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Unify sales data by syncing Attio contacts with Close CRM leads for a complete customer view. Latenode’s visual editor simplifies complex data transformations, and its affordable pricing ensures cost-effective scaling as your data grows.
Connect Attio and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Attio and Close CRM
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 Attio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Attio or Close CRM will be your first step. To do this, click "Choose an app," find Attio or Close CRM, and select the appropriate trigger to start the scenario.
Add the Attio Node
Select the Attio node from the app selection panel on the right.
Attio
Add the Close CRM Node
Next, click the plus (+) icon on the Attio node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Attio
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Attio and Close CRM 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 Attio and Close CRM 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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Close CRM
Trigger on Webhook
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Attio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Attio, Close CRM, 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 Attio and Close CRM integration works as expected. Depending on your setup, data should flow between Attio and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Attio + Close CRM + Slack: When a new contact is created in Attio, a lead is created in Close CRM. Then, a notification is sent to a designated Slack channel informing the sales team about the new lead.
Close CRM + Attio + Google Sheets: When a new lead is created in Close CRM, the automation finds the related data from Attio using "Find Entry" action. Then, all information is logged to a Google Sheet for reporting purposes.
About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my Attio account to Close CRM using Latenode?
To connect your Attio account to Close CRM on Latenode, follow these steps:
Can I automatically update Close CRM when a new contact is added to Attio?
Yes, Latenode allows real-time syncing. Any new contact in Attio can trigger updates in Close CRM. Use Latenode's no-code interface for simple tasks or JavaScript blocks for complex data transformations.
What types of tasks can I perform by integrating Attio with Close CRM?
Integrating Attio with Close CRM allows you to perform various tasks, including:
Can I trigger automations in Attio from events in Close CRM?
Yes! Latenode allows triggers from Close CRM to initiate complex Attio automations. Leverage JavaScript nodes for advanced logic or even AI for personalized actions.
Are there any limitations to the Attio and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: