SettingsIntegrations
Attio
Sync your Attio CRM workspace with Cloodot to keep people, companies, and deals in sync.
The Attio integration connects your Attio CRM workspace with Cloodot, giving you access to your relationship data alongside customer conversations.
What syncs
| Attio Object | What you can do |
|---|---|
| People | View, create, update, and search person records |
| Companies | View, create, update, and search company records |
| Deals | View, create, update, and delete deals |
| Users | See workspace members |
| Lists | Access custom lists and list entries |
| Notes | Create and attach notes to records |
| Tasks | Create and manage tasks linked to records |
The integration supports smart matching — when creating or updating records, Attio can match by email (for people) or domain (for companies) to avoid duplicates.
Connecting Attio
- Go to Settings → Integrations
- Click the Attio card
- Authorize Cloodot to access your Attio workspace
- Grant the requested permissions
- You'll be returned to Cloodot with the connection active
Disconnecting
- Go to Settings → Integrations
- Click the Attio card
- Click Disconnect and confirm
Related topics
- Integrations Overview — Manage all your integrations
- Contacts — How contacts work in Cloodot