Back to Integrations

Attio

Clean up your CRM, summarize meeting notes, and search through prospects with modern CRM automation.

Overview

Integrate Attio with ScoutOS agents to leverage a modern, flexible CRM system with AI-powered automation. Agents can manage contacts, update deal stages, search relationships, and maintain your Attio workspace with minimal manual effort.

Prerequisites

  • Attio workspace with API access
  • Attio API key
  • Appropriate permissions for workspace objects
  • Connected workspace with necessary data access

How to use this integration

  1. Go to the Integrations page in your Scout Dashboard
  2. Select Attio and add your API key
  3. Navigate to Agent Settings for your desired agent
  4. Click Add Tool and select Attio actions (search records, update attributes, etc.)
  5. Your agent can now manage Attio data automatically

Use cases

  • Maintain accurate contact and company records
  • Automatically log interaction history and notes
  • Search and enrich prospect information
  • Update deal stages and pipeline data
  • Generate relationship insights and summaries