Attio integration
March 26, 2024
Circleback now integrates with Attio to automatically update your CRM with notes, action items, and other insights from your meetings.
Once you've set up a workflow with Attio, Circleback will look up the people you met with (using the emails invited to the calendar event) after meetings. For each person found in Attio, a note will be automatically added with the selected meeting outcomes.