Attio is a modern, collaborative CRM platform built to be fully customizable and real-time, helping teams manage relationships, workflows, and data with ease. It combines powerful automation with flexibility, enabling users to build their own CRM around unique workflows.
This integration allows automation builders and AI agents to connect Attio with other tools to automate contact management, task creation, note logging, and list organization.
The integration supports:
Trigger | Description |
---|---|
List Entry Created | Automatically adds new CRM leads to an email marketing campaign upon creation. |
List Entry Updated | Syncs contact updates from Attio to platforms like Google Contacts. |
Record Created | Notifies the sales team via Slack when a new person is added to Attio. |
Record Updated | Initiates due diligence workflows for every updated registered organization. |
Action Item | Description |
---|---|
Create Entry | Logs support tickets received via email into a customer service list for tracking. |
Update Entry | Updates respondents’ status fields based on sentiment analysis of feedback forms. |
Create Record | Adds new records (person, company, or deal) to Attio. |
Update Record | Modifies existing record details in Attio. |
Action Item | Description |
---|---|
Find Record | Retrieves a record from Attio using unique attributes. |
Find List Entry | Locates a specific list entry within Attio based on defined search criteria. |
Fixes #7668 /claim #7668
Ankit Kumar Sharma
@AnkitSharmaOnGithub
Activepieces (YC S22)
@activepieces