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Secure lead data by connecting Okta user authentication to WhatConverts call tracking. Latenode’s visual editor simplifies complex logic and scales affordably, so you can precisely attribute leads and improve marketing ROI with confidence.
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Okta
WhatConverts
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Create a New Scenario to Connect Okta and WhatConverts
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 Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or WhatConverts will be your first step. To do this, click "Choose an app," find Okta or WhatConverts, and select the appropriate trigger to start the scenario.
Add the Okta Node
Select the Okta node from the app selection panel on the right.
Okta
Add the WhatConverts Node
Next, click the plus (+) icon on the Okta node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
Okta
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WhatConverts
Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Okta and WhatConverts 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 Okta and WhatConverts 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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WhatConverts
Trigger on Webhook
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Okta
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Okta, WhatConverts, 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 Okta and WhatConverts integration works as expected. Depending on your setup, data should flow between Okta and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
WhatConverts + Okta + Slack: When WhatConverts identifies a new lead, the workflow checks the user's Okta profile. If suspicious activity is detected using Okta's New Event trigger, a notification is sent to the security team via Slack.
Okta + WhatConverts + Salesforce: When a new user is created in Okta, if WhatConverts tracks their company, a lead is created in Salesforce.
About Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.
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About WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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How can I connect my Okta account to WhatConverts using Latenode?
To connect your Okta account to WhatConverts on Latenode, follow these steps:
Can I track new Okta user conversions?
Yes, you can! Latenode lets you build workflows that trigger actions in WhatConverts when new users are added in Okta, helping you measure the impact of user onboarding with precision.
What types of tasks can I perform by integrating Okta with WhatConverts?
Integrating Okta with WhatConverts allows you to perform various tasks, including:
Can I automate lead assignment from WhatConverts to Okta groups?
Yes, with Latenode. Automatically assign qualified leads to specific Okta groups, ensuring efficient lead distribution and follow-up within your organization.
Are there any limitations to the Okta and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: