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Enrich Vitally customer data using Kommo sales pipeline activity. Latenode's visual editor makes it easier to map data, add custom logic via JavaScript, and scale automations affordably as your business grows.
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Kommo
Vitally
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Create a New Scenario to Connect Kommo and Vitally
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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.
Kommo
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.
Kommo
โ
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 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:
JavaScript
โ
AI Anthropic Claude 3
โ
Vitally
Trigger on Webhook
โ
Kommo
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Kommo, Vitally, and any additional nodes, donโt 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 โRun onceโ 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.
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.
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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How can I connect my Kommo account to Vitally using Latenode?
To connect your Kommo account to Vitally on Latenode, follow these steps:
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:
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: