Mautic and Vitally Integration

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Connect Mautic to Vitally to automate lead nurturing based on customer health scores, ensuring timely interventions. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing helps scale customer engagement without cost concerns.

Swap Apps

Mautic

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mautic and Vitally

Create a New Scenario to Connect Mautic 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 Mautic, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mautic or Vitally will be your first step. To do this, click "Choose an app," find Mautic or Vitally, and select the appropriate trigger to start the scenario.

Add the Mautic Node

Select the Mautic node from the app selection panel on the right.

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Mautic

Configure the Mautic

Click on the Mautic node to configure it. You can modify the Mautic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Mautic

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Connect Mautic

Sign In

Run node once

Add the Vitally Node

Next, click the plus (+) icon on the Mautic 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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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.

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Vitally

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Connect Vitally

Sign In

Run node once

Configure the Mautic 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.

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Vitally Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Mautic 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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Save and Activate the Scenario

After configuring Mautic, 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 Mautic and Vitally integration works as expected. Depending on your setup, data should flow between Mautic 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 Mautic and Vitally

Mautic + Vitally + Slack: When a new contact is created in Mautic, Vitally searches for a user with the same email and updates the user profile. Finally, Slack sends a message to a specified channel notifying the sales team about the new lead and its updated profile in Vitally.

Vitally + Mautic + Google Sheets: When a user is updated in Vitally (representing churn), Mautic updates the corresponding contact's lead status. The churn event is then logged in a Google Sheet for analysis, including the user's Vitally ID and the updated Mautic lead status.

Mautic and Vitally integration alternatives

About Mautic

Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.

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.

Mautic + Vitally integration

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FAQ Mautic and Vitally

How can I connect my Mautic account to Vitally using Latenode?

To connect your Mautic account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Mautic and click on "Connect".
  • Authenticate your Mautic and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger customer lifecycle updates from Mautic form submissions?

Yes, you can! Latenode enables real-time updates in Vitally based on Mautic form activity, ensuring your customer data is always synchronized and actionable. This allows for personalized outreach.

What types of tasks can I perform by integrating Mautic with Vitally?

Integrating Mautic with Vitally allows you to perform various tasks, including:

  • Automatically create new Vitally users from Mautic contact creation.
  • Update Vitally user attributes based on Mautic form submissions.
  • Trigger Vitally alerts for high-value leads engaging with Mautic campaigns.
  • Segment Vitally users based on their Mautic activity scores.
  • Sync Mautic contact tags to Vitally user traits for personalized experiences.

Can I use JavaScript to transform Mautic data before sending it to Vitally?

Yes! Latenode allows you to use JavaScript code blocks to transform Mautic data to fit Vitally's format, giving you ultimate control over data mapping.

Are there any limitations to the Mautic and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require JavaScript coding knowledge.
  • Initial data sync can take time depending on the data volume in both platforms.
  • Rate limits imposed by Mautic and Vitally APIs still apply within Latenode.

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