Attio

Connect Attio CRM to analyze relationships and deals

Connect Adapt to Attio to analyze your CRM data, track relationships, and understand your pipeline.

Setup

1. Get your Attio API key

   1. Go to your Attio Workspace Settings
   2. Navigate to Developers > API
   3. Create a new API key
   4. Copy the key
2. Go to Settings

   Navigate to Settings > Integrations in Adapt

3. Add the secret

   Add the following secret:

   Secret Name	Value
   ATTIO_API_KEY	Your Attio API key

4. Test the connection

   Ask Adapt about your contacts or companies

Capabilities

Adapt can query your Attio data. Analyze relationships, track your pipeline, and research companies.

Examples

Relationship intelligence:

Show me my most engaged contacts this month

Pipeline analysis:

What's our current pipeline value?

Company research:

What do we know about [company]?

Find contacts:

Find contacts we haven't spoken to in 30 days