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How to connect LeadMagic and Vitally
Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Vitally will be your first step. To do this, click "Choose an app," find LeadMagic or Vitally, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
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Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic 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 LeadMagic 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 LeadMagic 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring LeadMagic, 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 LeadMagic and Vitally integration works as expected. Depending on your setup, data should flow between LeadMagic 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 LeadMagic and Vitally
LeadMagic + Vitally + Slack: When a new lead is found in LeadMagic, the automation updates the user's data in Vitally, and then sends a notification to the sales team in Slack about the updated user.
Vitally + LeadMagic + HubSpot: When a user reaches a milestone in Vitally, the automation updates the lead score in LeadMagic and creates a new task in HubSpot to follow up with the user.
LeadMagic and Vitally integration alternatives
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic and Vitally
How can I connect my LeadMagic account to Vitally using Latenode?
To connect your LeadMagic account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LeadMagic and click on "Connect".
- Authenticate your LeadMagic and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger customer success workflows from new leads?
Yes, you can! With Latenode, instantly trigger Vitally workflows upon new LeadMagic lead creation. This ensures immediate, personalized engagement, maximizing conversion opportunities.
What types of tasks can I perform by integrating LeadMagic with Vitally?
Integrating LeadMagic with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from qualified LeadMagic leads.
- Updating Vitally user data with information captured in LeadMagic.
- Triggering alerts in Vitally based on lead activity tracked in LeadMagic.
- Segmenting Vitally users based on lead source data from LeadMagic.
- Enrolling users in Vitally playbooks after they reach a LeadMagic stage.
How does Latenode handle data mapping between LeadMagic and Vitally?
Latenode's visual editor simplifies data mapping. You can easily transform and map fields between LeadMagic and Vitally without coding, ensuring accurate data transfer.
Are there any limitations to the LeadMagic and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync requires careful setup to avoid duplicates.
- Complex custom fields in either app might require JavaScript for mapping.
- Rate limits of the LeadMagic and Vitally APIs may affect high-volume workflows.
