Attio

Send Interested leads to Attio

1. In Salesteam, open Settings → Integrations → Attio, choose when people go in and from which campaigns, and click Connect Attio. Attio opens: click Allow (a workspace admin approves it), and you’re back in Salesteam.
2. Or use an access token: in Attio, open the menu beside your workspace name, then Workspace settings → Developers, and click + New access token (admins only). Name it Salesteam and, under Scopes, give Records and Notes read-write access, and Object configuration, List configuration and List entries read access. Paste it in Salesteam’s Attio window (under Advanced when Connect Attio is offered) and click Connect. Salesteam checks the token and its scopes first, and names any scope it lacks.
3. Click Send test.

Like every CRM, Attio gets a person once they reach the stage you chose: Interested (marked in the inbox, by AI reply tags, or with an outcome from Interested on), Meeting booked or Won, from the campaigns you chose. Nobody else goes in. Each person becomes an Attio person with their name, job title, LinkedIn link and email, linked to their company (Attio links it by email domain, or Salesteam uses the one company Attio has with that name), with a note. Someone already in Attio is found by email or LinkedIn link, so they aren’t added twice. From then on, each reply and booked meeting adds a note with what happened. Salesteam only fills in what a person lacks, like a missing job title or LinkedIn link, and never changes or deletes anything in Attio.

Import people from Attio

In Salesteam, open Leads → Add leads → Import from CRM → Attio and pick one of your Attio lists of people, or everyone whose LinkedIn field holds a profile link. People without a LinkedIn profile link are counted and skipped. It only reads Attio: nothing there changes.