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Enrich Vitally with Ocean.io's intent data to automate customer success outreach. Latenode's visual editor and JavaScript support offer advanced customization, while affordable pricing scales with your success.
Connect Ocean.io and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Ocean.io and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Ocean.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ocean.io or Vitally will be your first step. To do this, click "Choose an app," find Ocean.io or Vitally, and select the appropriate trigger to start the scenario.
Add the Ocean.io Node
Select the Ocean.io node from the app selection panel on the right.
Ocean.io
Configure the Ocean.io
Click on the Ocean.io node to configure it. You can modify the Ocean.io 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 Ocean.io node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Ocean.io
β
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 Ocean.io 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 Ocean.io and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Ocean.io
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, Vitally, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Ocean.io and Vitally integration works as expected. Depending on your setup, data should flow between Ocean.io and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + Vitally + Slack: When Ocean.io identifies a company now using a competitor's product, the health score in Vitally is updated. A notification is then sent to a customer success channel in Slack to alert the team.
Vitally + Ocean.io + Salesforce: When a customer's health score drops in Vitally, Ocean.io is used to find potential new contacts at the company. A task is then logged in Salesforce to reach out to these new contacts.
About Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows 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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How can I connect my Ocean.io account to Vitally using Latenode?
To connect your Ocean.io account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates from Ocean.io intent data?
Yes, you can. Latenode's visual editor simplifies mapping Ocean.io intent signals to update user segments within Vitally, enabling proactive customer success workflows.
What types of tasks can I perform by integrating Ocean.io with Vitally?
Integrating Ocean.io with Vitally allows you to perform various tasks, including:
Can I use custom JavaScript code to transform Ocean.io data for Vitally?
Yes, Latenode allows you to use JavaScript code blocks to manipulate data, ensuring smooth integration between Ocean.io and Vitally, even with complex transformations.
Are there any limitations to the Ocean.io and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: