Attio and Zoho CRM Integration

In the workspace, click the “Create New Scenario” button.

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 Zoho CRM will be your first step. To do this, click "Choose an app," find Attio or Zoho CRM, and select the appropriate trigger to start the scenario.

Select the Attio node from the app selection panel on the right.

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Attio

Click on the Attio node to configure it. You can modify the Attio URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Attio

Node type

#1 Attio

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Connection *

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Connect Attio

Sign In

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Run node once

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Next, click the plus (+) icon on the Attio node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.

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Attio

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Zoho CRM

Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.

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Attio

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Zoho CRM

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#2 Zoho CRM

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Connection *

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Connect Zoho CRM

Sign In

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Run node once

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Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Attio

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Zoho CRM

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#2 Zoho CRM

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Connection *

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Connect Zoho CRM

Zoho CRM Oauth 2.0

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Select an action *

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The action ID

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Run node once

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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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JavaScript

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AI Anthropic Claude 3

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Zoho CRM

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Trigger on Webhook

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Attio

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Iterator

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Webhook response

After configuring Attio, Zoho 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.

Run the scenario by clicking “Run once” and triggering an event to check if the Attio and Zoho CRM integration works as expected. Depending on your setup, data should flow between Attio and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.