keeps your customer success team informed and proactive.
What types of tasks can I perform by integrating Kommo with Vitally?
Integrating Kommo with Vitally allows you to perform various tasks, including:
- Create new Vitally users when a new lead is created in Kommo.
- Update Vitally user attributes based on Kommo contact information.
- Trigger alerts in Vitally when a deal reaches a critical stage in Kommo.
- Automatically log Kommo activities as interactions in Vitally.
- Sync customer lifetime value (CLTV) data between Kommo and Vitally.
Can I use JavaScript functions to transform data between Kommo and Vitally?
Yes! Latenode supports JavaScript. Use custom code to format and transform data, ensuring seamless and accurate data transfer between Kommo and Vitally.
Are there any limitations to the Kommo and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration requires manual setup outside of Latenode.
- Complex, highly customized workflows may require JavaScript coding.
- Rate limits of the Kommo and Vitally APIs can affect performance.
