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Integrate with Attio

Create an automation to update people and companies on Attio with meeting outcomes

Kevin Jacyna avatar
Written by Kevin Jacyna
Updated this week
  1. Go to the Automations page.

  2. Select Create automation.

  3. Set some conditions for when you'd like this automation to run, or click Next if you'd like it to run after every meeting.

  4. Choose Attio from the menu.

  5. Click Connect if you haven't already connected your Attio account.

  6. Choose whether to update people or companies, for contacts that match the calendar invitees email.

  7. Choose what meeting outcomes to include.

  8. Click Done, then Create.

Your automation will run on meetings that match the trigger conditions you set up in step 3 moving forward.

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