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.

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© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.

Circleback

© 2024 Circleback AI, Inc. All rights reserved.