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How to connect Attio and Delighted
Create a New Scenario to Connect Attio and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Attio or Delighted, 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.
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Add the Delighted Node
Next, click the plus (+) icon on the Attio node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Attio and Delighted 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 Delighted 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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Delighted
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Attio, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Attio and Delighted (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Attio and Delighted
Delighted + Attio + Slack: When a new survey response is received in Delighted, the automation finds the corresponding contact in Attio. If the survey score is below a certain threshold, a message is sent to a Slack channel to alert the team.
Delighted + Attio + Google Sheets: When a new response is submitted in Delighted, the automation finds the associated contact in Attio. The survey response data and Attio contact information are then added as a new row in a Google Sheet for analysis.
Attio and Delighted integration alternatives
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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Attio and Delighted
How can I connect my Attio account to Delighted using Latenode?
To connect your Attio account to Delighted on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Attio and click on "Connect".
- Authenticate your Attio and Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys based on Attio deal stages?
Yes! Latenode lets you trigger Delighted surveys when deals reach specific stages in Attio, automatically gathering feedback at key points. Get real-time insights to improve your sales process.
What types of tasks can I perform by integrating Attio with Delighted?
Integrating Attio with Delighted allows you to perform various tasks, including:
- Automatically send Delighted surveys after closing a deal in Attio.
- Update Attio records with customer satisfaction scores from Delighted.
- Create new Attio contacts based on Delighted survey responses.
- Trigger internal notifications for negative feedback via Attio tasks.
- Personalize outreach using Attio data and Delighted feedback.
What Attio data can I access within Latenode workflows?
You can access contact details, deal stages, custom fields, and activity history to build personalized and automated customer journeys within Latenode.
Are there any limitations to the Attio and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom logic might require JavaScript knowledge.
- Survey delivery relies on Delighted's survey limits.
- Data sync frequency is subject to API rate limits.
