Attio CRM integrations, by job
Seven cards cite an app in the Attio App Store, and the Docusign card cites the Docusign App Center, Zapier, Make and a Docusign guide. On the Docusign card, the chip marks our live app. On the other seven, it marks a private integration we build and host for your team.
- Agreements
+DAgreements go out pre-filled from the person, company or deal, and the signed PDF and the outcome come back to the Attio record.
Public integration by Fluidlabs.
Today: Fluidlabs publishes the Attio app on the Docusign App Center, with Read, Writeback and File Upload steps for Workflow Builder. Zapier and Make list triggers and actions for both products, and the Docusign Make a Web Request step calls external APIs from Workflow Builder on qualifying IAM plans.
Our app: Live
- Email and calendar
+
Attio + Gmail
Emails and calendar events sync to the people and companies involved, and new contacts from the inbox become records.
Today: Attio publishes a Gmail app that syncs email content and Google Calendar events to Attio and adds new people and companies from your inbox. Calendar events marked private in Google stay out of Attio.
Private integration on request
- Data enrichment
+CAttio + Clay
Clay pulls records or a list from Attio, enriches them from its data providers, and writes the results back.
Today: Clay publishes an Attio integration in the Attio App Store. It imports records or lists into Clay and writes results back with actions such as Upsert Record and Update Record. Only an Attio workspace admin can authorize the connection.
Private integration on request
- Marketing automation
+MAttio + Mailchimp
An Attio workflow adds a person to a Mailchimp audience or updates the member's details.
Today: Attio publishes a Mailchimp app. It adds an Add Member to Audience block that adds or updates Mailchimp audience members from Attio workflows.
Private integration on request
- Support desk
+IAttio + Intercom
Fin reads a customer's deal stage or company details from Attio during a conversation and updates the record when asked.
Today: Intercom publishes Fin in the Attio App Store. Through Intercom's data connectors, Fin calls an Attio API endpoint during a conversation to look up or update a record.
Private integration on request
- Billing
+
Attio + Stripe
A won deal creates the Stripe customer and first invoice, and invoice status returns to Attio.
Today: The Stripe Invoicing app from dialed technologies creates Stripe invoices from Attio records and from workflow steps, and it syncs invoice status into an invoices object. Attio publishes a Stripe app whose tools let a workflow agent block look up Stripe customers, invoices and subscriptions.
Private integration on request
- Communication
+
Attio + Slack
Deal and signup notifications post to Slack channels, and teammates start Attio workflows or query Attio from Slack.
Today: Attio publishes a Slack app. It sends notifications such as closed deals to Slack channels, posts actions that start follow-up workflows, and returns Attio's answer to a question asked in a direct message or a channel mention.
Private integration on request
- Data warehouse
+SAttio + Snowflake
Product usage from Snowflake updates Attio company records, and Attio deal data returns to Snowflake for reporting.
Today: The Attio App Store lists a Hightouch app, built by Attio, which upserts tables from warehouses such as Snowflake, BigQuery and Redshift into Attio objects. On the Enterprise plan, a data connector lets external tools query Attio data over the PostgreSQL protocol.
Private integration on request