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Automatically qualify leads from Youform in Ocean.io using Latenode. Scale lead enrichment affordably and use JavaScript for complex data transformations, creating custom workflows beyond simple integrations.
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Create a New Scenario to Connect Ocean.io and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Ocean.io or Youform, 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 Youform Node
Next, click the plus (+) icon on the Ocean.io node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
Ocean.io
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Youform
Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Ocean.io and Youform 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 Youform 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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Youform
Trigger on Webhook
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Ocean.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ocean.io, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Ocean.io and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ocean.io + Youform + Slack: When a company is enriched in Ocean.io, a Youform survey is sent to gather more specific lead information. Based on the survey results, a Slack message is sent to the sales team notifying them of a qualified lead.
Youform + Ocean.io + Google Sheets: When a new form submission is received in Youform, enrich the submitter's profile using Ocean.io. Subsequently, log the enriched data into a Google Sheets spreadsheet for tracking and analysis.
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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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How can I connect my Ocean.io account to Youform using Latenode?
To connect your Ocean.io account to Youform on Latenode, follow these steps:
Can I automatically add Ocean.io leads to a Youform contact list?
Yes, you can! Latenode automates this, instantly syncing valuable lead data. Enrich contact lists and personalize outreach, saving hours of manual data entry.
What types of tasks can I perform by integrating Ocean.io with Youform?
Integrating Ocean.io with Youform allows you to perform various tasks, including:
HowsecureistheOcean.iointegrationwithYouformviaLatenode?
Latenode employs robust security measures. Your data is encrypted in transit and at rest, ensuring secure and reliable integration.
Are there any limitations to the Ocean.io and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: