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How to connect Cleverreach and Attio
Create a New Scenario to Connect Cleverreach and Attio
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Attio will be your first step. To do this, click "Choose an app," find Cleverreach or Attio, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Attio Node
Next, click the plus (+) icon on the Cleverreach node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
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Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Cleverreach and Attio 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 Cleverreach and Attio 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 Cleverreach, Attio, 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 Cleverreach and Attio integration works as expected. Depending on your setup, data should flow between Cleverreach and Attio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Attio
Cleverreach + Attio + Google Sheets: When a new subscriber joins a Cleverreach list, their information is added as a new entry in Attio, and a log of this event is recorded in a Google Sheet.
Attio + Cleverreach + Slack: When a contact's record is updated in Attio, this automation finds the corresponding subscriber in Cleverreach and updates their details. Then, a notification is sent to a designated Slack channel informing the team about the contact update.
Cleverreach and Attio integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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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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See how Latenode works
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FAQ Cleverreach and Attio
How can I connect my Cleverreach account to Attio using Latenode?
To connect your Cleverreach account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Attio contacts to Cleverreach lists?
Yes, you can! Latenode's visual editor makes it easy to sync new Attio contacts. Keep your Cleverreach lists updated automatically, ensuring your campaigns reach the right audience, faster.
What types of tasks can I perform by integrating Cleverreach with Attio?
Integrating Cleverreach with Attio allows you to perform various tasks, including:
- Add new Attio contacts automatically to Cleverreach recipient lists.
- Update Cleverreach subscriber data based on Attio contact property changes.
- Trigger Cleverreach email campaigns when specific Attio events occur.
- Segment Cleverreach lists based on Attio data, improving personalization.
- Track email campaign performance in Attio by logging Cleverreach events.
How do I handle bounced emails from Cleverreach in Attio?
Use Latenode to track bounces. Automatically update contact statuses in Attio based on Cleverreach bounce notifications for cleaner data and better outreach.
Are there any limitations to the Cleverreach and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cleverreach and Attio can affect large data syncs.
- Real-time synchronization depends on the polling interval configured.
