Setup
Click Enable on the Connections page and authorize with your Attio account.Capabilities
- Contact and company management — Create, update, search, and retrieve records for people and organizations in your workspace.
- Deal and pipeline tracking — Create and update deal records, move opportunities through pipeline stages, and monitor deal progress.
- Task management — Create and update tasks with deadlines, assignees, and linked records.
- Notes — Attach notes to records and search existing notes by metadata or topic using semantic search.
- Meetings and call recordings — Search meetings by participants or timeframe, find call recordings, and retrieve transcripts.
- Email search — Find emails by participants, timeframe, or topic using semantic search, and retrieve full email content.
- Record search and retrieval — Full-text and attribute-based search across all record types to use in downstream workflow steps.
Key Benefits
- Automated CRM hygiene — Keep contact and deal records accurate without manual data entry after every interaction.
- End-to-end sales workflows — Connect lead capture, deal tracking, and follow-up tasks in a single automated process.
- Consistent record-keeping — Ensure notes and activities are logged the same way every time, regardless of who runs the workflow.
- Reduced admin overhead — Let assignments handle routine CRM updates so your team can focus on building relationships.
Works Well With
- Gmail or Microsoft Outlook — Automatically log email interactions as notes on Attio contact records and create follow-up tasks after key messages.
- Slack or Microsoft Teams — Post deal updates, new lead alerts, or task reminders to sales or partnership channels.
- Google Sheets or Microsoft Excel — Export contact or deal data into spreadsheets for pipeline reporting and analysis.