Integrations
Attio integration
Circleback adds a note with your meeting outcomes to the matching Attio people, companies or deals after every meeting.
Plan: Pro, Business and Enterprise
How it works
- 1Open Automations in Circleback and select New automation.
- 2Run it after every meeting, or only for meetings that match tags, meeting name, participants or invitee email domains.
- 3Choose Attio and connect your account.
- 4Choose whether to update people, companies or deals.
- 5Choose what to include, then save.
What you can do with Attio
- Add a note to the matching people, companies or deals after each meeting.
- Ask Circleback to search records, create and update records, notes and tasks, or run reports.
Frequently asked questions
How does Circleback find the right Attio record?
It matches the meeting invitees' emails to people in Attio and adds the note to the records you chose to update.
What can I ask Circleback to do in Attio?
Connect Attio under Connectors on the Ask page to search records, notes, meetings and emails, create or update records, notes and tasks, and run basic reports.
Can I choose which meetings it runs on?
Yes. Conditions limit an automation to meetings with certain tags, meeting names, participants, invitee emails, invitee email domains or number of invitees. Without conditions, it runs after every meeting.
Is Attio on the Free plan?
No. Attio automations need Pro or above. Asking Circleback to search Attio works on every plan.