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How to connect Lemlist and Vitally
Create a New Scenario to Connect Lemlist 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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or Vitally will be your first step. To do this, click "Choose an app," find Lemlist or Vitally, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Lemlist 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 Lemlist 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 Lemlist 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 Lemlist, 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 Lemlist and Vitally integration works as expected. Depending on your setup, data should flow between Lemlist 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 Lemlist and Vitally
Lemlist + Vitally + Slack: When a new activity occurs in Lemlist, indicating a key milestone, the automation updates the client's health score in Vitally. The account manager is then notified in Slack via a direct message.
Vitally + Lemlist + Salesforce: When a Vitally customer's health score is updated, the automation triggers a personalized follow-up campaign in Lemlist and logs the campaign activity in Salesforce by creating a new record.
Lemlist and Vitally integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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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FAQ Lemlist and Vitally
How can I connect my Lemlist account to Vitally using Latenode?
To connect your Lemlist account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally actions from new Lemlist leads?
Yes, with Latenode's visual builder, you can trigger Vitally actions from new Lemlist leads instantly. Streamline workflows, automate data sync, and personalize customer journeys more effectively.
What types of tasks can I perform by integrating Lemlist with Vitally?
Integrating Lemlist with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from qualified Lemlist leads.
- Updating Vitally user data based on Lemlist campaign engagement.
- Triggering personalized email sequences in Lemlist from Vitally events.
- Adding users to specific Vitally segments based on Lemlist campaign outcomes.
- Logging Lemlist campaign activity directly within Vitally timelines.
How does Latenode handle Lemlist rate limits?
Latenode intelligently manages Lemlist API rate limits, preventing errors and ensuring reliable data syncing through built-in queueing and retry mechanisms.
Are there any limitations to the Lemlist and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Historical data migration between Lemlist and Vitally might need custom handling.
- Some advanced Lemlist or Vitally features may not have direct node equivalents.
