SettingsIntegrations
Attio
Sync your Attio CRM workspace with Cloodot to keep people, companies, and deals in sync.
This integration is coming soon. The details below describe what to expect when it launches.
Attio brings your CRM workspace into Cloodot, putting relationship data right next to customer conversations.
What syncs
| Attio object | What you can do |
|---|---|
| People | view, create, update, and search person records |
| Companies | view, create, update, and search company records |
| Deals | view, create, update, and delete deals |
| Users | see workspace members |
| Lists | access custom lists and list entries |
| Notes | create and attach notes to records |
| Tasks | create and manage tasks linked to records |
Smart matching — when creating or updating, Attio can match by email (for people) or domain (for companies) to avoid duplicates.
Connect Attio
- Go to Settings → Integrations.
- Click the Attio card.
- Authorize Cloodot to access your Attio workspace.
- Grant the requested permissions.
- You'll land back in Cloodot with the connection active.
Disconnect
- Go to Settings → Integrations.
- Click the Attio card.
- Click Disconnect and confirm.
Related topics
- Integrations Overview — manage all integrations
- Contacts — how contacts work in Cloodot