Connecting Attio with Zoom using Circleback

Attio is a customer relationship management (CRM) platform that allows users to organize contact data. It provides a database system for tracking interactions with customers, prospects, and partners while enabling teams to create custom workflows for sales pipelines, investor relations, and business development processes.

The platform features data synchronization with email and calendar services, customizable views for different team needs, and automation capabilities to reduce manual data entry. Attio includes collaboration tools for teams to share information and maintains contact records that update in real-time as new interactions occur.

Why would I want to integrate Attio with Zoom?

Integrating Attio with Zoom creates a seamless workflow between your CRM and video communications. When a sales rep hosts a discovery call with a prospect, the integration can automatically log that meeting in Attio, including duration, participants, and even recording links. This eliminates manual data entry and ensures all customer touchpoints are properly documented in your relationship management system.

The integration enables better meeting preparation and follow-up by giving teams contextual information at critical moments. Before joining a Zoom call, reps can review relevant Attio contact details, previous interactions, and deal stage information. After the call, they can quickly update opportunity status or add action items directly from the meeting interface, such as when a prospect expresses budget concerns that need addressing in a future proposal.

Analytics across both platforms provide valuable insights for improving sales and customer success processes. By connecting Zoom meeting frequency and duration with Attio deal progression data, organizations can identify patterns like "deals with at least three Zoom meetings in the first month close 40% more frequently." Teams can also track which types of video interactions (demos, training sessions, quarterly reviews) correlate with higher customer retention or expansion rates as tracked in Attio.

Integration instructions

How to integrate Attio with Circleback

Circleback integrates with Attio to automatically update your CRM with notes, action items, and other insights from your meetings. Here's how to set up this integration:

Setting up the integration

1. Log in to your Circleback account

2. Navigate to Settings → Account

3. Find the Attio integration option and connect your Attio account

4. Grant the necessary permissions to allow Circleback to:

   • Look up contacts in your Attio CRM

   • Add notes to contact records

   • Create and assign tasks in Attio

How the integration works

Once connected:

• After your meetings, Circleback will automatically look up the attendees in Attio using their email addresses

• For each person found in your Attio CRM, Circleback will:

  • Add a note with your meeting outcomes

  • Create tasks for any action items mentioned in the meeting

  • Automatically assign tasks if the action item assignee is a workspace member

Customizing the automation

When setting up your Attio automation in Circleback, you can specify:

• Which meeting outcomes should be synced to Attio

• Whether to create tasks for action items assigned to workspace members, people outside your workspace, or both

This integration ensures your Attio CRM stays updated with the latest meeting information and follow-up tasks without manual data entry.

What is Circleback?

Circleback provides best-in-class AI-powered meeting notes and automations. We support over 100 languages and automatic participant identification in both in-person and online meetings.

• Automatically-identified and assigned action items

• AI-enabled search across all meetings

• Automations with 100+ app integrations

• Industry-leading security with SOC 2 Type II, EU-U.S. Data Privacy Framework, and HIPAA compliance

• Ability to capture both online and in-person meetings with desktop and mobile apps