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How to connect Contacts+ and SmartSuite
Create a New Scenario to Connect Contacts+ and SmartSuite
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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or SmartSuite will be your first step. To do this, click "Choose an app," find Contacts+ or SmartSuite, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the SmartSuite Node
Next, click the plus (+) icon on the Contacts+ node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Contacts+ and SmartSuite 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 Contacts+ and SmartSuite 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 Contacts+, SmartSuite, 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 Contacts+ and SmartSuite integration works as expected. Depending on your setup, data should flow between Contacts+ and SmartSuite (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and SmartSuite
Contacts+ + SmartSuite + Slack: When a contact is updated in Contacts+, their information is updated in SmartSuite, and a notification is sent to a specified Slack channel to inform the relevant team.
SmartSuite + Contacts+ + Gmail: When a SmartSuite record is updated (representing a project milestone), find the associated contact in Contacts+ and send them a personalized email via Gmail using their contact information.
Contacts+ and SmartSuite integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Contacts+ and SmartSuite
How can I connect my Contacts+ account to SmartSuite using Latenode?
To connect your Contacts+ account to SmartSuite on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Contacts+ contacts to SmartSuite?
Yes, you can! Latenode lets you automatically sync new Contacts+ contacts as new records in SmartSuite, ensuring your data is always up-to-date. This saves time and prevents manual data entry.
What types of tasks can I perform by integrating Contacts+ with SmartSuite?
Integrating Contacts+ with SmartSuite allows you to perform various tasks, including:
- Create new SmartSuite records from new Contacts+ contacts.
- Update SmartSuite records when Contacts+ contact details change.
- Search for existing Contacts+ contacts from SmartSuite.
- Trigger custom notifications in SmartSuite based on Contacts+ activity.
- Enrich contact data in SmartSuite using Contacts+ information.
How secure is the Contacts+ integration on Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring your Contacts+ and SmartSuite data remains protected.
Are there any limitations to the Contacts+ and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of Contacts+ and SmartSuite APIs may affect performance.
- Real-time synchronization depends on the polling frequency set in Latenode.
