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How to connect Instantly and Attio
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Attio will be your first step. To do this, click "Choose an app," find Instantly or Attio, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Attio integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Attio
Instantly + Attio + Slack: When a new lead is created in Instantly, its details are used to create a new entry in Attio, and a notification is sent to a designated Slack channel.
Attio + Instantly + Google Sheets: When a new entry is created in Attio, a lead is created in Instantly, and the new lead information is logged in Google Sheets.
Instantly and Attio integration alternatives
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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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 Instantly and Attio
How can I connect my Instantly account to Attio using Latenode?
To connect your Instantly account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Instantly leads to Attio automatically?
Yes, you can! Latenode’s visual editor makes it easy to sync Instantly leads to Attio, ensuring your Attio database stays updated automatically and eliminates manual data entry.
What types of tasks can I perform by integrating Instantly with Attio?
Integrating Instantly with Attio allows you to perform various tasks, including:
- Automatically create new Attio contacts from successful Instantly email campaigns.
- Enrich Attio contact profiles with lead data captured through Instantly campaigns.
- Trigger personalized Attio follow-up sequences based on Instantly campaign engagement.
- Update Attio contact statuses based on Instantly email campaign performance metrics.
- Log Instantly email interactions within Attio contact activity timelines.
Can I use JavaScript code to enhance Instantly automations?
Yes! Latenode lets you use JavaScript to customize Instantly workflows, adding advanced logic and data transformations beyond simple no-code options.
Are there any limitations to the Instantly and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Instantly and Attio may affect high-volume data transfers.
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API availability of both services.
