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How to connect Attio and Instantly
Create a New Scenario to Connect Attio and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Attio or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Attio node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Attio and Instantly 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 Instantly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Attio, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Attio and Instantly (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 Instantly
Attio + Instantly + Slack: When a new qualified lead is added to Attio, create a lead in an Instantly campaign and then send a Slack channel notification.
Instantly + Attio + Google Sheets: Log Instantly campaign performance data in Google Sheets. If contact information changes in Instantly, update the corresponding entry in Attio.
Attio and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Attio and Instantly
How can I connect my Attio account to Instantly using Latenode?
To connect your Attio account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Attio profiles using Instantly data?
Yes, you can! Latenode's data mapping features allow seamless transfer and enrichment of Attio profiles with data from Instantly, automating your data entry and improving accuracy.
What types of tasks can I perform by integrating Attio with Instantly?
Integrating Attio with Instantly allows you to perform various tasks, including:
- Automatically adding new Attio contacts as leads in Instantly campaigns.
- Triggering Instantly email sequences when a deal stage changes in Attio.
- Updating Attio contact details based on Instantly engagement activity.
- Creating Attio tasks to follow up on high-potential Instantly leads.
- Syncing custom fields between Attio and Instantly for unified data.
How do I handle errors when integrating Attio with Instantly?
Latenode offers robust error handling. Configure custom error notifications and automated retry logic for resilient workflows, minimizing data loss and downtime.
Are there any limitations to the Attio and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Attio and Instantly APIs may affect high-volume workflows.
- Complex data transformations might require custom JavaScript code in Latenode.
- Changes to Attio or Instantly API schemas could temporarily disrupt workflows.
