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How to connect Gmail and Attio
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Attio will be your first step. To do this, click "Choose an app," find Gmail or Attio, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Attio Node
Next, click the plus (+) icon on the Gmail 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 Gmail 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 Gmail 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 Gmail, 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 Gmail and Attio integration works as expected. Depending on your setup, data should flow between Gmail 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 Gmail and Attio
Gmail + Attio + Slack: When a new email arrives in Gmail, the flow checks if the sender exists as a contact in Attio. If not, a new contact is created. Finally, a notification is sent to Slack to alert the team of the new potential client.
Attio + Google Sheets + Gmail: When a new contact is created in Attio, the contact's information is added to a Google Sheet. Then, a welcome email is sent from Gmail to nurture the lead.
Gmail and Attio integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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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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FAQ Gmail and Attio
How can I connect my Gmail account to Attio using Latenode?
To connect your Gmail account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Gmail attachments to Attio?
Yes, you can! Latenode's flexible automation lets you parse attachments and update Attio records, saving time and keeping your CRM current. Plus, use AI blocks to summarize attachment data!
What types of tasks can I perform by integrating Gmail with Attio?
Integrating Gmail with Attio allows you to perform various tasks, including:
- Create new Attio people from parsed Gmail contact details.
- Log email correspondence automatically within Attio records.
- Trigger email campaigns in Gmail based on Attio record updates.
- Forward specific Gmail messages to Attio as comments.
- Update Attio organization data from Gmail signatures.
How secure is my Gmail data when using Latenode integrations?
Latenode uses secure authentication protocols and encryption to protect your Gmail data during integration and workflow execution.
Are there any limitations to the Gmail and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large attachments might impact workflow execution speed.
- Integration depends on the availability of the Gmail and Attio APIs.
- Complex logic might require JavaScript knowledge.
