Attio integration: AI agents that keep your CRM current
Attio is a flexible, data-based CRM with customizable objects and lists, used by startups and technology companies for sales, fundraising and partnerships. The agent connects to Attio through the iTeam app catalog, using the official API, to create and update records, lists, notes and tasks.
What AI agents do with Attio
Enriched record
When a company enters Attio, the agent fills in website, industry, size and key people from public sources, marking what needs confirmation.
Meeting becomes a note
After each call, the agent writes the note on the record with pain points, next steps and owner, and updates the stage in the list.
Fundraising pipeline
For those who use Attio with investors, the agent tracks conversations and reminds the team of the follow-ups agreed with each fund.
List of accounts to target
The agent builds lists of accounts that look like the best customers and puts them in Attio for the sales team to prioritize.
Connect Attio once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Attio, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Attio and what it cost, all on record.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Often used together with Attio
Questions about Attio and AI agents
Does iTeam integrate with Attio?
Yes. Attio is in the iTeam app catalog and connects through the official API with the workspace's authorization.
Can the agent delete records?
You choose. The default is to create and update; deletions require permission and approval, with a record in the audit trail.
Does it work with custom objects?
Yes. We map your Attio's custom objects and attributes during deployment.
